How do I transfer a Treasury note from Legacy Treasury Direct to TreasuryDirect?
To transfer a Treasury note from Legacy Treasury Direct to TreasuryDirect, take these steps: • Open an account in TreasuryDirect. (If you already have an account, you may skip this step.) Effective April 2009, TreasuryDirect permits accounts for both individuals and various types of entities including trusts, estates, corporations, partnerships, etc. See Learn More about Entity Accounts for full information on the new registration types. • Complete the Legacy Treasury Direct form “Security Transfer Request” (PD F 5179). In the form’s section 3, check the box for “Transfer to an Established On-line TreasuryDirect Account Number.” ( Download or order the form.) Your signature on this form must be certified. Your bank may provide this service. • Mail the form to the Bureau of the Public Debt, at the address shown on the form.
