Get Fs Form 5511 - Treasurydirect

Filling out the FS Form 5511 online is a straightforward process that allows users to request the transfer of securities within a TreasuryDirect account. This guide will provide clear instructions and detailed information tailored to assist users in completing the form accurately and efficiently.

Follow the steps to complete the FS Form 5511 online.

1. Press the ‘Get Form’ button to access the FS Form 5511. This action will open the form in an online editor, allowing you to fill it out easily.
2. Complete the TreasuryDirect account information section by entering your account number, account name, and taxpayer identification number (either SSN or EIN). Ensure this information is accurate, as it is essential for the transfer process.
3. In the description of securities section, you must choose one of the transfer options: either transfer all securities, specify the securities in an attached list, or describe individual securities directly on the form. Follow the prompts carefully to ensure correct selection.
4. If you are transferring securities to another TreasuryDirect account, provide the receiver's TreasuryDirect account number, account name, and taxpayer identification number, if available. Confirm that the transfer is not a divorce-related transfer unless indicated.
5. If applicable, fill in the section for transferring securities to a financial institution or brokerage firm, including the routing number, financial institution name, and any special handling instructions as required by the receiving institution.
6. Complete the signatures and certifications section, ensuring to sign in the presence of an authorized certifying officer. Provide all necessary personal information, including name, address, and daytime phone number. Remember that certification by a notary is not acceptable.
7. Review the completed form for accuracy before submission. Once satisfied with the information provided, you can save changes, download, print, or share the form as necessary.

Start filling out the FS Form 5511 online now to ensure a smooth transfer of your securities.