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Get Transfer Request - Treasury Direct - Treasurydirect 2020
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How to fill out the Transfer Request - Treasury Direct - Treasurydirect online
Filling out the Transfer Request form for Treasury Direct can be straightforward when you understand its components. This guide will provide you with step-by-step instructions to ensure your request is completed accurately and efficiently.
Follow the steps to successfully complete the Transfer Request form.
- Click ‘Get Form’ button to obtain the necessary Transfer Request form for Treasury Direct.
- Begin by providing your TreasuryDirect account information. Enter your TreasuryDirect account number, account name, and Taxpayer Identification Number (either Social Security Number or Employer Identification Number). If applicable, only enter the linked account number for custom, minor, or conversion linked accounts.
- In the Description of Securities section, specify the securities you wish to transfer. Select the appropriate option: to transfer all securities, those described on an attached list, or specific securities. Ensure to fill in any details as required, including Confirmation Number, CUSIP Number, Issue Date, and Face Amount.
- If transferring securities, you must indicate whether you want to transfer in full or a specified amount. For partial transfers, ensure the remaining portion meets the minimum requirements (at least $25 for savings bonds or $100 for other securities).
- Complete the Transfer to Another TreasuryDirect Account section if relevant. Enter the recipient's TreasuryDirect account number, account name, and their Taxpayer Identification Number if available.
- If transferring to a financial institution or brokerage firm, fill in the necessary details accurately, including Routing Number and Financial Institution Wire Name.
- Complete the Signatures and Certifications section. Ensure that you sign in the presence of a certifying officer who will complete the necessary certification.
- Once all sections are filled out correctly, review your form for completeness. Users can save changes, download, print, or share the form as needed.
Complete your Transfer Request online today to ensure your TreasuryDirect securities are transferred smoothly.
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Form 1522 is known as the 'Application for the Payment of a Federal Securities Registered in the Name of a Deceased Person.' This form is crucial when dealing with estate matters related to Treasury bonds. When filling out this form, make sure to follow the instructions carefully, as it facilitates the transfer request for bonds held in the name of a deceased owner.
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