Get Form 1522

Filling out Form 1522 is essential for people seeking payment for their United States Savings and Retirement Securities. This guide provides clear and detailed instructions to help users complete the form accurately and efficiently online.

Follow the steps to fill out the Form 1522 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section titled 'Description of Bonds', provide the names of the individuals as they appear on the bonds, as well as the issue dates and serial numbers of each bond. If additional space is needed, attach a plain sheet of paper or a photocopy of this section.
3. For 'Request for Payment', enter the Taxpayer Identification Number for the payee. If the payee is an individual, input their Social Security Number. If it is an estate, trust, or entity, provide the Employer Identification Number.
4. In the 'Delivery Instructions' section, supply the account holder's name, account type (checking or savings), the account number, bank routing number, name of the financial institution, and their phone number. Ensure that all information is accurately verified to avoid delays.
5. In the 'Signature' section, sign the form in the presence of a certifying officer. This is crucial as the officer must verify your identity and that you are authorized to request payment. Print your name, and provide your home address, daytime telephone number, and email address if applicable.
6. Ensure that you follow the certification instructions, which require you to certify that the provided Taxpayer Identification Number is correct and to confirm that you are not subject to backup withholding.
7. Finally, after all sections are completed, save changes, download, print, or share the filled-out form as needed. Check all entered information one last time for accuracy before submission.

Complete your Form 1522 online today for a smooth and efficient filing process.