How to use or fill out 5178 with our platform
- Click ‘Get Form’ to open the FS Form 5178 in the editor.
- Begin by entering your Legacy Treasury Direct Account Number and Account Name in Section 1. Ensure that this information matches what is on your Statement of Account.
- In Section 2, mark the appropriate boxes for the transactions you are requesting, such as account consolidation or changes to your name, address, or payment information. Fill in all required details accurately.
- Proceed to Section 3 where you must provide signatures and certifications. Make sure all signatories are present if certification is needed, and include their contact information.
- Review all entries for accuracy before submitting. Our platform allows you to save your progress and make edits as needed.
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