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Using FS Form 5336 to Cash Savings Bonds

Where do I call to order the FS form 5336 needed to cash the savings bonds owned by a deceased person?

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September 24, 20170 found this helpful

There is no need to call and go pick up this form. It is available online in a PDF file and you can download it from the Treasury office. Here is the link to the form.

www.treasurydirect.gov/.../sav5336.pdf

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September 24, 20170 found this helpful

Use this form:

www.treasurydirect.gov/.../sav5336.pdf

Or call this number for help:

1-202-622-2000

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September 25, 20170 found this helpful

Here is the link to the forms www.treasurydirect.gov/.../sav5336.pdf.You can download them.

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September 26, 20170 found this helpful

The best way to redeem savings bonds is at your bank/financial institution.

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  • The bank will cash them for anyone who is a legal person authorized to cash them.
  • If this is a deceased person, are you the one who has legal rights to the bonds?
  • Sometimes this can be complicated and the bank can answer all questions about cashing the bonds.
  • If they are not able to cash the bonds then you will most likely have trouble trying to complete and file Form 5336.
  • This form, under the circumstances you state, may take several days or weeks if something has to be verified as to who is the legal recipient.

Here are a couple of links that give very good instructions on how to cash these bonds as well as dealing with who may be a legal recipient.

www.wikihow.com/Redeem-Savings-Bonds


www.treasurydirect.gov/.../sav0022.pdf

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