Form FS Form 5444 FS Form 5444 TreasuryDirect Account Authorization

TreasuryDirect

sec5444

New Treasury Direct

OMB: 1530-0071

Document [pdf]
Download: pdf | pdf
RESET

For official use only:

Customer No

Case or SR#

Customer Name

FS Form 5444 (Revised February 2022)

OMB No. 1530-0071

TreasuryDirect Account Authorization
®

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.

INSTRUCTIONS
1.
2.
3.

Sign in ink in the presence of a certifying officer. Identification may be required.
Authorized certifying officers are available at financial institutions, including credit unions, in the United States. Certification by a
notary isn’t acceptable.
Mail the completed authorization form to: Treasury Retail Securities Services, PO Box 9150, Minneapolis, MN 55480-9150.

AUTHORIZATION
I submit this account authorization pursuant to the provisions of 31 CFR Part 363. I understand that my TreasuryDirect account will be activated
upon receipt and approval of this authorization. Under penalty of perjury, I certify the information provided is true, correct and complete.
_______________________________________________________________

____________________________________
(TreasuryDirect Account Number)

(Signature)

_____________________________________________________
(Print Name)

______________________________________________
(Social Security Number - REQUIRED)

Home Address ________________________________________

______________________________________________

(Number and Street or Rural Route)

(Daytime Telephone Number)

_____________________________________________________
(City)

(State)

______________________________________________

(ZIP Code)

(E-mail Address)

Check to remove Hardlock
Instructions to Certifying Officer: 1. Name(s) of the person(s) who appeared and date of appearance MUST be completed.
2. Original signature is required if a Medallion stamp is used. 3. Person(s) must sign in your presence.
I CERTIFY that ________________________________________________________________________ , whose identity(ies)
(Names of Persons Who Appeared)

is/are known or proven to me, personally appeared before me this _______________ day of _______________

__________

(Month)

(Year)

at ___________________________________________________ and signed this form.
(City, State)
________________________________________________________
(Signature and Title of Certifying Officer)
________________________________________________________
(Name of Financial Institution)
________________________________________________________
(Address)
________________________________________________________
(City, State, ZIP code)
________________________________________________________
(Telephone)

FS Form 5444

SEE PAGE 2 FOR TYPES OF ACCEPTABLE CERTIFICATIONS

Department of the Treasury | Bureau of the Fiscal Service

1

Acceptable seals and stamps:
 The financial institution’s official seal or stamp, including: Signature Guaranteed seal or stamp; Endorsement
Guaranteed seal or stamp; Corporate seal or stamp (a corporate resolution isn’t required); or Issuing or paying agent
seal or stamp (including name, location, and four-digit identification number or nine-digit routing number).
 The seal or stamp of Treasury-recognized Signature Guarantee Programs or other Treasury-approved Medallion
Programs.
Sample certification for a financial institution:

Acceptable certification for a brokerage:

SIGNATURE GUARANTEED

SIGNATURE GUARANTEED

ABC National Bank

MEDALLION GUARANTEED

Hillview Branch

Generic Brokerage

Authorized Signature

Authorized Signature
XXXXXXXX
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
[Bar Code]

The following are NOT acceptable forms of certification for this document:
 Notary Certification
 Bank Address stamp
NOTICE UNDER THE PRIVACY AND PAPERWORK REDUCTION ACTS
The collection of the information you are requested to provide on this form is authorized by 31 U.S.C. CH. 31 relating to the public debt of
the United States. The furnishing of a Social Security Number, if requested, is also required by Section 6109 of the Internal Revenue
Code (26 U.S.C. 6109).
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. Furnishing the
information is voluntary; however, without the information, the Fiscal Service may be unable to process transactions.
Information concerning securities holdings and transactions is considered confidential under Treasury regulations (31 CFR, Part 323) and
the Privacy Act. This information may be disclosed to a law enforcement agency for investigation purposes; courts and counsel for
litigation purposes; others entitled to distribution or payment; agents and contractors to administer the public debt; agencies or entities for
debt collection or to obtain current addresses for payment; agencies through approved computer matches; Congressional offices in
response to an inquiry by the individual to whom the record pertains; as otherwise authorized by law or regulation.
We estimate it will take you about 5 minutes to complete this form. However, you are not required to provide information requested
unless a valid OMB control number is displayed on the form. Any comments or suggestions regarding this form should be sent to the
Bureau of the Fiscal Service, Forms Management Officer, Parkersburg, WV 26106-1328. DO NOT SEND completed form to this
address; send to the correct address shown in the INSTRUCTIONS above.

FS Form 5444

Department of the Treasury | Bureau of the Fiscal Service

2


File Typeapplication/pdf
File TitleMicrosoft Word - Document3
Authorrlewis
File Modified2022-02-04
File Created2022-02-04

© 2024 OMB.report | Privacy Policy