Fs form 5396-2026

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  1. Click ‘Get Form’ to open fs form 5396 in the editor.
  2. Begin by filling in your Customer Name and Customer Number at the top of the form. This information is essential for identification purposes.
  3. Select whether you are requesting direct deposit for interest payments or redemption payments by checking the appropriate box.
  4. In the 'Please Print' section, enter your name, mailing address, email address, and telephone numbers. Ensure all details are accurate to avoid processing delays.
  5. Provide your Depositor’s Account Number and select the type of account (Checking or Savings). If applicable, include your Bank Routing Number and Financial Institution Name.
  6. If you are using a credit union, do not attach a voided check; instead, obtain the correct routing number from them.
  7. Sign and date the form at the bottom. Remember that only one person should sign for joint accounts if their Taxpayer Identification Number is provided.
  8. Finally, send the completed form to the Treasury Retail Securities Site as instructed on the document.

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