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Get the free FS Form 5446 TreasuryDirect OFFLINE TRANSACTION REQUEST - savingsbondwizard

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For official use only: Customer Name Case Number FS Form 5446 (Revised April 2016) TreasuryDirect OMB No. 1535-0138 Offline Transaction Request IMPORTANT: Follow instructions in filling out this form.
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How to fill out fs form 5446 treasurydirect

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To fill out FS Form 5446 TreasuryDirect, follow the steps below:

01
Obtain the form: You can download the form from the official TreasuryDirect website or request a copy by calling the Federal Reserve Bank.
02
Provide personal information: Enter your full name, address, social security number or taxpayer identification number, and date of birth in the respective sections of the form.
03
Choose the registration type: Select the type of registration you want for your TreasuryDirect account. The options include individual, primary owner, co-owner, beneficiary, minor, trust, or organization.
04
Choose the account type: Indicate whether you want to open an individual account, a primary account, or a secondary account.
05
Select the type of securities: Choose the type of securities or savings bonds you want to hold in your TreasuryDirect account. Options include bills, notes, bonds, or TIPS (Treasury Inflation-Protected Securities).
06
Enter the security details: Provide the necessary information for each security you wish to hold, such as the CUSIP number, issue date, maturity date, and coupon rate.
07
Specify beneficiary information: If applicable, provide the details of the beneficiary or beneficiaries who will receive the securities in the event of your death.
08
Verify the information: Double-check all the information you have entered to ensure its accuracy and completeness.
09
Sign and date the form: Affix your signature and date the form in the designated areas to certify that the information provided is true and accurate.

Who needs FS Form 5446 TreasuryDirect?

FS Form 5446 TreasuryDirect is generally required by individuals or organizations who want to open a TreasuryDirect account and hold U.S. Treasury securities electronically. It is necessary for anyone who wants to invest in Treasury securities directly through TreasuryDirect instead of obtaining physical paper savings bonds or Treasury bills.
Overall, if you are interested in investing in U.S. Treasury securities and wish to have an electronic account for convenient management, FS Form 5446 TreasuryDirect is a necessary document to complete.
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FS Form 5446 TreasuryDirect is a form used for requesting a substitution of a lost, stolen, destroyed, or mutilated Series EE, Series E, or Series I savings bond.
Individuals who have lost, had stolen, destroyed, or mutilated a Series EE, Series E, or Series I savings bond are required to file FS Form 5446 TreasuryDirect.
FS Form 5446 TreasuryDirect can be filled out online or by downloading and completing the form manually. The form requires information about the bond owner, the bond serial number, and details about the loss or destruction of the bond.
The purpose of FS Form 5446 TreasuryDirect is to request a replacement bond for a lost, stolen, destroyed, or mutilated Series EE, Series E, or Series I savings bond.
Information such as the bond owner's name, address, social security number, bond serial number, and details of the loss or destruction of the bond must be reported on FS Form 5446 TreasuryDirect.
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