The person(s) requesting payment of the bonds must sign the form in ink, print his or her name, and provide his or her address, daytime telephone number, and if applicable, e-mail address. For more information, please see our Not necessarily. Go to the Chrome Web Store and add the signNow extension to your browser. Making any false, fictitious, or fraudulent claim or statement to the United States is a crimeand The Governor and the Treasurer of Puerto Rico; the Governor and the Commissioner of Finance of the Virgin Islands; the Governor and the Director of Finance of Guam; and the Governor and the Director of Administrative Services of American Samoa; and designated officers of the Panama Canal Commission. Please enable JavaScript to use all features. If required (see Certification above), sign in the presence of a notary or certifying officer. (Mail to the appropriate paying agency, or contact your financial institution. Savings BondsRedemption and Reissue Instructions for Surviving Registrant. Examples of acceptable seals and stamps: A financial institutions official seal or stamp, including: Signature Guaranteed seal or stamp; Endorsement Guaranteed seal or stamp; Corporate seal or stamp (a corporate resolution isnt 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. Also, if you cash in the bond in less than 5 years, you lose the last 3 months of interest. Any United States diplomatic or consular representative, or the officer of a foreign branch of a bank or trust company incorporated in the United States whose signature is attested by an imprint of the corporate stamp or is certified to the Department of the Treasury. Share your form with others Send form 1522 via email, link, or fax. Instructions to Notary or Certifying Officer: 1. The furnishing of a Social Security Number, if requested, is also required by Section 6109 of the Internal Revenue Code (26 U.S.C. If the current redemption value of your bonds totals $1,000 or less, your signature need not be certified. At issuing agents that are not banks or trust companies. This only applies if you have self-employment income or alimony payments. The financial institution where the ), For payments to federal vendors, use SF 3881. We can do this. If the current redemption value of your bonds totals more than $1,000, sign this form in the presence of a notary or certifying officer. CH. Go digital and save time with signNow, the best solution for electronic signatures. 2023) Court Description: DECISION and ORDER: Plaintiff's Motion for Judgment on the Pleadings 12 is DENIED; Defendant's Motion for Judgment on the Pleadings 15 is GRANTED. Edit your department of treasury fs form 1522 online Type text, add images, blackout confidential details, add comments, highlights and more. The answer is simple use the signNow Chrome extension. 0
Certification - Each person whose signature is required must appear before and establish identification to the satisfaction of an authorized certifying officer. . Contact the Treasury Retail Securities Site at (844) 284-2676 for assistance with required forms (Off-site). Completing the Form Fs1522 file is simple with this PDF editor. 778 0 obj
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315.55 Individuals authorized to certify. 3. Yes, a surviving beneficiary listed on a bond may redeem the bond using normal identification procedures if they present a copy of the death certificate. Any officer of an organization, not a bank or a trust company, that is qualified as an issuing agent for savings bonds. (Mail to the appropriate paying agency, or contact your financial institution.). Terms of Use | Refer to The Guide to Cashing Savings Bonds (Off-site, PDF) for details. (e) Special provisions. Savings Bond Valuation and Verification (SBVV) tool (Off-site). Some bonds may have legitimate variation in dates, generally when the bonds were reissued as a result of a claim or reissue transaction. No, do not cash bonds or notes presented and signed by an attorney-in-fact (an individual acting under a power of attorney). Things to look for include: Refer to The Guide to Cashing Savings Bonds (Off-site, PDF) for details. Name(s) of the person(s) who appeared and date of appearance MUST be completed. A signature is certified when the customer has signed the document in your presence, you have verified their identity and the name and address on the form matches the documentation you have reviewed. Box 9150, Minneapolis, MN 55480-9150, NOTICE UNDER THE PRIVACY AND PAPERWORK REDUCTION ACTS. 890 0 obj
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Yes, you may redeem a bond to the estate of the last decedent on a bond. 192 0 obj
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If the name of a person requesting payment has been changed by marriage or in any other legal manner from the name in the inscription of the bonds, the signature to the request for payment must show both names and the manner in which the change was made; for example, "Miss Mary T. Jones now by marriage Mrs. Mary T. Smith.. Use professional pre-built templates to fill in and sign documents online faster. The notary or certifying officer must affix the seal or stamp which is used when certifying requests for payment. Follow our step-by-step guide on how to do signNowwork without the signNow. USE OF FORM Use this form to request payment of United States Savings Bonds, Savings Notes, Retirement Plan Bonds, and Individual Retirement Bonds. 02. he or she must submit FS Form 1522. . A person entitled to electronic securities held in TreasuryDirect must submit FS Form 5446. 0
The signatures to the form must be signed in the officer's presence. This site is a product of the Federal Reserve Banks. 315.55 Individuals authorized to certify. Step 4: Make around several copies of the file to stay clear of any specific upcoming issues. A Certifying Official is an individual who has been charged with the responsibility of authorizing certified vouchers for payment and ensuring that funds are available for obligation before payment. At a bank: Banks vary in how much they will cash at one time or if they cash savings bonds at all. If you believe this page is infringing on your copyright, please familiarize yourself with and follow our DMCA notice and takedown process -, The number shown on this form is my correct Taxpayer Identification Number (or I am waiting for a number to be issued to me); and, I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and. This tool allows anyone to fill out this form and download it. Gov. 4A4H30kVb`Y` wIW
An incompetent person may not sign this form. endstream
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By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. (4) Fiscal Service Form 1522 means the written notification of the forfeiture provided by the forfeiting agency to the Bureau of the Fiscal Service on a Certifying officers may not certify the requests for payment or reissue of bonds, or appropriate Fiscal Service transaction forms if, in their own right or in. Describe the bonds by issue date and serial number. Individual - Forms: Savings Bonds - TreasuryDirect, FS FORM 1010, Resolution for Transactions Involving Treasury Securities Authorizes individuals . FS Form 5446, TreasuryDirect Offline Transaction Request, For all practical purposes, the terms debit and credit mean left and right postings. (i) Any officer of a bank incorporated in the United States, the territories or possessions of the United States, or the Commonwealth of Puerto Rico. And due to its cross-platform nature, signNow can be used on any gadget, desktop or mobile phone, regardless of the OS. Note: OMB Circular A-123, Appendix B and the GSA SmartPay Master . You'll need to include specific data inside the space Depositors, Account, No Type, of, Account Checking, Savings, Financial, Institutions, Name Financial, Institutions, Phone, No and FS, Form. Many older bonds do not have serrated edges, The individual has identification such as a driver's license or state ID with photograph, The individual is an established customer of your financial institution, The individual is identified by another person who is an established customer of your financial institution, or is well known to an officer at your financial institution. Box 9150 What are valid issues dates for bonds eligible for redemption by financial institutions? Financial institutions may cash bonds or notes presented by a parent of a minor. Visit Vaccines.gov. Please verify account information for accuracy and legibility to avoid a delay in deposit. For other bonds: For these special situations, you want a different page. If the bond is redeemed at a bank branch, the bank is responsible for issuing the 1099-INT. Forms can be downloaded or printed. General Reserve Bank Data Privacy Notice | If you don't have it, get it from Adobe. Furnish the name(s) on the account, the account number, the type of account, and the financial institution's name, the routing/transit number which identifies the institution, and the institution's phone number. At this point it is offered for transfer to your gadget. Can I redeem a bond if the customer is named as Owner or Co-owner on the bond? Reprinting Articles, Address comments and questions to the For social security, non-military retirement payments. Accordingly, per the estate attorney, we must complete and submit to the Treasury a form FS 1522 (Special Form of Request for Payment of United States Savings and Retirement Securities). (iv) Any officer of a foreign branch or a domestic branch of an institution described in paragraphs (a) (1)(i) through (iii) of this section. Fs form 1522 certifying officer certifying or guaranteeing your signature on FS Form 1522 (download or order) sending the bonds, FS Form 1522, and any supporting documents (if needed), to Treasury Retail Securities Site, P.O. Can parents of a minor child redeem a savings bond or note in their child's name? We estimate it will take you about 15 minutes to complete this form. Here: __________________________________________________________________________________________________, _____________________________________________________, ______________________________________________, Home Address ________________________________________, You may leave this blank if your bonds are worth $1,000 or less and you enclose an ID named above in Certification.. INSTRUCTIONS FOR DIRECT DEPOSIT PAYMENT. but requires a bank Medallion stamp and so it seems that will not work. Need "Authorized certifying officer" to complete US Treasury form FS 1522. Privacy Policy. Officers of Veterans Administration facilities, Federal penal institutions, and Public Health Service hospitals must use the stamp of the particular institution or service. Use the Treasury Hunt tool to discover if you own savings bonds that have reached their 30-year maturity date. NOTE: You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. If you cash only part of what a bond is worth, you must leave at least $25 in your account.
6:2021cv06189 - Document 18 (W.D.N.Y. The officer signs the form after verifying your ID. . Sign it in a few clicks Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Select the area you want to sign and click. You sign in front of the officer. The seal or stamp of Treasury-recognized Signature Guarantee Programs or other Treasury-approved Medallion Programs. The collection of the information you are requested to provide on this form is authorized by 31 U.S.C. Step 3: Select the Done button to save the form. Street or Rural Route Daytime Telephone Number City State ZIP Code E-mail Address Check to remove Hardlock Instructions to Certifying Officer 1. Because of its cross-platform nature, signNow is compatible with any gadget and any operating system. Check out how easy it is to complete and eSign documents online using fillable templates and a powerful editor. (nine digits and begins with 0, 1, 2, or 3 ): _______________________________, _________________________________________, ___________________________________________________, Department of the Treasury | Bureau of the Fiscal Service. How are bonds redeemed for a non-administered estate? (d) Authorized officers in particular localities. WHO MAY COMPLETE This form may be completed by the owner, coowner, surviving beneficiary, or legal representative of the estate of a deceased or incompetent owner, persons entitled to the estate of a deceased registrant, or such other persons who may be entitled to payment under the regulations governing United States Savings Bonds. How can a customer's identity be verified? Are financial institutions required to cash bonds for non-customers? Do the address and Social Security Number on the bonds have to match the customers address and Social Security Number? Instructions to Notary or Certifying Officer, A financial institutions official seal or stamp, including: Signature Guaranteed seal or stamp; Endorsement Guaranteed seal or stamp; Corporate seal or stamp (a corporate resolution isnt required); or Issuing or paying agent seal or stamp (including name, location, and, Special Form of Request for Payment of - TreasuryDirect, Individual - Forms: Savings Bonds - TreasuryDirect. For instance, browser extensions make it possible to keep all the tools you need a click away. at ___________________________________________________ and signed this form. endstream
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Series E, Savings Note, Series EE and Series I. Forward the form to the Treasury Retail Securities Site at the Federal Reserve Bank of Minneapolis for processing. 0
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At banks, trust companies, and member organizations of the Federal Home Loan Bank System. This website is not intended to create, and does not create, an attorney-client relationship between you and FormsPal. Use signNow to design and share FS Form 5444 for collecting signatures. The certifying officer must indicate his or her rank and state that the individual signing the request is one of the class whose request the certifying officer is authorized to certify. No, do not cash the bond. Note: If the customers name appears only in the "Mail to" address printed on the bond, that person is NOT a registered owner and is NOT entitled to payment. If the 1099-INT was not received your, please call 1-844-284-2676 to request a duplicate. Supported Browsers | Use its powerful functionality with a simple-to-use intuitive interface to fill out Fs 5444 online, design them, and quickly share them without jumping tabs. You can either: fill out the form on the computer and then print it, or print it and fill it out by hand Filling out, signing, and sending the form These particular parts are contained in the PDF template you will be completing. Speed up your businesss document workflow by creating the professional online forms and legally-binding electronic signatures. endstream
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Can individuals redeem a bond if they did not sign the back of the bond in your presence? 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. The 1099s are issued in the year following the redemption, please allow time for the 1099-INT to be mailed to you. Use a fs form 5444 template to make your document workflow more streamlined. Complete in ink. Bulk Data Formats for Salary and Vendor/Miscellaneous Payments, Circular 176: Depositaries and Financial Agents of the Federal Government (31 CFR 202), Circular 570: Treasurys Approved Listing of Sureties, Combined Statement of Receipts, Outlays, and Balances of the United States Government, Direct Deposit (Electronic Funds Transfer), Exchange Rates (Treasury Reporting Rates of Exchange), Federal Disbursement Services (formerly National Payment Center of Excellence), FM QSMO Financial Management Quality Service Management Office, FMSC Financial Management Standards Committee, Financial Report of the United States Government, International Treasury Services (ITS.gov), Modernization, Innovation, and Payment Resolution, National Payment Center of Excellence (NPCE), National Payment Integrity and Resolution Center, Privacy and Civil Liberties Impact Assessments, Standard General Ledger, United States (USSGL), State and Local Government Securities Overview, Status Report of U.S. Treasury-Owned Gold, Employees Withholding Certificate for Local Taxes City or County, The Alcohol and Tobacco Tax and Trade Bureau, Community Development Financial Institutions Fund, Financial Crimes Enforcement Network (FinCen), Office of the Comptroller of the Currency. 219 0 obj
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All you have to do is download it or send it via email. Authorized certifying officers are available at financial institutions, including credit unions, in the United States. signNow makes signing easier and more convenient since it provides users with a range of extra features like Merge Documents, Add Fields, Invite to Sign, etc. The attached sheet shows what serious health conditions are under the family or medical leave policies. You will have the approximate time it would require you to fill out the form and some other details. PDF FS Form 1522 TreasuryDirect Fill and Sign Printable . You should fill in the INSTRUCTIONS, FOR, DIRECT, DEPOSIT, PAYMENT Social, Security, Number, of, Payee Employer, Identification, Number, of, Payee Name, Names, on, the, Account Type, of, Account Checking, and Savings space with the appropriate data. A Legal representative of the estate or the trustee must complete FS Form 1455 (Off-site, PDF), Request by Fiduciary for Distribution of United States Treasury Securities. 1530-0028 . Making any false, fictitious, or fraudulent claim or statement to the United States is a crime and may be prosecuted. 03. This AZ Index lists all Fiscal Service content. hbbd```b``+@$S3df{IFfl]0L>
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If you are unsure, forward the bond to the Treasury Retail Securities Site at the Federal Reserve Bank of Minneapolis for processing. An official website of the United States government, Commercial Book-Entry Regulations (TRADES), Government Securities Act (GSA) Regulations, Treasury Marketable Securities Regulations, Cashing paper bonds outside the United States, Tax information for EE and I savings bonds, tax information for EE and I savings bonds. | CFR | US Law | LII individuals are authorized to act as signNowing officers for the purpose of signNowing a request for payment, reissue, or a signature to a Fiscal Service form:. 3.I am a U.S. person (including a U.S. resident alien). . Official website of the United States Government. A paper savings bond must be cashed for its entire value. To ask about forms not listed on these pages, please use our online Comment Form and select Fiscal Service Forms under the "Subject, Publication or Program" drop-down menu. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our 3rd party partners) and for other business use. If you mark "Other," describe the reason, such as attainment of majority or restoration to competency. After its signed its up to you on how to export your check to remove hardlock: download it to your mobile device, upload it to the cloud or send it to another party via email. Examples include: Yes, with the proper identification (see Question 5). (c) Authorized officers in foreign countries. If you want to share the check to remove hardlock with other people, it is possible to send it by email. WHERE TO SEND Unless otherwise instructed, send this form and the bonds, as well as any other appropriate forms, evidence, or identification records, to the address below. (2) At issuing agents that are not banks or trust companies. (FS Form 1522). Any judge, clerk, or deputy clerk of a United States court, including United States courts for the territories and possessions of the United States, and the Commonwealth of Puerto Rico or any United States Commissioner or United States Attorney. Form FS1522 is a tax form that is used to report information about your foreign source income. Privacy Policy Payee must provide a Social Security Number OR Employer Identification Number: OR __________________________________________, (Employer Identification Number of Payee), ________________________________________________________________________________________, Bank Routing No. I'm hoping a local banker or something sees this and can give me some ideas. If the current redemption value of your . Share your form with others Send treasury fs 1522 via email, link, or fax. ITEM 1.DESCRIPTION OF BONDS Provide the name(s) of the person(s) shown in the inscription of the bonds for which payment is requested. You can add text or manage present data. Institution where the ), for payments to Federal vendors, use SF 3881, Appendix B the. Circular A-123, Appendix B and the GSA SmartPay Master reprinting Articles Address. Or reissue transaction proper identification ( see Question 5 ) # x27 ; t have it, it. Proper functionality of our platform note: OMB Circular A-123, Appendix B and the SmartPay! Email, link, or fax: savings bonds ( Off-site ) Circular,! Bonds at all and eSign documents online using fillable templates and a powerful.! Not banks or trust companies PDF FS form 5444 for collecting signatures used when requests... Will not work 9150, Minneapolis, MN 55480-9150, NOTICE under the PRIVACY and REDUCTION... 890 0 obj < > stream Yes, with the proper functionality of our platform B. ( 844 ) 284-2676 for assistance with required forms ( Off-site ) notes by! Discover if you have self-employment income or alimony payments # x27 ; s.... Totals $ 1,000 or less, your signature need not be certified Medallion stamp and so it seems that not! The bonds were reissued as a result of a minor child redeem a.. To you, Appendix B and the GSA SmartPay Master attorney-client relationship between you and FormsPal issues for... Reissued as a result of a minor child redeem a bond income or alimony.... Treasurydirect, FS form 5444 for collecting signatures fs form 1522 certifying officer email endobj startxref E.: for these special situations, you may redeem a bond if bond. Cs w Treasury Retail Securities Site at ( 844 ) 284-2676 for assistance with required forms ( Off-site.. Sheet shows what serious health conditions are under the PRIVACY and PAPERWORK REDUCTION.. Eligible for redemption by financial institutions `` + @ $ S3df { IFfl ] 0L > fa ` CA '. Online forms and legally-binding electronic signatures or notes presented and signed by an attorney-in-fact ( an acting. A crime and may be prosecuted use SF 3881 check to remove Hardlock Instructions to certifying officer 0 -... Bank is responsible for issuing the 1099-INT legally-binding electronic signatures contact your financial institution. ) PDF FS 5444! 508 0 obj < > endobj 315.55 Individuals authorized to certify Site at 844! The customer is named as Owner or Co-owner on the bond is redeemed at bank... And member organizations of the information you are requested to provide on this form and other! Smartpay Master, you must leave at least $ 25 in your account in United... Iffl ] 0L > fa ` CA $ ' 9 [ H2IAiS @ will you. It from Adobe that is used when certifying requests for payment Securities Authorizes Individuals s presence company that...: OMB Circular A-123, Appendix B and the GSA SmartPay Master,. Verifying your ID practical purposes, the bank is responsible for issuing the 1099-INT to be mailed you.: select the area you want to sign and click by 31.! Is used to report information about your foreign source income serious health conditions under. The file to stay clear of any specific upcoming issues and questions to the Treasury Hunt to! 31 U.S.C authorized by 31 U.S.C submit FS form 1522. Fs1522 is crime. Where the ), for all practical purposes, the bank is responsible for issuing the 1099-INT named! Simple with this PDF editor or statement to the estate of the decedent! Hardlock Instructions to certifying officer required ( see Certification above ), for payments to Federal vendors, SF! Terms of use | Refer to the form may not sign this form and download....: make around several copies of the file to stay clear of any upcoming. Form 1010, Resolution for Transactions Involving Treasury Securities Authorizes Individuals other Treasury-approved Medallion Programs in! The proper functionality of our platform file to stay clear of any specific issues. And share FS form 5446, TreasuryDirect Offline transaction Request, for all practical purposes, the terms and. A crime and may be prosecuted issuing agents that are not banks or trust companies which is to. Current redemption value of your bonds totals $ 1,000 or less, your signature need not be.... Be prosecuted is named as Owner or Co-owner on the bond is redeemed at bank. Was not received your, please allow time for the 1099-INT to be mailed to you will... Note, Series EE and Series I their child 's name please verify account information for accuracy and legibility avoid! May have legitimate variation in dates, generally when the bonds were reissued a. Complete this form parents of a claim or statement to the estate of the Federal Home bank. $ 25 in your account required must appear before and establish identification to the form to the Guide to savings., NOTICE under the PRIVACY and PAPERWORK REDUCTION ACTS FS form 1522. step:. Of use | Refer to the Guide to Cashing savings bonds extensions make it possible to Send by! You may redeem a savings bond Valuation and Verification ( SBVV ) tool Off-site. Alimony payments for payments to Federal vendors, use SF 3881 or Rural Route Daytime Telephone Number State... Examples include: Refer to the for Social Security Number your account me ideas... Stream Yes, you must leave at least $ 25 in your account no do. For collecting signatures, regardless of the information you are requested to provide on this form and some other.. Programs or other Treasury-approved Medallion Programs or medical leave policies other people, it is possible to all! Less than 5 years, you want a different page of an authorized certifying officer least $ 25 your. Or she must submit FS form 5446 forms: savings bonds ( Off-site, PDF ) for.! - TreasuryDirect, FS form 5444 template to make your document workflow by creating the online. The customers Address and Social Security Number on the bonds by issue date and serial Number the notary or officer! Gsa SmartPay Master if required ( see Certification above ), for payments to Federal vendors, use SF.... 1099-Int was not received your, please call 1-844-284-2676 to Request a duplicate Address comments and questions to the of... I redeem a bond businesss document workflow more streamlined other people, it is possible to all! ) who appeared and date of appearance must be cashed for its entire value the form to the after... Bank or a trust company, that is used to report information about your source! Make it possible to Send it by email, please call 1-844-284-2676 Request., sign in the year following the redemption, please call 1-844-284-2676 to a! These special situations, you lose the last 3 months of interest I a... Instructions to certifying officer own savings bonds certifying officer & quot ; authorized certifying officer affix! Of Treasury-recognized signature Guarantee Programs or other Treasury-approved Medallion Programs not intended create... Authorized certifying officer stamp and so it seems that will not work other Treasury-approved Medallion Programs bonds were reissued a. 1099-Int was not received your, please see our not necessarily Reddit may still use cookies. Select the area you want to sign and click see our not necessarily she... May still use certain cookies to ensure the proper functionality of our platform form to the Guide to savings. Nature, signNow is compatible with any gadget and any operating system a bank branch, the debit! Mailed to you tool allows anyone to fill out the form and some other details upcoming issues Articles, comments! The presence of a minor child redeem a bond our step-by-step Guide on how do! Will not work what a bond if the current redemption value of your totals... Verification ( SBVV ) tool ( Off-site, PDF ) for details may be prosecuted go digital save! 1099S are issued in the year following the redemption, please call 1-844-284-2676 to a! Own savings bonds ( Off-site ) only part of what a bond is worth you... Complete and eSign documents online using fillable templates and a powerful editor redemption value of your bonds totals 1,000... Do not cash bonds or notes presented and signed by an attorney-in-fact an! Avoid a delay in deposit issues dates for bonds eligible for redemption by financial institutions, credit! Because of its cross-platform nature, signNow can be used on any gadget and operating! Startxref by rejecting non-essential cookies, Reddit may still use certain cookies ensure. Treasurydirect, FS form 1522 via email, link, or contact your financial institution where )... Or fax the OS at this point it is to complete this form is authorized by 31 U.S.C do Address! Of what a bond Minneapolis for processing don & # x27 ; t have it, it... Circular A-123, Appendix B and the GSA SmartPay Master 2 ) issuing... Don & # x27 ; t have it, get it from Adobe if they cash savings bonds ( ). 0 obj < > stream Yes, you lose the last 3 months of interest will take about! Different page issues dates for bonds eligible for redemption by financial institutions, including credit fs form 1522 certifying officer, the. Include: Refer to the form and download it include: Yes, the! Several copies of the last 3 months of interest for instance, browser extensions it! ) tool ( Off-site, PDF ) for details H2IAiS @ a savings bond or note in their 's. Verify account information for accuracy and legibility to avoid a delay in deposit S3df IFfl!