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Get Fs Form 5446
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How to fill out the Fs Form 5446 online
The Fs Form 5446 is essential for managing transactions that cannot be completed online within the TreasuryDirect system. This guide will provide you with a clear and supportive step-by-step process for filling out the form online, ensuring that your transactions are handled accurately and efficiently.
Follow the steps to complete the Fs Form 5446 online.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- Fill out Part A: TreasuryDirect account information. Enter your TreasuryDirect account name, account number, and Taxpayer Identification Number (Social Security Number or Employer Identification Number).
- In Part A, mark the transactions you are requesting. You may select more than one option depending on your needs.
- Complete Part B if you are redeeming EE or I savings bonds. Indicate if you are redeeming all or specific bonds and provide their confirmation numbers.
- If you wish to transfer securities, complete Part C-1 for transferring securities to another TreasuryDirect account and Part C-2 for transfers to a financial institution or brokerage firm.
- Use Part D-1 if you are editing the registration of existing securities. Provide details on the securities and new registration requested.
- In Part E, you can change or correct individual or entity account information. Specify the details that need adjustment.
- Finally, complete Part F by signing the form in the presence of an authorized certifying officer, ensuring all necessary certifications are included.
- Once the form is fully completed, you can save changes, download, print, or share the form as needed.
Complete your documents online with confidence and efficiency.
Sole Owner: Only one individual is named as owner. Primary Owner (with Secondary Owner): Two individuals' names are recorded for the security in TreasuryDirect, separated by the word "WITH." For example, "John Smith SSN 123-45-6789 WITH Mary Smith SSN 987-65-4321."
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