Get Fs 5446 2021-2025

Completing the FS 5446 form online allows users to manage TreasuryDirect account transactions that cannot be completed through the typical online interface. This guide provides clear and user-friendly instructions to ensure that all necessary information is filled out accurately.

Follow the steps to successfully complete the FS 5446 online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Part A — Account and Transaction Information. Fill in your TreasuryDirect account number, account name, and Taxpayer Identification Number (either SSN or EIN). Ensure that all details are accurate.
3. In the transactions requested section, check all applicable boxes that describe the actions you want to take, such as changing account information or editing registrations.
4. Specify your capacity as the applicant by checking the appropriate boxes: whether you are an individual account owner, an entity account manager, or another capacity.
5. In Part B, complete registration edits for securities by selecting whether to edit all securities or specific securities, and provide necessary details such as CUSIP numbers if applicable.
6. In Part C, provide information if you are changing or correcting an individual account owner's details. Fill in the correct legal names, social security numbers, or dates of birth as needed.
7. For changes related to entity accounts, fill in Part D. Specify details such as the name changes for the entity account and provide reasons or evidence as required.
8. Complete Part E, ensuring that all required signatures and certifications are provided. Make sure that signatures are witnessed by a certifying officer, as required.
9. Once all sections are completed, save your changes and ensure all parts are compiled in order. You can then download, print, or share the completed FS 5446 form.

Take the next step in managing your TreasuryDirect account by completing your FS 5446 form online today.