Get Treasurydirect Form 5336

Completing the Treasurydirect Form 5336 online is an essential process for persons acting as voluntary representatives of a decedent's estate that is not administered through the court. This guide will provide clear and concise instructions for each section of the form, ensuring that users can efficiently and accurately submit their requests.

Follow the steps to fill out the Treasurydirect Form 5336 online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In Part A, provide the decedent's name, Social Security Number, and jurisdiction of legal residence. Ensure you submit certified copies of death certificates for all deceased registrants.
3. In Part B, indicate your eligibility to act as a voluntary representative by marking the appropriate box based on the Order of Precedence.
4. Part C requires you to choose the type of disposition you are requesting. Mark the box for either payment to yourself, transfer of unmatured marketable securities, or distribution of securities.
5. If requesting payment as a voluntary representative, complete Part D. Provide your name, Social Security Number, mailing address, details of the securities, and payment information for direct deposit.
6. For transferring unmatured marketable securities, fill out Part E with your details, securities identification, and external transfer information to a financial institution.
7. If you are asking for the distribution of securities, complete Part F by entering details for the distributees, including their name, Social Security Number, and the extent of distribution.
8. In Part G, sign and date the form in the presence of a certifying officer who will provide certification.
9. Once all sections are filled out, you can save the changes, download, print, or share the completed form as needed.

Complete your Treasurydirect Form 5336 online for a smooth processing experience.