Forms for Savings Bonds — TreasuryDirect

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<main id="main"> <section class="jumbo-stage"> <div class="background text-center" style="background-image: url('/images/content/stage-forms.jpg');"> <div class="container-xxl"> <img src="/images/content-icons/icon-circle-form.svg" alt=""> <h1>Forms for Savings Bonds</h1> </div> </div> <div class="container-xxl"> <div class="content"> <div class="content-inner"> <p>This page has links to forms you may need for savings bonds.</p> </div> </div> </div> </section> <section> <div class="section-container container-xxl"> <p> </p> <p style="background-color: #006699; color: white; padding: 20px"> You may be holding unredeemed, mature U.S. Savings Bonds. Find out how to securely redeem your earnings.   <a class="btn btn-sm btn-td-orange text-white shadow-none" href="/savings-bonds/treasury-hunt/">Learn More</a></p> </div> </section> <section> <div class="section-container container-xxl"> <div class="alert alert-important" role="alert"> <div> <h2>Savings bonds are different from Treasury bonds </h2> <p>Savings bonds, such as Series EE and Series I bonds, cannot be "marketed." They cannot be bought and sold after you own them.</p> <p>Other Treasury securities (without a letter designation like EE or I) can be sold after you buy them. Thus, they are "marketable."</p> <p>If you are looking for forms for a marketable security - a Treasury Bond, Treasury Bill, Treasury Note, Treasury Inflation-Protected Security (TIPS), or Floating Rate Note (FRN), go to <a href="/marketable-securities/forms/">Forms for Treasury marketable securities</a>.</p> </div> </div> </div> </section> <section> <div class="section-container container-xxl"> <div class="body-copy"> <h2>Important information about</h2> <h3>... signatures</h3> <p>Some forms require a certified signature. If your form says you need that, wait to sign it until you are with the person who will certify your signature. Follow the instructions on the form about having your signature certified. For more about who can certify, see <a href="/research-center/signature-certification/">Signature certification</a>.</p> <h3>…death certificates or other legal evidence</h3> <p>If a form asks for legal evidence, such as a death certificate, be sure to include it. However, <strong>we won't return it.</strong> A photocopy is fine if the stamp or seal is legible.</p> <h3>…sending savings bonds to us</h3> <p>Some forms tell you to send the bonds with the form. Others tell you not to send in the bonds. Follow the instructions on the form.</p> <p>If you are asking us to pay you for paper savings bonds, send the physical bonds (signed or unsigned) along with the form and mail them to us at the address shown on <a href="/forms/sav1522.pdf" target="_blank">FS Form 1522</a>.</p> <h2>Getting the form you need</h2> <p>For each form below, use the link in the table to open the form.</p> <p>To download a form to your computer, you can use Adobe Acrobat Reader. It's free from <a href="https://get.adobe.com/reader/" target="_blank" rel="noreferrer noopener">Adobe</a>.</p> <p>To fill out a form, you can either:</p> <ul> <li>fill out the form on the computer and then print it, or</li> <li>print it and fill it out by hand</li> </ul> <table class="table table-hover table-striped"> <thead> <tr class="bg-td-blue-lighter"> <th style="width: 32%">Form Name</th> <th>Title and Description</th> </tr> </thead> <tbody> <tr> <td><a href="/forms/indemnstmt.pdf" target="_blank">Form 700-A</a></td> <td><strong>Indemnification Statement</strong><br> A bank uses to receive credit for a paid savings bond or note that has been lost or destroyed.</td> </tr> <tr> <td><a href="/forms/sav0385.pdf" target="_blank">FS Form 0385</a></td> <td><strong>Certificate of Identity</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sec1010.pdf" target="_blank">FS Form 1010</a></td> <td><strong>Resolution for Transactions Involving Treasury Securities</strong><br> Authorizes individuals in an organization to conduct transactions regarding Treasury securities.</td> </tr> <tr> <td><a href="/forms/sec1014.pdf" target="_blank">FS Form 1014</a></td> <td><strong>Certificate of Incumbency of Officers (Corporation or Unincorporated Association)</strong></td> </tr> <tr id="1048"> <td>FS Form 1048</td> <td><strong>Claim for Lost, Stolen, or Destroyed United States Savings Bonds</strong><br> Request payment or replacement of lost, stolen, or destroyed bonds.<br> Sign this form in the presence of a notary or a <a href="/research-center/signature-certification/">certifying individual</a>.<br><br> <a href="/indiv/tools-videos/locating-your-lost-savings-bonds/">HELP VIDEO: Locating your lost Savings Bonds</a><br><br> To get the proper version of FS Form 1048, please answer the following question.<br><br> <strong>Do you know your bonds’ serial numbers?</strong><br> <div class="collapse-block py-3" style="" id="id-yes-555938"> <a class="collapse-summary font-large text-body text-decoration-none" role="button" data-toggle="collapse" href="#id-yes-555938-1" aria-controls="id-yes-555938-1" aria-expanded="false"> Yes </a> <div id="id-yes-555938-1" class="collapse"> <div class="collapse-details mt-4"> Use <a href="/forms/sav1048.pdf" target="_blank">this FS Form 1048</a>. </div> </div> </div> <div class="collapse-block py-3" style="" id="id-no-692833"> <a class="collapse-summary font-large text-body text-decoration-none" role="button" data-toggle="collapse" href="#id-no-692833-1" aria-controls="id-no-692833-1" aria-expanded="false"> No </a> <div id="id-no-692833-1" class="collapse"> <div class="collapse-details mt-4"> <ul> <li><strong>If your bond was issued before 1974</strong>, use <a href="/forms/sav1048.pdf" target="_blank">this FS Form 1048</a>. Use this version even though you don’t know the serial numbers.</li> <li><strong>If your bond was issued in 1974 or after</strong>, go to <a href="/savings-bonds/treasury-hunt/" target="_blank">Treasury Hunt</a>. 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.</li> </ul> </div> </div> </div> </td> </tr> <tr> <td><a href="/forms/sav1050.pdf" target="_blank">FS Form 1050</a></td> <td><strong>Creditor's Request for Payment of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav1455.pdf" target="_blank">FS Form 1455</a></td> <td><strong>Request by Fiduciary for Distribution of United States Treasury Securities</strong><br> Used by fiduciary to establish entitlement and request distribution of Treasury securities to the person lawfully entitled.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav1522.pdf" target="_blank">FS Form 1522</a></td> <td><strong>Special Form of Request for Payment of United States Savings and Retirement Securities Where Use of a Detached Request Is Authorized</strong><br> Request payment when use of a detached request is authorized.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.<br> <strong>Use this form for paper securities only</strong>.<br><br> <a href="/indiv/tools-videos/redeem-paper-bonds/">HELP VIDEO: How to redeem paper savings bonds (FS Form 1522)</a><br> </td> </tr> <tr> <td><a href="/forms/sav1849.pdf" target="_blank">FS Form 1849</a></td> <td><strong>Disclaimer and Consent with Respect to United States Treasury Securities</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav1851.pdf" target="_blank">FS Form 1851</a></td> <td><strong>Request To Reissue United States Savings Bonds to a Personal Trust</strong><br> Request reissue of bonds to a personal trust.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav1980.pdf" target="_blank">FS Form 1980</a></td> <td><strong>Change of Address and/or Identification of Account for United States Registered Securities</strong><br> Description of bonds to show new address for interest payments or to identify accounts.</td> </tr> <tr> <td><a href="/forms/sav2243.pdf" target="_blank">FS Form 2243</a></td> <td><strong>Supplemental Statement for United States Securities</strong><br> Support claim made on FS Form 1048 or FS Form 3062-4.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav2490.pdf" target="_blank">FS Form 2490</a></td> <td><strong>Description of United States Saving Bonds/Notes</strong></td> </tr> <tr> <td><a href="/forms/sav2513.pdf" target="_blank">FS Form 2513</a></td> <td><strong>Application by Voluntary Guardian of Incapacitated Owner of United States Savings Bonds or Savings Notes</strong><br> Apply for payment, reinvestment, or substitute securities.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav2517.pdf" target="_blank">FS Form 2517</a></td> <td><strong>Application for Relief Due to the Loss, Theft, or Destruction of Paid United States Savings Bonds/Notes</strong></td> </tr> <tr> <td><a href="/forms/sav2778-1.pdf" target="_blank">FS Form 2778-1</a></td> <td><strong>Certification Attachment</strong><br> Additional signature boxes and signature certifications to attach to a form.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav2966.pdf" target="_blank">FS Form 2966</a></td> <td><strong>Special Bond of Indemnity by Purchaser of United States Savings Bonds/Notes Involved in a Chain Letter Scheme</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav3062-4.pdf" target="_blank">FS Form 3062-4</a></td> <td><strong>Claim for United States Savings Bonds Not Received</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav3500.pdf" target="_blank">FS Form 3500</a></td> <td><strong>Continuation Sheet for Listing Securities</strong><br> List additional bonds for payment; attach to a form.</td> </tr> <tr> <td><a href="/forms/sav3565.pdf" target="_blank">FS Form 3565</a></td> <td><strong>Application for Disposition of Retirement Plan and/or Individual Retirement Bonds Without Administration of Deceased Owner's Estate</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td>FS Form 3600</td> <td><strong>Redemption Tables for Series E, EE, and I Savings Bonds, and Savings Notes</strong><br> We no longer publish this form. You may use the <a href="/savings-bonds/savings-bond-calculator/">Savings Bond Calculator</a> to find the value of your paper bonds.</td> </tr> <tr> <td><a href="/forms/sav3782.pdf" target="_blank">FS Form 3782</a></td> <td><strong>Table of Interest Payments ($1,000 Denomination) for the Current Year—Series HH Savings Bonds</strong></td> </tr> <tr> <td><a href="/forms/sav4000.pdf" target="_blank">FS Form 4000</a></td> <td><strong>Request To Reissue United States Savings Bonds</strong><br> Use to request reissue of paper savings bonds, except for reissue to a personal trust.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav4239.pdf" target="_blank">FS Form 4239</a></td> <td><strong>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</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav4651.pdf" target="_blank">FS Form 4651</a></td> <td><strong>United States Retirement Plan Bonds—Tables of Redemption Values for Twelve Month Period</strong></td> </tr> <tr> <td><a href="/forms/sav4652.pdf" target="_blank">FS Form 4652</a></td> <td><strong>United States Individual Retirement Bonds—Tables of Redemption Values for Twelve Month Period</strong></td> </tr> <tr> <td><a href="/forms/sav5063.pdf" target="_blank">FS Form 5063</a></td> <td><strong>Notice of Withholding on Redemption of U.S. Retirement Plan or U.S. Individual Retirement Bonds</strong></td> </tr> <tr> <td><a href="/forms/sav5188.pdf" target="_blank">FS Form 5188</a></td> <td><strong>Durable Power of Attorney for Securities and Savings Bonds Transactions</strong><br> Assign a power of attorney for transactions involving Treasury securities.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sec5235.pdf" target="_blank">FS Form 5235</a></td> <td><strong>Report of Nonreceipt, Loss, Theft, or Destruction of Fiscal Agency Check and Application for Replacement</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav5257.pdf" target="_blank">FS Form 5257</a></td> <td><strong>Change of Address Notification for HH/H Accounts</strong></td> </tr> <tr> <td><a href="/forms/sav5336.pdf" target="_blank">FS Form 5336</a></td> <td><strong>Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration</strong><br> Use for disposition and/or payment according to the Order of Precedence For Voluntary Representatives.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav5394.pdf" target="_blank">FS Form 5394</a></td> <td><strong>Agreement and Request for Disposition of a Decedent’s Treasury Securities</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav5396.pdf" target="_blank">FS Form 5396</a></td> <td><strong>Direct Deposit Sign-Up Form</strong><br> Request direct deposit of interest payments or a redemption payment.</td> </tr> <tr> <td><a href="/forms/sav5396-1.pdf" target="_blank">FS Form 5396-1</a></td> <td><strong>Direct Deposit Sign-Up Form Attachment</strong><br> Use this form with FS Form 5396, if FS Form 5396 doesn't provide sufficient space for signatures.</td> </tr> <tr> <td><a href="/forms/acctauth.pdf" target="_blank">FS Form 5444</a></td> <td><strong>TreasuryDirect® Account Authorization</strong><br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>. <br><br> <a href="/indiv/tools-videos/account-authorization/">HELP VIDEO: Account authorization (FS Form 5444) </a><br> </td> </tr> <tr> <td><a href="/forms/sav5446.pdf" target="_blank">FS Form 5446</a></td> <td><strong>TreasuryDirect® Offline Transaction Request</strong><br> Use for certain TreasuryDirect transactions that can't be conducted online.<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sav5456.pdf" target="_blank">FS Form 5456</a></td> <td><strong>Authorization for Release of Information</strong></td> </tr> <tr> <td><a href="/forms/pdf5511.pdf" target="_blank">FS Form 5511</a></td> <td><strong>TreasuryDirect® Transfer Request</strong><br> Use to transfer securities you hold in TreasuryDirect<br> Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.</td> </tr> <tr> <td><a href="/forms/sec5512.pdf" target="_blank">FS Form 5512</a></td> <td><strong>TreasuryDirect Redemption and/or Bank Change Request</strong><br> For an account in TreasuryDirect, use this form to redeem savings bonds or change bank information. Sign this form in the presence of a <a href="/research-center/signature-certification/">certifying individual</a>.<br> <strong>Do NOT use this form for paper savings bonds or other paper securities</strong>.</td> </tr> <tr> <td><a href="/forms/mar0023.pdf" target="_blank">FS Publication 0023</a></td> <td><strong>Buying Savings Bonds</strong> <br><br> <a href="/indiv/tools-videos/purchase-e-bonds/">HELP VIDEO: How to purchase electronic savings bonds</a><br></td> </tr> <tr> <td><a href="/forms/savpdp0026.pdf" target="_blank">FS Publication 0026</a></td> <td><strong>Questions and Answers for Series EE Savings Bonds Issued May 1997 Through April 2005</strong></td> </tr> <tr> <td><a href="/forms/savpdp0026-1.pdf" target="_blank">FS Publication 0026-1</a></td> <td><strong>Questions and Answers About Series EE Savings Bonds Issued May 2005 and Thereafter</strong></td> </tr> <tr> <td><a href="/forms/savpdp0027.pdf" target="_blank">FS Publication 0027</a></td> <td><strong>Savings Securities Maturity Chart-Series E/EE, Savings Notes, Series I, Series H/HH</strong></td> </tr> <tr> <td><a href="/forms/savpdp0034.pdf" target="_blank">FS Publication 0034</a></td> <td><strong>Questions and Answers About Series EE Savings Bonds Issued May 1995 Through April 1997</strong></td> </tr> <tr> <td><a href="/forms/savpdp0035.pdf" target="_blank">FS Publication 0035</a></td> <td><strong>Questions and Answers About Series E/EE Savings Bonds and Savings Notes Issued Before November 1982</strong></td> </tr> <tr> <td><a href="/forms/savpdp0036.pdf" target="_blank">FS Publication 0036</a></td> <td><strong>Questions and Answers About Series EE Savings Bonds Issued November 1982 Through April 1995</strong></td> </tr> <tr> <td><a href="/forms/savpdp0039.pdf" target="_blank">FS Publication 0039</a></td> <td><strong>Questions and Answers About Series I Savings Bonds</strong></td> </tr> <tr> <td><a href="/forms/sav0040.pdf" target="_blank">FS Publication 0040</a></td> <td><strong>Redemption and Reissue Instructions for Series HH and Series H Bonds</strong></td> </tr> <tr> <td><a href="/forms/savpdp0049.pdf" target="_blank">FS Publication 0049</a></td> <td><strong>Questions and Answers About Trusts</strong></td> </tr> <tr> <td><a href="/forms/sec0050.pdf" target="_blank">FS Publication 0050</a></td> <td><strong>Interest Accrual Dates for Series E, Series EE, and Series I United States Savings Bonds, and Savings Notes</strong></td> </tr> <tr> <td><a href="/forms/savpdp0051.pdf" target="_blank">FS Publication 0051</a></td> <td><strong>Using Savings Bonds for Education</strong></td> </tr> <tr> <td><a href="/forms/savpdp0063.pdf" target="_blank">FS Publication 0063</a></td> <td><strong>Savings Bonds—Redemption and Reissue Instructions for Surviving Registrant</strong></td> </tr> <tr> <td><a href="/forms/savpdp0064.pdf" target="_blank">FS Publication 0064</a></td> <td><strong>Savings Bonds—Redemption and Reissue Instructions for Administered Estates</strong></td> </tr> <tr> <td><a href="/forms/savpdp0065.pdf" target="_blank">FS Publication 0065</a></td> <td><strong>Savings Bonds—Redemption and Reissue Instructions for Nonadministered Estates</strong></td> </tr> <tr> <td><a href="/forms/sav0105.pdf" target="_blank">FS Publication 0105</a></td> <td><strong>Power of Attorney: United States Savings Bonds & Notes</strong><br> Gives instructions for doing business through an attorney-in-fact.</td> </tr> <tr> <td><a href="/forms/sav0106.pdf" target="_blank">FS Publication 0106</a></td> <td><strong>Trust Transactions: United States Savings Bonds & Notes</strong><br> Gives information on the forms and documents you need to conduct transactions involving trusts.</td> </tr> <tr> <td><a href="/forms/sav0107.pdf" target="_blank">FS Publication 0107</a></td> <td><strong>Filing a Claim for Lost, Stolen, or Destroyed United States Savings Bonds & Notes</strong><br> Gives instructions for filing a claim.</td> </tr> <tr> <td><a href="https://www.irs.gov/pub/irs-pdf/fw8ben.pdf" target="_blank" rel="noreferrer noopener">IRS FORM W-8BEN</a></td> <td><strong>Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)</strong><br> Establish you're a citizen of a foreign country to report a reduced rate or exemption of tax under a tax convention or treaty.</td> </tr> <tr> <td><a href="https://www.irs.gov/pub/irs-pdf/fw9.pdf" target="_blank" rel="noreferrer noopener">IRS FORM W-9</a></td> <td><strong>Request for Taxpayer Identification Number and Certification</strong><br> Request to provide and certify either a Social Security Number or Employer Identification Number.</td> </tr> </tbody> </table> </div> </div> </section> <section> <div class="section-container container-xxl"> <div class="body-copy"> <h4 class="h1">We're Here to Help</h4> </div> <div class="row"> <div class="col-md d-flex align-items-center"> <div class="contact-icon mr-3"> <span class="icon-email"></span> </div> <div class="contact-content"> <div 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Forms for Savings Bonds — TreasuryDirect