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Get Treasury Fs 5394 2025
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How to fill out the Treasury FS 5394 online
The Treasury FS 5394 form, known as the Agreement and Request for Disposition of a Decedent’s Treasury Securities, is crucial for the management of a decedent’s estate. This guide provides a clear and supportive step-by-step approach on how to complete the form online.
Follow the steps to fill out the Treasury FS 5394 accurately.
- Press the ‘Get Form’ button to acquire the Treasury FS 5394 form. Opening it in an online editor will allow you to fill it out conveniently.
- In Part A, provide the decedent’s information. Enter the name of the deceased, their Social Security number, and the state of legal residence. Be sure to submit certified copies of death certificates for all deceased registrants.
- In Part B, indicate the circumstances of the request by marking the appropriate box. You may choose if the estate has been closed through court proceedings or if it is being settled under state statutes. Ensure to attach the required evidence for your circumstance.
- Part C requires you to list all individuals entitled to the securities and/or payments. Include their names, basis of entitlement, ages if under 21, and any details regarding legal disabilities.
- In Part D, complete one for each entitled person. Include their name and Social Security or Employer Identification Number, followed by a description of the securities and/or payments, issue date, face amount, identifying number, and type of distribution requested.
- Ensure to specify the mailing address and email address for correspondence regarding the requested distribution in Part D.
- Complete Part E with signatures and certifications. All relevant individuals must sign in ink before a certifying officer who will then complete their section.
- Finally, review the form for accuracy, save your changes, and proceed to download, print, or share the completed form as required.
Start filling out your Treasury FS 5394 form online today to ensure proper disposition of a decedent's securities.
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