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RESET For official use only: Customer NameCase NumberFS Form 5396 (revised February 2017)OMB No. 15300050Direct Deposit SignUp Form Check one:Interest paymentsRedemption paymentCheck this box if the.

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How to fill out the Fs Form 5396 online

The Fs Form 5396 is a direct deposit sign-up form used to request the direct deposit of Series HH or Series H bond interest payments or a savings bond redemption payment. This guide offers clear instructions to help you complete the form online with confidence.

Follow the steps to complete the Fs Form 5396 online.

  1. Click the ‘Get Form’ button to access the form and open it in your editor.
  2. Indicate whether you are requesting interest payments or redemption payments by checking the appropriate box.
  3. If you do not want the address provided in the form to update your HH and H accounts, check the designated box.
  4. Fill in your name or names (for joint accounts) in the 'Name' field.
  5. Provide your mailing address, including street, city, state, and ZIP code.
  6. Enter your telephone number and email address, or if applicable, your employer identification number or Social Security number.
  7. Fill in your bank account details including the depositor’s account number, account type (checking or savings), bank routing number, and bank phone number.
  8. Indicate the financial institution’s name. For joint accounts, only the person whose Taxpayer Identification Number is provided should sign the form.
  9. Review the declaration under penalty of perjury regarding your Taxpayer Identification Number, backup withholding, and U.S. person status, making any necessary adjustments.
  10. Sign and date the form. Ensure you follow the instructions carefully regarding the certification.
  11. Submit the completed and signed form to the Treasury Retail Securities Site as instructed, taking note that legal evidence or documentation submitted cannot be returned.
  12. Finally, save your changes, download, print, or share the form as needed.

Complete your Fs Form 5396 online today for seamless direct deposit processing.

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Go into your TreasuryDirect account and set up a Payroll Savings Plan. Here, you'll decide what type and dollar value of savings bonds you want to purchase. Ask your employer to send the amount you choose to TreasuryDirect every time you get paid. This is just like sending your pay to a bank by direct deposit.

At the original owner's death, the POD beneficiary takes ownership of the bond and can then either cash it out or hold it until it matures. If you inherit a U.S. Savings Bond as the POD beneficiary, it can be reissued in your name.

Call TreasuryDirect for Assistance Call 844-284-2676 for paper bonds, or email the organization using the company's Contact Us for electronic EE and I bonds. When emailing through the secure site, always include your full name and Social Security number in the message box so the staff can do a search.

The Treasury takes three to four weeks to process a replacement request and mail out new bonds.

Get a direct deposit form from your employer. Ask for a written or online direct deposit form. ... Fill in account information. ... Confirm the deposit amount. ... Attach a voided check or deposit slip, if required. ... Submit the form.

Log in to TreasuryDirect and go to ManageDirect. From the Manage Direct page, select the year under Manage My Taxes and then select 1099. Form 1099-INT is mailed to you after the end of the calendar year in which the bond was reissued.

Fill out FS Form 1048 (download or order). Take the filled-out form to your financial institution and have your signature certified according to the instructions on the form. Note: Once you receive your bonds in a TreasuryDirect account or payment for lost bonds, the original paper bonds are no longer yours.

To change names on Savings bonds, and these are likely paper bonds, you'll need to go to www.TreasuryDirect.gov and download (under forms), the request to reissue bonds with a new name.

Use the information on your Series EE savings bond to fill in the top part of Form PD F 4000. Check the box labeled "Beneficiary (POD)," and enter the name of the new beneficiary in the following field. If you forget to check the box, the Department of Treasury will assume that the name listed is the bond's co-owner.

Direct deposit is easy to use. Just select it as your refund method through your tax software and type in the account number and routing number. Or, tell your tax preparer you want direct deposit. You can even use direct deposit if you are one of the few people still filing by paper.

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