Get 1535 Form

Filling out the 1535 Form online to request the reissue of United States savings bonds to a personal trust can be a straightforward process. This guide provides clear, step-by-step instructions to ensure that users can complete the form accurately and effectively.

Follow the steps to complete the 1535 Form online.

1. Click ‘Get Form’ button to obtain the 1535 Form and open it in the appropriate editor.
2. In the first section, provide a complete description of the bonds you are requesting to reissue. Include the total face amount and issue date, making sure to use the correct format.
3. Enter trust information in the designated fields, including the trust’s Taxpayer Identification Number, names of the grantor and trustee, the creation date of the trust, and any beneficiaries if applicable.
4. For the new bond inscription, specify the Taxpayer Identification Number or Social Security Number for the trust, and include the full registration details for the trust, such as mailing address and any specific delivery instructions for Series HH bonds.
5. Read the tax liability notice thoroughly before proceeding. It contains vital information regarding potential tax obligations associated with the reissued bonds.
6. In the tax liability statement section, check either box 'a' or 'b' as appropriate based on your tax situation regarding the accumulated interest on the bonds.
7. Ensure all required parties sign the form under penalty of perjury. Also, include printed names, mailing addresses, Social Security Numbers, daytime telephone numbers, and email addresses where applicable.
8. After completing all sections and ensuring accuracy, review the form, save your changes, and prepare to download, print, or share as needed before submission.

Complete your 1535 Form online today to efficiently manage your savings bond reissues.