Forms for Savings Bonds — TreasuryDirect (2024)

Form 700-A Indemnification Statement
A bank uses to receive credit for a paid savings bond or note that has been lost or destroyed. FS Form 0385 Certificate of Identity
Sign this form in the presence of a certifying individual. FS Form 1010 Resolution for Transactions Involving Treasury Securities
Authorizes individuals in an organization to conduct transactions regarding Treasury securities. FS Form 1014 Certificate of Incumbency of Officers (Corporation or Unincorporated Association) FS Form 1048 Claim for Lost, Stolen, or Destroyed United States Savings Bonds
Request payment or replacement of lost, stolen, or destroyed bonds.
Sign this form in the presence of a notary or a certifying individual.

To get the proper version of FS Form 1048, please answer the following question.

Do you know your bonds’ serial numbers?

No

  • If your bond was issued before 1974, use this FS Form 1048. Use this version even though you don’t know the serial numbers.
  • If your bond was issued in 1974 or after, go to Treasury Hunt. Enter the information Treasury Hunt requests. If the system finds your bonds, it will give you a special version of FS Form 1048 that enables us to process your claim without serial numbers. Make sure the form shows a reference number at the top, then complete the form. Sign it in the presence of a notary or a certifying official. Mail the form to the address on the form.
FS Form 1050 Creditor's Request for Payment of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration
Sign this form in the presence of a certifying individual. FS Form 1455 Request by Fiduciary for Distribution of United States Treasury Securities
Used by fiduciary to establish entitlement and request distribution of Treasury securities to the person lawfully entitled.
Sign this form in the presence of a certifying individual. FS Form 1522 Special Form of Request for Payment of United States Savings and Retirement Securities Where Use of a Detached Request Is Authorized
Request payment when use of a detached request is authorized.
Sign this form in the presence of a certifying individual.
Use this form for paper securities only. FS Form 1849 Disclaimer and Consent with Respect to United States Treasury Securities
Sign this form in the presence of a certifying individual. FS Form 1851 Request To Reissue United States Savings Bonds to a Personal Trust
Request reissue of bonds to a personal trust.
Sign this form in the presence of a certifying individual. FS Form 1980 Change of Address and/or Identification of Account for United States Registered Securities
Description of bonds to show new address for interest payments or to identify accounts. FS Form 2243 Supplemental Statement for United States Securities
Support claim made on FS Form 1048 or FS Form 3062-4.
Sign this form in the presence of a certifying individual. FS Form 2490 Description of United States Saving Bonds/Notes FS Form 2513 Application by Voluntary Guardian of Incapacitated Owner of United States Savings Bonds or Savings Notes
Apply for payment, reinvestment, or substitute securities.
Sign this form in the presence of a certifying individual. FS Form 2517 Application for Relief Due to the Loss, Theft, or Destruction of Paid United States Savings Bonds/Notes FS Form 2778-1 Certification Attachment
Additional signature boxes and signature certifications to attach to a form.
Sign this form in the presence of a certifying individual. FS Form 2966 Special Bond of Indemnity by Purchaser of United States Savings Bonds/Notes Involved in a Chain Letter Scheme
Sign this form in the presence of a certifying individual. FS Form 3062-4 Claim for United States Savings Bonds Not Received
Sign this form in the presence of a certifying individual. FS Form 3500 Continuation Sheet for Listing Securities
List additional bonds for payment; attach to a form. FS Form 3565 Application for Disposition of Retirement Plan and/or Individual Retirement Bonds Without Administration of Deceased Owner's Estate
Sign this form in the presence of a certifying individual. FS Form 3600 Redemption Tables for Series E, EE, and I Savings Bonds, and Savings Notes
We no longer publish this form. You may use the Savings Bond Calculator to find the value of your paper bonds. FS Form 3782 Table of Interest Payments ($1,000 Denomination) for the Current Year—Series HH Savings Bonds FS Form 4000 Request To Reissue United States Savings Bonds
Use to request reissue of paper savings bonds, except for reissue to a personal trust.
Sign this form in the presence of a certifying individual. FS Form 4239 Request by Owner or Person Entitled to Payment or Reissue of United States Savings Bonds/Notes Deposited in Safekeeping When Original Custody Receipts Are Not Available
Sign this form in the presence of a certifying individual. FS Form 4651 United States Retirement Plan Bonds—Tables of Redemption Values for Twelve Month Period FS Form 4652 United States Individual Retirement Bonds—Tables of Redemption Values for Twelve Month Period FS Form 5063 Notice of Withholding on Redemption of U.S. Retirement Plan or U.S. Individual Retirement Bonds FS Form 5188 Durable Power of Attorney for Securities and Savings Bonds Transactions
Assign a power of attorney for transactions involving Treasury securities.
Sign this form in the presence of a certifying individual. FS Form 5235 Report of Nonreceipt, Loss, Theft, or Destruction of Fiscal Agency Check and Application for Replacement
Sign this form in the presence of a certifying individual. FS Form 5257 Change of Address Notification for HH/H Accounts FS Form 5336 Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration
Use for disposition and/or payment according to the Order of Precedence For Voluntary Representatives.
Sign this form in the presence of a certifying individual. FS Form 5394 Agreement and Request for Disposition of a Decedent’s Treasury Securities
Sign this form in the presence of a certifying individual. FS Form 5396 Direct Deposit Sign-Up Form
Request direct deposit of interest payments or a redemption payment. FS Form 5396-1 Direct Deposit Sign-Up Form Attachment
Use this form with FS Form 5396, if FS Form 5396 doesn't provide sufficient space for signatures. FS Form 5444 TreasuryDirect® Account Authorization
Sign this form in the presence of a certifying individual. FS Form 5446 TreasuryDirect® Offline Transaction Request
Use for certain TreasuryDirect transactions that can't be conducted online.
Sign this form in the presence of a certifying individual. FS Form 5456 Authorization for Release of Information FS Form 5511 TreasuryDirect® Transfer Request
Use to transfer securities you hold in TreasuryDirect
Sign this form in the presence of a certifying individual. FS Form 5512 TreasuryDirect Redemption and/or Bank Change Request
For an account in TreasuryDirect, use this form to redeem savings bonds or change bank information. Sign this form in the presence of a certifying individual.
Do NOT use this form for paper savings bonds or other paper securities. FS Publication 0023 Buying Savings Bonds FS Publication 0026 Questions and Answers for Series EE Savings Bonds Issued May 1997 Through April 2005 FS Publication 0026-1 Questions and Answers About Series EE Savings Bonds Issued May 2005 and Thereafter FS Publication 0027 Savings Securities Maturity Chart-Series E/EE, Savings Notes, Series I, Series H/HH FS Publication 0034 Questions and Answers About Series EE Savings Bonds Issued May 1995 Through April 1997 FS Publication 0035 Questions and Answers About Series E/EE Savings Bonds and Savings Notes Issued Before November 1982 FS Publication 0036 Questions and Answers About Series EE Savings Bonds Issued November 1982 Through April 1995 FS Publication 0039 Questions and Answers About Series I Savings Bonds FS Publication 0040 Redemption and Reissue Instructions for Series HH and Series H Bonds FS Publication 0049 Questions and Answers About Trusts FS Publication 0050 Interest Accrual Dates for Series E, Series EE, and Series I United States Savings Bonds, and Savings Notes FS Publication 0051 Using Savings Bonds for Education FS Publication 0063 Savings Bonds—Redemption and Reissue Instructions for Surviving Registrant FS Publication 0064 Savings Bonds—Redemption and Reissue Instructions for Administered Estates FS Publication 0065 Savings Bonds—Redemption and Reissue Instructions for Nonadministered Estates FS Publication 0105 Power of Attorney: United States Savings Bonds & Notes
Gives instructions for doing business through an attorney-in-fact. FS Publication 0106 Trust Transactions: United States Savings Bonds & Notes
Gives information on the forms and documents you need to conduct transactions involving trusts. FS Publication 0107 Filing a Claim for Lost, Stolen, or Destroyed United States Savings Bonds & Notes
Gives instructions for filing a claim. IRS FORM W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
Establish you're a citizen of a foreign country to report a reduced rate or exemption of tax under a tax convention or treaty. IRS FORM W-9 Request for Taxpayer Identification Number and Certification
Request to provide and certify either a Social Security Number or Employer Identification Number.
Forms for Savings Bonds — TreasuryDirect (2024)

FAQs

What is TreasuryDirect Form 5444? ›

Account Authorization (FS Form 5444)

What is the FS 1522 form? ›

Request by Fiduciary for Distribution of United States Treasury Securities. Used by fiduciary to establish entitlement and request distribution of Treasury securities to the person lawfully entitled. Sign this form in the presence of a certifying individual. FS Form 1522.

What form do I need to redeem a savings bond? ›

Get FS Form 1522. Fill it out. Get your signature certified, if necessary. (If the value of the bond(s) you are cashing is more than $1,000, you must have your signature certified.

Do you get a 1099 INT for savings bonds? ›

If you have cashed paper savings bonds, you will receive a 1099-INT in the mail.

What is a FS form 5336? ›

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.

Why do I need form 5444? ›

To do so, you must fill out Form 5444 , which is designed to prevent fraud when opening the online TreasuryDirect account. The process involves going to go to a bank or credit union to get a seal or stamp of a notary or a "signature guaranteed" seal or stamp to verify your identity.

What is fs form 5512? ›

FS Form 5512 - Jan 2021

This form is used by a minor or their legal guardian to request the redemption of securities held in the minor's name. Originally published by: treasurydirect.gov.

What is fs form 4000? ›

FS Form 4000 (Revised March 2024) Request To Reissue United States Savings Bonds. IMPORTANT: Follow instructions in filling out this form. Making any false, fictitious, or fraudulent claim or statement to the United States is a crime and may be prosecuted. Print in ink or type all information.

What is fs form 1048? ›

U.S. savings bonds can be replaced if lost, stolen or destroyed by filling out FS Form 1048 and sending it to the Treasury Retail Securities Services. The Treasury Hunt tool can also be used to locate lost bonds or missing interest payments.

How do I redeem i-bonds from TreasuryDirect? ›

Log into your primary TreasuryDirect® account. Click the ManageDirect® tab at the top of the page. Under the heading Manage My Securities, click "Redeem securities".

How much is a $100 EE savings bond worth after 30 years? ›

How to get the most value from your savings bonds
Face ValuePurchase Amount30-Year Value (Purchased May 1990)
$50 Bond$100$207.36
$100 Bond$200$414.72
$500 Bond$400$1,036.80
$1,000 Bond$800$2,073.60
May 7, 2024

What is the easiest way to cash savings bonds? ›

You can cash paper bonds at a bank or through the U.S. Department of the Treasury's TreasuryDirect website. Not all banks offer the service, and many only provide it if you are an account holder, according to a NerdWallet analysis of the 20 largest U.S. banks.

Does TreasuryDirect send 1099 for bonds? ›

If a financial institution pays the bond, you get a 1099-INT from that financial institution either soon after you cash your bond or by January 31 of the following year. If your bonds are in your TreasuryDirect account, your 1099-INT is available in your account by January 31 of the following year.

How do I report a savings bond on my tax return? ›

If your total interest isn't more than $1500 for the year, and you're not otherwise required to report interest income on Schedule B, report the savings bond interest with your other interest on the "Interest" line of your tax return. For more information, see the Instructions for Schedule B (Form 1040).

How do I avoid taxes when cashing in savings bonds? ›

You can skip paying taxes on interest earned with Series EE and Series I savings bonds if you're using the money to pay for qualified higher education costs. That includes expenses you pay for yourself, your spouse or a qualified dependent. Only certain qualified higher education costs are covered, including: Tuition.

How long does it take to process form 5444? ›

Processing of FS Form 5444, for account authorization, currently takes about eight weeks." Who can authorize form 5444? The latest edition of the Account Authorization form FS 5444 requires a signature guarantee from either a certifying officer at a financial institution or a notary.

Why does TreasuryDirect need an account authorization form? ›

The purpose of requesting the information is to enable the Bureau of the Fiscal Service and its agents to issue securities, process transactions, make payments, identify owners and their accounts, and provide reports to the Internal Revenue Service.

Why is it so hard to get a Medallion Signature Guarantee? ›

Why Is a Medallion Signature Guarantee So Hard to Get? Medallion signature guarantees expose financial institutions to risks and liabilities; therefore, they do not issue them readily or to just anyone.

Do I need to report Treasury bond interest? ›

In general, you must report the interest in income in the taxable year in which you redeemed the bonds to the extent you did not include the interest in income in a prior taxable year.

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