RESETFor official use only:Customer NoCase or SR#Customer NameFS Form 1522 (Revised April 2020)OMB No. 15300028Special Form of Request for Payment of United States Savings and Retirement Securities Where.
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How to fill out the PDF FS Form 1522 - TreasuryDirect online
This guide provides clear and concise instructions on how to effectively complete the PDF FS Form 1522 - TreasuryDirect online. By following these steps, users can ensure their submissions are accurate and complete, facilitating a smooth transaction process.
Follow the steps to complete your form accurately.
- Press the ‘Get Form’ button to access the PDF FS Form 1522, ensuring it opens for you to begin filling out the required information.
- In the first section, 'Description of Bonds', input the names of the individuals listed on the bonds. Be sure to include the respective issue dates and serial numbers for each bond.
- Move on to the 'Instructions for Direct Deposit Payment' section. Here, you must provide either a Social Security Number or an Employer Identification Number, along with the name associated with the account.
- Next, fill in the bank routing number, which is nine digits and should begin with 0, 1, 2, or 3. Specify whether the account type is checking or savings.
- Continue by entering the depositor’s account number and the financial institution’s name and phone number. Double-check this information for accuracy to prevent any delays.
- Proceed to the 'Signature' section. Each payer must sign in ink and print their name, provide their Social Security Number, address, daytime telephone number, and, if applicable, their email address.
- If a name change has occurred, indicate the change clearly in your signature. For example, write 'Miss Mary T. Jones now by marriage Mrs. Mary T. Smith.'
- Ensure that the form is signed in the presence of a certifying officer, who will also need to provide their signature, title, and certification details.
- Lastly, review all sections of the form for accuracy. Once completed, users can save changes, download, print, or share the form as needed.
Complete your submission accurately by filling out the PDF FS Form 1522 online today.
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How to cash in savings bonds form 1522?
To tell us to cash your HH bond: 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 will need to have your signature certified. ... Send the bonds, the filled-out and signed FS Form 1522, and any supporting documents to:
Where can I get a signed TreasuryDirect form?
Sign in ink in the presence of a certifying officer or notary. ... Authorized certifying officers are available at financial institutions, including credit unions, in the United States. Mail the completed authorization form to: Treasury Retail Securities Services, PO Box 9150, Minneapolis, MN 55480-9150.
What is a FS 1522 form?
FS Form 1522. Department of the Treasury | Bureau of the Fiscal Service. 3. INSTRUCTIONS. USE OF FORM – Use this form to request payment of United States Savings Bonds, Savings Notes, Retirement Plan Bonds, and Individual Retirement Bonds.
Where do I get a FS form 1522?
Treasury Retail Securities Services, P.O. Box 9150, Minneapolis, MN 55480-9150 (Phone: 844-284-2676--toll free.)
Who can certify a TreasuryDirect account authorization form?
In the United States Who may certify signatures in the U.S.Evidence of certifying individual's authorityA judge or clerk of a U.S. courtWe require the seal of a U.S. court.5 more rows
What is FS form 1522 used for?
USE OF FORM – Use this form to request payment of United States Savings Bonds, Savings Notes, Retirement Plan Bonds, and Individual Retirement Bonds.
How do I transfer ownership of an I bond?
How to Add a Joint Owner or Change Beneficiary on I Bonds Registration at Time of Purchase. Only a Person, Not a Trust. Review Current Registrations. Create Your Desired Registration. Associate New Registration to Existing Bonds. Grant Transact or View Rights. Deposited Paper Bonds with Joint Ownership.
What form do I need to redeem a savings bond?
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.
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