Get Sav 1455

The Sav 1455 form is a request by fiduciaries for the distribution of United States Treasury Securities. This guide will provide a clear, step-by-step process for completing the form online, ensuring that all required information is accurately submitted.

Follow the steps to properly complete the Sav 1455 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part A – Reason for Distribution, select the reason for distribution by marking the applicable box. If selecting ‘Other,’ provide a detailed description of the reason in the space provided.
3. In Part B – Distribution of Securities and Payments, enter the name of the individual or entity to receive the distribution in Item 1. Provide their Social Security Number or Employer Identification Number as applicable.
4. Next, describe the securities and/or payments to be distributed in Item 2. Include the title of the security, issue date, face amount, and identifying number, if available.
5. For Item 3, indicate the extent of the distribution by marking the appropriate box. If the entire value of the securities will be distributed, select the 'In full' option. If not, specify the amount, fractional share, or percentage to be distributed.
6. Repeat the above steps for additional distributees if necessary, ensuring that each Part B section is filled out separately for each recipient.
7. In Part C – Signatures and Certifications, each fiduciary must sign the form in ink and provide their title, contact address, and phone number.
8. Ensure that a certifying officer is present when you sign the form. They will need to complete the certification section and affix their official stamp or seal.
9. Once all information is complete and verified, save the changes to the form. You then have the options to download, print, or share the completed form as required.

Complete your Sav 1455 online to ensure timely processing of your distribution request.