FS Form 5444 (Revised June 2020)-2026

1. Click ‘Get Form’ to open FS Form 5444 in our platform's editor.
2. Begin by filling in your Customer Number and Case or SR# at the top of the form. Ensure all information is accurate.
3. In the 'Authorization' section, provide your TreasuryDirect Account Number, print your name, and include your Social Security Number. Remember to fill in your home address and daytime telephone number.
4. Sign the form in ink where indicated, ensuring you do this in the presence of a certifying officer. This step is crucial for validation.
5. The certifying officer will complete their section by confirming your identity and signing the form. Make sure they use an acceptable certification method.
6. Once completed, mail the authorization form to Treasury Retail Securities Services at the address provided in the instructions.

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