Get the free FS Form 5512. TreasuryDirect Redemption and Bank Change Request

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RESET For official use only: Customer Name Case Numbers Form 5512 (revised June 2018)TreasuryDirectOMB No. 15350138Redemption and Bank Change RequestIMPORTANT: Follow instructions in filling out this

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How to fill out fs form 5512 treasurydirect

01

To fill out FS Form 5512 TreasuryDirect, follow these steps:

02

Obtain the form: You can download the form from the official TreasuryDirect website or request a physical copy by contacting the U.S. Department of the Treasury.

03

Provide your personal information: Fill out your name, social security number, date of birth, and contact information accurately.

04

Choose your account type: Indicate whether you want to open an individual or joint account.

05

Provide your taxpayer identification number: If you are a U.S. citizen, provide your social security number. If you are not a U.S. citizen, provide the required taxpayer identification number.

06

Choose your registration type: Select how you would like to register your account, whether it's in your name or in the name of a minor.

07

Indicate your account options: Choose the type of account you want to open, such as a Series EE/E, Series I, or Series HH bond.

08

Provide your financial institution information: Enter the routing number and account number of the financial institution you want to link to your TreasuryDirect account.

09

Review and sign the form: Carefully review all the information you provided and sign the form with your full legal name.

10

Submit the form: Send the completed form to the address provided on the form or submit it online if the option is available.

11

Keep a copy for your records: Make a copy of the filled-out form and keep it for your records.

Who needs fs form 5512 treasurydirect?

01

FS Form 5512 TreasuryDirect is needed by individuals who want to open an account with TreasuryDirect. This form is required to gather necessary personal and financial information for account registration. It is used to establish an account to buy, hold, and manage U.S. Treasury securities directly from the U.S. Department of the Treasury.

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What is fs form 5512 treasurydirect?

FS Form 5512 TreasuryDirect is a form used by individuals to certify that they are a U.S. citizen or legal resident alien for tax purposes when redeeming securities.

Who is required to file fs form 5512 treasurydirect?

Any individual who is redeeming securities and is not presenting their taxpayer identification number to the financial institution is required to file FS Form 5512 TreasuryDirect.

How to fill out fs form 5512 treasurydirect?

To fill out FS Form 5512 TreasuryDirect, individuals must provide their name, address, social security number or taxpayer identification number, and certify their citizenship or legal resident alien status.

What is the purpose of fs form 5512 treasurydirect?

The purpose of FS Form 5512 TreasuryDirect is to ensure that individuals redeeming securities are complying with U.S. tax laws and regulations.

What information must be reported on fs form 5512 treasurydirect?

The information that must be reported on FS Form 5512 TreasuryDirect includes the individual's name, address, social security number or taxpayer identification number, and certification of citizenship or legal resident alien status.

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