RESETFor official use only:Customer NoCase or SR#Customer NameFS Form 5178 (Revised May 2019)OMB No. 15300042Legacy Treasury DirectTransaction Request IMPORTANT: Follow instructions in filling out.
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How to fill out the FS Form 5178 (Revised May 2019) online
This guide provides a step-by-step approach to filling out the FS Form 5178 (Revised May 2019) online. By following these instructions, you will be able to complete your transaction request efficiently and accurately.
Follow the steps to complete the form successfully.
- Use the 'Get Form' button to access the FS Form 5178. This action will open the form in your preferred online editor.
- Begin by entering your Legacy Treasury Direct account information. Fill in your account number and the registered account name as it appears on your Statement of Account.
- In the transaction requested section, select the appropriate boxes for the transactions you wish to initiate, such as account consolidation, name change, address change, or telephone number change. Ensure accuracy in the details provided.
- If you select a name change, provide the complete new account name as it should appear. If changing direct deposit details, accurately enter the bank routing number, type of account, and financial institution information.
- For any taxpayer identification number corrections, enter the correct number and ensure this section is completed accurately.
- Proceed to the signatures and certification section. All necessary signatures must be filled out in ink. Ensure that the form is signed in the presence of a certifying officer if required.
- Once all fields are completed, you can save your changes, download the form, print it, or share it as necessary.
Complete your FS Form 5178 online today for a seamless transaction process.
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