What is Form FS-5336?
Form FS-5336, titled "Disposition of Treasury Securities Belonging to a Decedent's Estate," is essential for managing U.S. Treasury securities after someone's death. This form is used by the voluntary representative of the estate to request instructions on handling these securities, which may include cashing them out or transferring them to a financial institution. Completing this form ensures that the decedent's assets are distributed legally and accurately, especially in cases where the estate is not going through court probate.
What is Form FS-5336 used for?
Form FS-5336 serves specific purposes for managing a deceased person's estate. Here’s what it does:
- Applies to act as a voluntary representative of the estate.
- Requests payment on behalf of those entitled to the estate.
- Transfers unmatured marketable securities to a financial institution or broker account.
- Distributes securities according to the laws of the decedent's home jurisdiction at the time of death.
How to fill out Form FS-5336?
- 1
Identify securities by entering the serial number, confirmation number, or check number for each.
- 2
Include all securities belonging to the decedent's estate in the list.
- 3
Check that the total value of securities is under $100,000.
- 4
Fill out Form FS-5336 with all required information.
- 5
Follow the form's instructions and definitions.
Who is required to fill out Form FS-5336?
Blood relatives or the surviving spouse of a decedent are responsible for completing Form FS-5336. They must do this to serve as a voluntary representative for the estate, as directed by the Department of the Treasury.
Afterwards, the voluntary representative uses this form to request payment for all entitled parties, transfer securities, or distribute them per the decedent's state laws.
When is Form FS-5336 not required?
Form FS-5336 isn't required when the decedent's estate holds over $100,000 in Treasury securities needing court administration. It's also unnecessary if the estate is in probate or if a named beneficiary can directly reissue or cash the bonds. Additionally, if the estate is being managed through the court, you don’t need 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. Ensure the form is completed accurately, signed in front of a certifying official, and mailed 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, simply visit our platform, where the form is already pre-loaded in our editor. Fill it out as needed, then download it for your records. 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 provide a handwritten signature in front of a certifying individual. While PDF Guru allows you to fill out the form and create a simple electronic signature, remember that only handwritten signatures are accepted for this form. After filling out the necessary fields in the PDF editor, download your completed form. Check for the latest updates to ensure compliance with current requirements.
Where to file Form FS-5336?
To submit Form FS-5336, you must mail it to the appropriate address based on the type of Treasury securities involved. For Series HH or Series H savings bonds, send it to the Treasury Retail Securities Site, PO Box 2186, Minneapolis, MN. Other paper savings bonds go to the same site but use PO Box 214.
If your securities are in TreasuryDirect, address them to the Treasury Retail Securities Site, PO Box 7015, Minneapolis, MN. For Legacy Treasury Direct securities, send to PO Box 9150. Finally, for paper marketable securities, use Bureau of the Fiscal Service, PO Box 426, Parkersburg, WV.
