Get Fs Form 1851

Filling out the Fs Form 1851, which requests the reissuance of United States savings bonds to a personal trust, can be straightforward with the right guidance. This guide will provide you with step-by-step instructions to complete the form online efficiently and accurately.

Follow the steps to fill out the Fs Form 1851 online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the first section, 'Description of Bonds,' fill in the total face amount of the bonds you wish to reissue, the issue date, and the registration details, including the full social security numbers and names of the individuals on the bonds.
3. For the second section, 'Trust Information,' provide the Taxpayer Identification Number assigned to the trust, names of the grantor(s) and trustee(s), the creation date of the trust, and the name(s) of any beneficiary(ies) if it is an FBO trust.
4. In the 'New Bond Inscription' section, enter the Social Security Number or Employer Identification Number assigned to the trust, the registration details, and the mailing address. For Series HH bonds, specify the delivery instructions if they differ from the trust's mailing address.
5. Read the 'Tax Liability Notice' carefully before proceeding to the next step to understand your obligations regarding tax-deferred interest.
6. Complete the 'Tax Liability Statement' by checking either box 'a' or 'b' to certify your tax treatment regarding the accumulated interest on the bonds being reissued.
7. In the 'Signatures' section, ensure that all required signatures are obtained. Each signer must certify their identity in the presence of a certifying officer, who will also stamp and sign the form.

Start completing your Fs Form 1851 online today.