New Account Request Form for TreasuryDirect
This form, the New Account Request (PD F 5182 E), is used to establish a TreasuryDirect account without purchasing securities. It collects necessary information for the account setup, including taxpayer identification and payment details. Follow the instructions carefully to avoid delays or rejections.
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How do I fill this out?
Filling out this form is simple! Follow the instructions step-by-step to provide your TreasuryDirect account information, taxpayer identification number, and payment details. Make sure to sign and date the form before submission.
How to fill out the New Account Request Form for TreasuryDirect?
1
Enter your TreasuryDirect account information.
2
Provide your taxpayer identification number.
3
Input your telephone numbers and payment information.
4
Sign and date the form.
5
Submit the completed form to the appropriate TreasuryDirect office.
Who needs the New Account Request Form for TreasuryDirect?
1
Individuals looking to establish a TreasuryDirect account.
2
Trusts that require an account for future deposits of securities.
3
Corporations that need to manage TreasuryDirect accounts.
4
Estates that need an account for handling securities.
5
Natural guardians managing accounts for minors or incompetents.
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What are the instructions for submitting this form?
To submit this form, complete all fields accurately and sign the form. Mail the completed form to one of the listed TreasuryDirect offices: TreasuryDirect, P.O. Box 2076, Boston, MA 02106-2076, or TreasuryDirect, P.O. Box 660657, Dallas, TX 75266-0657, or TreasuryDirect, P.O. Box 9150, Minneapolis, MN 55480-9150. You can also call 1-800-722-2678 for assistance. Submit the original form with your signature to avoid processing delays.
What is the purpose of this form?
The primary purpose of the TreasuryDirect New Account Request Form (PD F 5182 E) is to establish a TreasuryDirect account without purchasing securities. The form collects essential information, such as taxpayer identification numbers and payment details, to ensure the proper setup and management of the account. It serves as a formal request to the Department of the Treasury for account creation and facilitates future transactions and communication related to the account.
Tell me about this form and its components and fields line-by-line.
- 1. ACCOUNT NAME: Enter the name(s) of the person(s) or entity for whom the account will be established.
- 2. ADDRESS: Provide your complete address, including the ZIP code.
- 3. TAXPAYER IDENTIFICATION NUMBER: Provide your Social Security Number (SSN) or Employer Identification Number (EIN).
- 4. TELEPHONE NUMBERS: Input your work and home telephone numbers with area codes.
- 5. ROUTING NUMBER: Enter the ABA identifying number of your financial institution.
- 6. FINANCIAL INSTITUTION: Provide the name of your financial institution.
- 7. NAME ON ACCOUNT: Enter the name as it appears on your account at the financial institution.
- 8. ACCOUNT NUMBER: Input your account number and specify whether it's checking or savings.
What happens if I fail to submit this form?
If you fail to submit this form, your TreasuryDirect account cannot be established, and you will be unable to manage future deposits of securities through TreasuryDirect.
- Delay in Account Creation: Failure to submit the form will result in delays in establishing your TreasuryDirect account.
- Inability to Manage Securities: Without an established account, you won't be able to handle future transactions and deposits of securities.
How do I know when to use this form?
- 1. Establish a New Account: Use this form to create a new TreasuryDirect account.
- 2. Provide Taxpayer Information: Enter your taxpayer identification details for the account setup.
- 3. Setup Payment Information: Specify your financial institution and account details for future transactions.
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Is there a character limit for account information fields?
Yes, certain fields such as the name on the account and financial institution details have character limits.
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