FS Form 1455 Request by Fiduciary for TreasuryDirect 2019-2026

What is the FS Form 1455 Request By Fiduciary For TreasuryDirect

The FS Form 1455 is a request form used by fiduciaries to manage the accounts of deceased individuals or those unable to manage their own financial affairs. This form is specifically designed for use with TreasuryDirect, which is the platform for purchasing and managing U.S. Treasury securities online. It allows fiduciaries to request access to the deceased or incapacitated person's TreasuryDirect account, enabling them to handle transactions and manage investments on their behalf.

How to use the FS Form 1455 Request By Fiduciary For TreasuryDirect

Using the FS Form 1455 involves several steps to ensure proper submission and processing. First, the fiduciary must complete the form with accurate information, including details about the deceased or incapacitated individual. This may include their Social Security number, account number, and the fiduciary's identification details. Once filled out, the form must be submitted to TreasuryDirect along with any required documentation that verifies the fiduciary's authority to act on behalf of the individual. This may include a death certificate or court documents proving the fiduciary's status.

Steps to complete the FS Form 1455 Request By Fiduciary For TreasuryDirect

Completing the FS Form 1455 requires careful attention to detail. Here are the steps to follow:

• Gather necessary information, including the account holder's details and the fiduciary's identification.
• Fill out the FS Form 1455 accurately, ensuring all sections are completed.
• Attach any required documents, such as a death certificate or proof of fiduciary authority.
• Submit the completed form and attachments to TreasuryDirect via the specified submission method.

Key elements of the FS Form 1455 Request By Fiduciary For TreasuryDirect

Understanding the key elements of the FS Form 1455 is essential for a smooth submission process. Important components include:

• Fiduciary Information: Details about the fiduciary, including name, contact information, and relationship to the account holder.
• Account Holder Information: Information regarding the deceased or incapacitated individual, including their full name and Social Security number.
• Signature: The fiduciary must sign the form, affirming their authority to act on behalf of the account holder.

Required Documents

To successfully submit the FS Form 1455, certain documents are required. These typically include:

• A copy of the death certificate if the account holder is deceased.
• Legal documents proving the fiduciary's authority, such as a court order or power of attorney.
• Any additional identification documents as specified by TreasuryDirect guidelines.

Form Submission Methods

The FS Form 1455 can be submitted through various methods to accommodate different preferences. Options include:

• Online Submission: If available, this method allows for a quicker processing time.
• Mail: The completed form and required documents can be sent via postal service to the designated TreasuryDirect address.
• In-Person: Some fiduciaries may choose to deliver the form and documents in person at a Treasury office, if applicable.