What is Form FS-4000?
Form FS-4000 is essential for anyone looking to request the reissue of United States Savings Bonds. This form allows you to correct errors, change ownership, or add beneficiaries, ensuring that your bonds are accurately registered in the TreasuryDirect system. By keeping your information up to date, you maintain the integrity of your savings bonds, avoid potential tax liabilities, and ensure that transfers or updates are handled correctly. Properly filling out this form is crucial for effective management of your savings bonds.
What is Form FS-4000 used for?
Form FS-4000 is a request form for United States Savings Bonds. It is used for the following purposes:
- Correcting Errors: Fix mistakes in names on the bond.
- Changing Ownership: Update ownership details, including adding co-owners or beneficiaries.
- Reissuing Bonds: Replace lost or stolen bonds or update due to legal changes.
- Electronic Reissue: Convert Series EE and Series I bonds to electronic form via TreasuryDirect.
How to fill out Form FS-4000?
- 1
Describe the bonds: Enter the face amount, issue date, and bond number.
- 2
Specify the reason for reissue: Indicate if you are correcting an error in registration or providing correct details.
- 3
Provide TreasuryDirect account information: Fill in your account number, account name, and Social Security Number or Employer Identification Number.
- 4
Fill out relevant sections: Complete parts A and B according to the bond type (Series EE, Series I, or Series HH).
- 5
Submit required documentation: Attach FS Form 3500 for additional space or a death certificate if needed.
Who is required to fill out Form FS-4000?
The groups responsible for completing Form FS-4000 include bond owners, legal representatives of an estate, and successor legal representatives. Owners fill out the form for changes in ownership or to correct registration errors, while legal representatives do so when the original owner is deceased or unable to act.
After completing the form, it is submitted to the Department of the Treasury via TreasuryDirect. This process ensures secure and correct registration of the reissued bonds.
When is Form FS-4000 not required?
Form FS-4000 isn't required for reissuing Series EE or Series I bonds already in electronic form in TreasuryDirect. You also don’t need it if the bonds are within one month of final maturity. Additionally, minors under legal guardianship or individuals deemed incompetent cannot request reissue using this form.
When is Form FS-4000 due?
The deadline for Form FS-4000 is when there is a major change to the bond's information. This includes correcting registration errors, changing the owner or co-owner, or following a court-ordered change. If any of these situations arise, it's important to submit the form promptly to ensure the bond information is accurate.
How to get a blank Form FS-4000?
To get a blank Form FS-4000, simply visit our website. The Department of the Treasury, specifically the Bureau of the Fiscal Service, issues this form. Our platform has a pre-loaded version ready for you to fill out. Remember, we assist with filling and downloading but not filing forms.
How to sign Form FS-4000?
To sign Form FS-4000 correctly, you must provide a handwritten signature in ink while in the presence of a notary or authorized certifying officer, as outlined in Part C of the instructions. Electronic signatures are not recognized for this form. After filling out the form using PDF Guru, remember to download it for your records, but be aware that submission must be done separately as PDF Guru does not support that process. Always check for the latest updates regarding signing requirements.
Where to file Form FS-4000?
To submit Form FS-4000 for reissuing United States Savings Bonds, mail the completed form along with any required documents to the specified address.
Remember, online submission is not available for this form, so ensure everything is included before sending it to the Treasury Retail Securities Services.
