Fs form 5511-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the TreasuryDirect Account Information section. Enter your account number, name, and taxpayer identification number accurately.
3. In the Description of Securities section, choose whether to transfer all securities, a specific list, or a partial amount. Ensure you complete the table with necessary details like Confirmation Number and CUSIP No.
4. If transferring to another TreasuryDirect account, provide the recipient's account information in the Transfer to Another TreasuryDirect Account section.
5. For transfers to financial institutions or brokerage firms, fill in their routing number and contact details as required.
6. Finally, sign and certify your information in the Signatures and Certifications section. Make sure this is done in front of a certifying officer.

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