
Get Fs Form 5179. Legacy Treasury Direct Security Transfer Request 2020-2025
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to use or fill out the FS Form 5179. Legacy Treasury Direct Security Transfer Request online
Filling out the FS Form 5179, the Legacy Treasury Direct Security Transfer Request, is essential for transferring securities between accounts. This guide will provide you with a straightforward, step-by-step process to ensure your form is accurately completed online.
Follow the steps to fill out the FS Form 5179 effectively.
- Click ‘Get Form’ button to obtain the form and open it for editing.
- Enter your Legacy Treasury Direct account information. Include the account number and name as stated on your account statement.
- In the securities identification and amount section, choose whether to transfer all securities or specify particular CUSIPs. Enter the total dollar amount and list relevant CUSIP numbers and amounts.
- In the transfer instructions section, indicate the transfer type. Choose between internal transfer to another Legacy Treasury Direct account, transfer to an online TreasuryDirect account, or external transfer to a financial institution. Fill in all requested details according to your choice.
- Sign the authorization section in the presence of a certifying officer. If there are multiple owners, all must sign.
- Obtain certification of your signature from an authorized certifying officer, ensuring all required information is completed.
- Send the completed form to the appropriate address based on the transfer type to ensure timely processing. Ensure you have provided all required information legibly.
- After submitting, expect to receive a statement of account confirming the transfer once processed.
Begin filling out your FS Form 5179 online today for a smooth securities transfer process.
TreasuryDirect offers several account types, including individual accounts, custodial accounts for minors, and organizational accounts for entities. Each account serves specific purposes, allowing users to buy, manage, and transfer Treasury securities efficiently. With the FS Form 5179, Legacy Treasury Direct Security Transfer Request, you can streamline transfers between these various account types.
Fill FS Form 5179. Legacy Treasury Direct Security Transfer Request
FS Form 5179 (Revised August 2022). FS Form 5179, Security Transfer Request Transfers securities from a Legacy TreasuryDirect account. You may use this form to request the transfer of securities from a Legacy Treasury Direct account to: • another Legacy Treasury Direct account, or. Fill out FS Form 5179 to transfer the security. Treasury must receive your form at least 10 business days before the maturity date of the security. OMB Number: 15300042. Form Numbers: FS Form 5178—Transaction Request. FS Form 5179 Security Transfer Request. FS Form 5182 – New Account Request. FS Form 5456, Authorization for Release of Information.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.