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RESETFor official use only:Customer NoCase or SR#Customer NameFS Form 1010 (Revised April 2020)OMB No. 15300049Resolution for Transactions Involving Treasury Securities IMPORTANT: Follow instructions.

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How to use or fill out the FS Form 1010 (Revised April 2020) online

Filling out the FS Form 1010 (Revised April 2020) online is a straightforward process that ensures proper authorization for transactions involving Treasury securities. This guide provides step-by-step instructions to help users navigate the form with clarity and confidence.

Follow the steps to complete the form effectively.

  1. Press the ‘Get Form’ button to access the form and open it in the editor.
  2. In the first section titled ‘Resolution’, provide the full name(s) and title(s) of individuals authorized to act on behalf of the organization. Enter the organization’s name and Taxpayer Identification Number or account number accurately.
  3. Indicate whether the designated individuals are authorized to perform transactions separately or jointly. If neither option is selected, joint authority will be assumed.
  4. If applicable, indicate whether the authorized individuals can execute a bond of indemnity. If this is not specified, it will be assumed they cannot.
  5. Determine the duration of the authorization. Specify ‘until revoked’ or choose a time frame of 1 year, 2 years, or another specified period.
  6. Decide whether the authorization applies to all accounts/securities or only those listed on any attached pages, and make the appropriate selection.
  7. Move to the ‘Authorization’ section where an officer, not named in the first section, must sign and date the form. Include the organization's seal if available.
  8. If the organization lacks a seal, complete the ‘Certification’ section. Have a certifying officer endorse the form, confirming the identity of the individuals appearing before them.
  9. Once all fields are completed, review the form for accuracy. Save the changes, and you can choose to download, print, or share the filled form as needed.

Complete your FS Form 1010 online today for seamless transactions involving Treasury securities.

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Get a certified copy of the death certificate for everyone who has died who is named on any of the bonds. Have each person who is entitled to a distributed bond also fill out and sign the appropriate forms: If they want cash for their bond: FS Form 1522. If it is an EE or I bond and they want to keep it: FS Form 4000.

FS Form 1455. Request by Fiduciary for Distribution of United States Treasury Securities. Used by fiduciary to establish entitlement and request distribution of Treasury securities to the person lawfully entitled. Sign this form in the presence of a certifying individual.

Get FS Form 1522. Fill it out. Get your signature certified, if necessary. (If the value of the bond(s) you are cashing is more than $1,000, you must have your signature certified.

Who may certify signatures in the U.S. We require the institution's seal or signature guarantee stamp. If the institution is an authorized paying agent for U.S. Savings Bonds, we require a legible imprint of the paying agent's stamp. They may only certify security transfers.

USE OF FORM – Use this form to request payment of United States Savings Bonds, Savings Notes, Retirement Plan Bonds, and Individual Retirement Bonds.

Fill out and send us FS Form 4000 and the bonds. In your TreasuryDirect account, you can: add another person as secondary owner. add or remove a beneficiary.

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