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Get Fs Form 3565 - Treasurydirect
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How to fill out the FS Form 3565 - TreasuryDirect online
Completing the FS Form 3565 for TreasuryDirect can seem daunting at first, but with this guide, you will navigate the process smoothly and efficiently. This form is essential for authorizing your TreasuryDirect account, ensuring that your information is correct and secure.
Follow the steps to complete your FS Form 3565 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling in your personal information, including your full name, social security number, and current address. Ensure that all details are accurate and legible.
- Provide your daytime telephone number to ensure that the TreasuryDirect can reach you if necessary.
- The next section requires you to submit your signature in the presence of a certifying individual, such as an authorized employee from your financial institution. They may need to verify your identity.
- Instruct the certifying individual to complete their section, which includes certifying your identity, date, and location of the signing. Their official signature and title are also required.
- Make sure the certifying individual stamps or seals the form with their financial institution's official seal, if applicable.
- Review the completed form for any errors or omissions before saving or printing the final copy.
- Once you are satisfied with your form, mail the completed authorization form to the designated address provided in the instructions.
Complete your FS Form 3565 online today to authorize your TreasuryDirect account.
If one owner dies, the other becomes the single or sole owner. Neither owner can be an entity. The first-named owner is the primary owner. The second-named owner is the secondary owner.
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