Treasury Direct Form 1522 Complete Filing and Redemption Guide

If you're looking to file and redeem Treasury Direct Form 1522, you've come to the right place. This guide will walk you through the process step by step.

The first step is to gather all required documents, which include the Form 1522 itself, a valid government-issued ID, and proof of Social Security number or Individual Taxpayer Identification Number (ITIN).

You'll also need to ensure the form is signed and dated correctly, as any errors or discrepancies can delay the process.

To get started with Treasury Direct, you'll need to create an account on the Treasury Direct website. This is a straightforward process that can be completed online.

The first step is to go to the Treasury Direct website and click on the "Open an Account" button. This will take you to a page where you can enter your personal and financial information.

Treasury Direct is a free service, so there are no fees associated with opening an account.

Intriguing read: Treasury Direct Account Authorization

So, you're getting started with Treasury Direct and want to know how to secure your online experience. One of the most important things to consider is the security of your form 1522.

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Here's a step-by-step guide to filling out and signing FS 1522:

If you're a trustee looking to cash a savings bond, you'll need to send in the required paperwork.

You'll need to submit FS Form 1522 along with the unsigned bond(s) you want to cash.

If you're not a trustee in the registration on the bond, you'll also need to include a copy of the trust document or certification of trust, depending on your state's requirements.

For testamentary trusts, you'll need to provide a copy of the certified will under court seal.

EE and I bonds can be reissued in electronic form, but you'll need to have a trust account in TreasuryDirect.

Worth a look: Treasury Direct I Bond Rate

HH bonds, on the other hand, are no longer redeemable and can't be reissued to a trust registration.

Here's a quick rundown of what you'll need to send in to cash a bond: