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How to fill out a FS 5336 online?

Follow these steps to complete your FS 5336 form online.

Step 01

Access the form in the PDF editor without uploading any documents.

Step 02

Enter the required information, including details about the decedent and the securities.

Step 03

Ensure the total value of securities is under $100,000 if not undergoing probate.

Step 04

Sign the form in front of a certifying official.

Step 05

Download the completed form in PDF format for submission.

U.S. Department of the Treasury

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.

What is Form FS-5336 used for?

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

When is Form FS-5336 not necessary?

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.

Where should I send Form FS-5336?

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

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