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Get Legacy Treasury Direct
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How to fill out the Legacy Treasury Direct online
This guide provides clear instructions for users on how to accurately complete the Legacy Treasury Direct transaction request form online. Following these steps ensures proper handling of your account and transactions.
Follow the steps to successfully complete your transaction request.
- Press the ‘Get Form’ button to obtain the Legacy Treasury Direct form and open it in your editor.
- Provide your Legacy Treasury Direct account information. Enter your account number and account name exactly as they appear on your Statement of Account.
- Indicate the transactions you wish to request by marking the appropriate boxes. For consolidation requests, list the account numbers you wish to close and the surviving account number.
- If you are requesting a name change, clearly state the complete account name as it should appear. Ensure this change is accompanied by the required certified signature.
- For an address change, provide the full new address as it should appear.
- If changing a telephone number, enter the complete numbers, including area codes and any extensions.
- For payment information changes, fill out the direct deposit or debit information accurately. This includes the financial institution’s routing number, name, and account number, while a certified signature is required.
- If correcting a Taxpayer Identification Number, provide the correct number only as needed. Ensure this is only used for corrections.
- Sign the form where indicated. Ensure that any required certifications are completed. Both owners must sign if applicable.
- Review your form for clarity and accuracy. Once satisfied, you may save changes, download, print, or share the completed form.
Complete your Legacy Treasury Direct form online today to ensure your transactions are processed smoothly.
You can redeem your TreasuryDirect bonds online through your account. Simply log in and follow the prompts to process your redemption request. Depending on the bond type and your account settings, redemption may involve transferring funds to your bank account or receiving a check, making it a convenient option for your financial needs.
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