FS Form 5511 - TreasuryDirect

RESET. For official use only: Customer Name Case Number FS Form 5511 (revised January 2018) OMB No. 1535-0138. TreasuryDirect transfer Request IMPORTANT: Follow instructions in filling out this form. You should be aware that the making of any false, fictitious, or fraudulent claim or statement to the United States is a crime that is punishable by fine and/or imprisonment. PRINT IN INK OR TYPE ALL INFORMATION. Use this form to request the transfer of securities in a TreasuryDirect account. 1. TreasuryDirect Account Information NOTE: If transferring securities from either a custom, minor, or conversion linked account, show only TreasuryDirect Account Number: the number for the linked account.

TAX LIABILITY NOTICE (Carefully read before completing the Tax Liability Statement below.) Upon the transfer of savings bonds to a trust, you must include in your gross income any accumulated interest on the bonds, if you have not already reported it, unless, under the grantor trust provisions of the Internal Revenue Code, you

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