Get Fs Form 5446

Filling out the FS Form 5446 online can seem daunting, but this guide will walk you through each step of the process. This form is essential for transactions involving a TreasuryDirect account that cannot be completed online.

Follow the steps to successfully complete the FS Form 5446.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In Part A, provide the TreasuryDirect account name, account number, and taxpayer identification number. Also, indicate the type of transactions you are requesting by marking the appropriate boxes.
3. For the Capacity of Applicant(s), select all applicable options and ensure to note any supporting evidence required as indicated in the instructions.
4. Proceed to Part B if you are redeeming EE or I savings bonds. Specify details of the bonds and whether you are requesting full or partial redemption.
5. If transferring securities, complete Part C-1 or C-2 based on the types of securities. Ensure to mention the confirmation numbers and indicate if the transfer is full or partial.
6. In Parts D-1 and D-2, edit registrations or consent for changes regarding the Entity Account Manager if applicable.
7. Make any necessary changes or corrections in Parts E-1, E-2, and E-3 related to account or manager information.
8. Finally, complete Part F where all applicants must certify their information in the presence of a certifying officer, and ensure only original signatures are used.
9. After finishing, save your changes, download the completed form, print it, or share it as needed.

Complete the FS Form 5446 online now to manage your TreasuryDirect transactions efficiently.