Get Pd F 5382 (7/08)

Filling out the PD F 5382 (7/08) form online can facilitate the process of acquiring Treasury marketable securities efficiently. This guide provides a comprehensive overview of each section of the form and detailed steps to aid users in completing it accurately.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in your designated editor.
2. In Section 1, BID INFORMATION, enter the par amount of your tender in the designated area. Ensure that the amount adheres to the specified minimums, multiples, and maximums.
3. For Section 2, LEGACY TREASURY DIRECT ACCOUNT NUMBER, provide your existing account number if applicable. If you do not have an account, skip this section.
4. Complete Section 3 by entering your taxpayer identification number. For individuals, this is typically your social security number.
5. In Section 4, TERM SELECTION, choose your preferred term for the security. You may also indicate your choice for automatic reinvestments if applicable.
6. Fill out Section 5 with the account name, making sure to include either one or two names as required for the legacy Treasury Direct account.
7. In Section 6, provide your complete address, including ZIP code, especially if this is a new account or if there are changes to existing account information.
8. Section 7 requires you to update your telephone number if there have been changes. Provide the new information as needed.
9. For Section 8, PAYMENT INFORMATION, fill in the details regarding how you will receive payments, specifying direct deposit information if this is a new account.
10. In Section 9, PURCHASE METHOD, indicate your preferred payment method for purchasing the security and provide the total amount of any attached payments.
11. Finally, complete Section 10 by signing and dating the form. Make sure to adhere to any specified requirements if the account is held by multiple individuals.
12. Review all sections for accuracy before submitting the form. You can save your changes, download, print, or share the completed form as necessary.

Begin completing your PD F 5382 (7/08) form online today for efficient management of your Treasury securities.