Form 1851-2026

1. Click ‘Get Form’ to open it in the editor.
2. In the 'DESCRIPTION OF BONDS' section, enter the total face amount of the bonds you wish to reissue. Provide details such as issue date and bond number, ensuring all information is accurate.
3. Next, move to 'TRUST INFORMATION'. Fill in the Taxpayer Identification Number assigned to the trust, along with the names of the grantor and trustee. Include the date the trust was created and any beneficiaries if applicable.
4. For 'NEW BOND INFORMATION', provide your TreasuryDirect account number for Series EE or I bonds. If you don’t have an account, consider creating one through our platform. Also, include either a Social Security Number or Employer Identification Number assigned to the trust.
5. Read through the 'TAX LIABILITY NOTICE' carefully before completing Item 5. Then check either box 'a' or 'b' in the 'TAX LIABILITY STATEMENT' based on your tax treatment regarding accumulated interest.
6. Finally, complete the 'SIGNATURES' section by signing in ink and providing necessary identification details as required. Ensure all signatures are done in front of a certifying officer.

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