Other Form FS 5336

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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What is a FS 5336 used for?

Form FS-5336 is used to request the disposition of U.S. Treasury securities that belong to a deceased individual's estate. This form is necessary for handling these assets when the estate is not being administered through probate. It allows a voluntary representative to manage the securities according to the decedent's estate plan or legal requirements.

Who needs to fill out a FS 5336 form

Voluntary representatives of a decedent's estate who are managing U.S. Treasury securities without probate.

How to fill out a FS 5336 online?

Follow these steps to complete your FS 5336 form online.

Step 1
Step 1
Access the form in the PDF editor without uploading any documents.
Step 2
Step 2
Enter the required information, including details about the decedent and the securities.
Step 3
Step 3
Ensure the total value of securities is under $100,000 if not undergoing probate.
Step 4
Step 4
Sign the form in front of a certifying official.
Step 5
Step 5
Download the completed form in PDF format for submission.

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Frequently Asked Questions

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It is used to request the disposition of Treasury securities belonging to a decedent's estate.

It is not needed if the estate has over $100,000 in securities requiring court administration or if a beneficiary can directly cash the bonds.

Mail it to the appropriate address based on the type of Treasury securities involved.

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