My relationship to the decedent is. FS Form 5336 Department of the Treasury Bureau of the Fiscal Service PART C TYPE OF DISPOSITION Payment to yourself as voluntary representative on behalf of all persons entitled to share in the decedent s estate except for unmatured marketable securities. RESET For official use only Customer Name Case No. FS Form 5336 revised March 2018 OMB No. 1530-0055 Disposition of Treasury Securities Belonging to a Decedent s Estate Being Settled Without Administration IMPORTANT Follow instructions in filling out this form. You should be aware that the making of any false fictitious or fraudulent claim or statement to the United States is a crime that is punishable by fine and/or imprisonment. Print in ink or type all information* A person applying to act as voluntary representative of a decedent s estate that is not being administered uses this form 1 to apply to act as voluntary representative and 2 to request disposition of United States Treasury Securities a....
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How to fill out the FS 5336 online
Filling out the FS Form 5336 online can be an essential step in managing the disposition of United States Treasury securities belonging to a decedent’s estate that is being settled without formal administration. This guide will provide clear and supportive instructions to help you navigate each section of the form successfully.
Follow the steps to fill out the FS Form 5336 online effectively.
- Press the ‘Get Form’ button to obtain the FS Form 5336 and open it in your preferred editor.
- Complete Part A by providing the decedent's name, Social Security number, and jurisdiction of legal residence. Ensure to include certified copies of death certificates for all deceased registrants.
- In Part B, indicate your eligibility to act as the voluntary representative by marking the appropriate box based on your relationship to the decedent. Carefully review the Order of Precedence for guidance.
- In Part C, select the type of disposition you are requesting by checking the relevant box or boxes regarding payment or transfer.
- For Part D, if you are requesting payment to yourself as the voluntary representative, fill in your name, Social Security number, and mailing address, providing details of the securities and payment information.
- If you are transferring unmatured marketable securities, move to Part E and provide the necessary information about the transfer destination and securities identification.
- In Part F, specify the distribution method and the persons entitled to receive the securities or related payments. Ensure you collect the required details on securities for each distributee.
- Finally, complete Part G by signing the form in ink and certifying that the information provided is true. Ensure that a certifying officer witnesses your signature and provides the appropriate certification.
Complete your FS Form 5336 online today for a smoother experience in managing estate securities.
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