Get Fs 5336 2019

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.

1. Press the ‘Get Form’ button to obtain the FS Form 5336 and open it in your preferred editor.
2. 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.
3. 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.
4. In Part C, select the type of disposition you are requesting by checking the relevant box or boxes regarding payment or transfer.
5. 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.
6. If you are transferring unmatured marketable securities, move to Part E and provide the necessary information about the transfer destination and securities identification.
7. 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.
8. 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.