FS 5446 2017 free printable template

Complete a separate FS Form 5446 for each TreasuryDirect account number. Identification Number Social Security Number or Employer Identification Number. The new Entity Account Manager will need to provide his or her personal information on Part D-4 of FS Form 5446 and join in signing the form in Part E in the presence of an authorized certifying officer. RESET For official use only Customer Name Case Number FS Form 5446 revised December 2017 TreasuryDirect OMB No. 1535-0138 Offline...

How to fill out treasury direct form 5446

How to fill out treasury direct form 5446:

1. Gather all necessary information and documents such as your social security number, contact information, and the amount you want to invest.
2. Start by providing your personal details in the designated sections of the form, including your name, address, and phone number.
3. Enter your social security number accurately to ensure proper identification.
4. Specify the type of account you want to open, whether it's an individual or joint account, or if it's for a trust, corporation, or partnership.
5. Indicate the ownership type for the account, such as primary, secondary, or co-owner.
6. Provide your financial institution's routing number and your account number for funding the treasury direct account.
7. Select the investment option based on your preferences, whether it's a series or a specific security.
8. Enter the desired investment amount in the appropriate section of the form.
9. Review and double-check all the information you have provided to ensure accuracy.
10. Sign and date the form to complete the process.

Who needs treasury direct form 5446:

1. Individuals who want to invest in U.S. Treasury securities directly through the TreasuryDirect program.
2. Those who prefer a secure investment option with low risk, backed by the U.S. government.
3. Investors seeking to diversify their portfolio or looking for long-term investment opportunities.
4. People who want to take advantage of the convenience and accessibility offered by the TreasuryDirect program for managing U.S. Treasury securities.

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Who is required to file treasury direct form 5446?

Form 5446 is used to request the reissue or replacement of paper Series EE/E/EK Savings Bonds that have been lost, stolen, or destroyed. Therefore, individuals who have lost their paper savings bonds and wish to request a replacement are required to file Treasury Direct Form 5446.

How to fill out treasury direct form 5446?

Form 5446 is the application for a physical bond, issued in paper form, from Treasury Direct. To fill out this form, follow the steps below: 1. Download the form: Visit the Treasury Direct website and navigate to the Forms section. Locate form 5446 and download it to your device. 2. Personal Information: a. Enter your full name in the "Name" field. b. Fill in your Social Security Number (SSN) or Employer Identification Number (EIN) in the corresponding field. c. Provide your address details including street, city, state, and ZIP code. d. Enter your daytime phone number and email address (optional). 3. Bond Information: a. Indicate the type of bond you are requesting by checking the appropriate box. b. Specify the number of bonds you want to receive in the "Quantity Requested" field. 4. Payment Information: a. Choose the payment method you prefer by checking the related box. b. If you opt for a check or money order, write the exact amount you are enclosing in the provided field. 5. Certification: a. Read and understand the certification statement. b. Sign and date the form in the respective fields. 6. Submission: a. Send the completed form along with your payment (if required) to the address mentioned on the form. Double-check for any additional instructions or requirements, such as enclosing a self-addressed stamped envelope. Remember to keep a copy of the filled-out form for your own records.

What is the purpose of treasury direct form 5446?

The purpose of Treasury Direct Form 5446, also known as the "Authorization to Reissue United States Savings Bonds" form, is to request the reissue or replacement of lost, stolen, destroyed, or mutilated United States Savings Bonds. This form is used by individuals who are the registered owners or co-owners of the original bonds and want to obtain new bonds in their place.

What information must be reported on treasury direct form 5446?

Form 5446, also known as the TreasuryDirect Request for Taxpayer Identification Number and Certification, is used to certify the taxpayer identification number (TIN) for an individual or entity investing in TreasuryDirect accounts. The information required to be reported on Form 5446 includes: 1. Account owner's name: The legal name of the individual or entity opening the TreasuryDirect account. 2. Account owner's TIN: The taxpayer identification number (TIN) of the account owner. For individuals, this is typically their Social Security number (SSN). For entities, this could be an Employer Identification Number (EIN) or other applicable TIN. 3. Account type: Indicate whether the account is an individual account, an entity account, or a beneficiary account. 4. Signature: The account owner or authorized representative must sign and date the form to certify the accuracy of the information provided. It is important to note that the information reported on Form 5446 pertains specifically to the TIN certification for TreasuryDirect accounts and does not cover other financial or tax-related reporting requirements.

What is the penalty for the late filing of treasury direct form 5446?

There is no specific penalty mentioned for the late filing of Treasury Direct Form 5446. However, it is always advised to file the form within the specified deadlines to avoid any potential issues or complications. It is recommended to reach out to the appropriate authorities or consult the official guidelines for further information regarding any penalties or consequences.

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