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PDF5191 E Department of the Treasury Bureau of the Public Debt (Revised July 2011) OMB No. 15350069 Legacy Treasury Direct APPLICATION FOR RECOGNITION AS NATURAL GUARDIAN OF A MINOR www.treasurydirect.gov
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How to fill out legacy treasury direct

01
Step 1: Open the official website of the Legacy Treasury Direct program.
02
Step 2: Click on the 'Forms' section on the website.
03
Step 3: Download the form named 'PD F 5186, Legacy Treasury Direct Account Authorization'.
04
Step 4: Fill out the form with accurate personal information such as your name, social security number, contact details, and TreasuryDirect account number if you have one.
05
Step 5: Specify the type of account you wish to open, whether it is individual, primary, secondary, or trust account.
06
Step 6: Provide the registration information for the account, including the names of co-owners or beneficiaries if applicable.
07
Step 7: Indicate the type of securities you want to hold in your Legacy Treasury Direct account, such as Treasury bills, notes, bonds, or savings bonds.
08
Step 8: Sign and date the form.
09
Step 9: Send the completed form to the address mentioned on the form or submit it through the online portal if available.
10
Step 10: Wait for confirmation and approval of your Legacy Treasury Direct account. Once approved, you can start managing your account online.

Who needs legacy treasury direct?

01
Individuals looking for a safe and secure way to invest in U.S. Treasury securities.
02
Those who prefer holding Treasury securities in paper form rather than electronic form.
03
Investors who want to access their investments directly without the need for a broker or financial institution.
04
People interested in managing their investments and tracking their interest payments through the Legacy Treasury Direct online portal.
05
Individuals who want to have physical possession of their Treasury securities certificates.
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Legacy Treasury Direct is a secure online system that allows investors to purchase, manage, and redeem Treasury securities directly from the U.S. Department of the Treasury.
Investors who want to buy and manage Treasury securities directly from the Treasury Department are required to use Legacy Treasury Direct.
To use Legacy Treasury Direct, investors need to have an account with the system, create a new TreasuryDirect account, and then they can start managing their Treasury securities online.
The purpose of Legacy Treasury Direct is to provide investors with a secure way to buy, manage, and redeem Treasury securities without the need for a paper bond.
Investors need to report personal information, such as their social security number, address, and banking information to use Legacy Treasury Direct.
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