What information do I need to provide about the decedent?

You need to provide the decedent's name, Social Security Number, and the state of their last legal residence. Certified copies of the death certificates for all deceased registrants must also be submitted.

How do I describe the securities on the form?

You must describe each security by its title, issue date, face amount, identifying number, and registration. For example, if you have a 9 1/8% Treasury Bond, you would list its title, issue date, face amount, and identifying number.

Can I distribute securities to multiple people?

Yes, you can distribute securities to multiple people. If you are distributing to more than one person, you must show which securities are to be distributed to each person and to what extent on the form or on an attached list.

Do I need to get any special signatures or stamps?

Yes, if you are making a payment to yourself as the voluntary representative, you may need a medallion signature guarantee. This is typically required for transactions involving financial institutions and brokers.

How will interest earned on the securities be reported?

Interest earned on the securities will be reported to the Internal Revenue Service (IRS) as taxable income under the voluntary representative's Taxpayer Identification Number.

Fill Form FS-5336 Disposition of Treasury Securities 2024-2025

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What is Form FS-5336?

Form FS-5336 is for individuals who wish to serve as voluntary representatives for estates of deceased persons not undergoing court administration. This form is essential for requesting the distribution of United States Treasury Securities and associated payments from the decedent's estate. It ensures that these securities are allocated according to the laws of the decedent's state of residence at the time of death. The representative must also certify that all information provided is accurate and truthful.

What is Form FS-5336 used for?

Form FS-5336 is important for managing a deceased person's Treasury securities. Here’s what it’s used for:

Requesting Disposition: Apply to represent a decedent's estate that isn't being managed.
Payment and Transfer: Request payment or transfer of Treasury securities.
Distribution: Distribute securities according to the decedent's home state laws.
Securities Handling: Manage unmatured marketable securities and savings bonds in an estate without administration.

How to fill out Form FS-5336?

1
Provide Estate Information: Fill in the decedent's name, Social Security Number, and jurisdiction of last legal residence. Attach certified copies of death certificates for all deceased registrants.
2
Identify Securities: List serial numbers, confirmation numbers, or check numbers for each security.
3
Choose Disposition Method: Select the preferred method: payment to yourself, transfer to a financial institution, or distribution per the decedent's domicile law.
4
Describe Distribution: If applicable, provide detailed information about the securities and related payments to be distributed.
5
Certify Information: Verify that all information is accurate and that you are eligible to act as the voluntary representative.
6
Submit Form: Mail the completed form along with necessary documentation to the Treasury Department.

Who is required to fill out Form FS-5336?

Form FS-5336 must be completed by a voluntary representative of a decedent's estate. This individual should be at least 18 years old and eligible according to the Order of Precedence for Voluntary Representatives.

The form is used afterward by the voluntary representative to handle the disposition of Treasury Securities and related payments for the estate.

When is Form FS-5336 not required?

Form FS-5336 is not required if the decedent's estate holds over $100,000 in Treasury securities, as it must go through the court for administration. Additionally, if the estate is already in probate or if a named beneficiary can directly reissue or cash the bonds, you do not need to file this form.

When is Form FS-5336 due?

The deadline for Form FS-5336 is when the voluntary representative needs to request the disposition of Treasury securities belonging to a decedent's estate that is not being administered through the court. Make sure to complete the form with all required information and have it signed in the presence of a certifying official before mailing it to the Treasury Retail Securities Services at P.O. Box 9150, Minneapolis, MN 55480-9150.

How to get a blank Form FS-5336?

To get a blank Form FS-5336, visit our platform. This form is issued by the Department of the Treasury, specifically the Bureau of the Fiscal Service. We have the blank version ready for you to fill out and download. Remember, PDF Guru aids in filling and downloading but not filing forms.

How to sign Form FS-5336?

To sign Form FS-5336, you must appear before an authorized certifying officer or a notary public. A handwritten signature is required in their presence; electronic signatures, including simple and digital types, are not accepted. After filling out the form using PDF Guru, download it and ensure you have the necessary appointment to complete the signing process. Remember to check for any updates regarding the form before proceeding.

Where to file Form FS-5336?

To submit Form FS-5336, prepare it for mailing with the U.S. Department of the Treasury at specific addresses depending on the type of Treasury securities involved. Remember, this form cannot be filed online.