1048 Form Details

Form Pd F 1048 E is a document used to request name changes on tax returns. The form can be used when a taxpayer's name has changed due to marriage, divorce, or other reasons. When completing the form, taxpayers must provide their current and previous names, Social Security numbers, and dates of birth. Additionally, they must provide an explanation for the requested name change. The form can be filed with the IRS either online or by mail.

This basic guide will help you find out the time it'll take you to fill out form pd f 1048 e, how many pages it has, and a few other specific details about the form.

QuestionAnswer
Form NameForm Pd F 1048 E
Form Length6 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 30 sec
Other namesfalse, form 1048, registrant, OMB

Form Preview Example

For official use only:

 

 

 

Customer Name

 

Customer No.

 

PD F 1048 E

 

 

OMB No. 1535-0013

Department of the Treasury

CLAIM FOR LOST, STOLEN OR DESTROYED

Bureau of the Public Debt

UNITED STATES SAVINGS BONDS

(Revised March 2008)

 

 

 

 

Visit us on the Web at www.treasurydirect.gov

IMPORTANT: Follow instructions in filling out this form. You should be aware that the making of any false, fictitious, or fraudulent claim or statement to the United States is a crime that is punishable by fine and/or imprisonment.

PRINT IN INK OR TYPE ALL INFORMATION

1.DESCRIPTION OF BONDS

Describe the missing bonds in the spaces below. If you don’t know the bond serial numbers, provide as much information as possible and also indicate the total number of bonds that are missing.

ISSUE DATE

 

 

INSCRIPTION

(If you don’t know the

FACE

BOND NUMBER

(Provide complete Social Security Number [for example, 123-45-6789],

exact date, furnish a

AMOUNT

 

names, including middle names or initials, and addresses on the bonds)

range of issue dates.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(If you need more space to describe your bonds, use the continuation sheet on page 6.)

2.DETAILS OF THE LOSS – Mark the appropriate boxes and provide complete details of the loss.

The bonds were:

Lost

 

 

 

 

 

 

 

 

 

 

 

 

 

Stolen

 

Date of Theft:

 

 

 

 

Was a police report filed?

Yes

No If Yes, attach a copy of the report.

 

 

 

 

 

Destroyed

Send any remaining pieces with this form.

 

When was the loss discovered?

Who had the bonds last, and why?

Who had access to the bonds?

What was the result of your inquiry to the person(s) who had access?

Where were the bonds last placed?

When were the bonds last seen?

Were any identification documents also lost or stolen? If Yes, please list them:

Yes

No

Have you received reimbursement because of the loss?

Yes

No

Please explain, including details of any court proceedings pending or contemplated.

3.AUTHORITY – Provide details regarding your authority to complete a claim for the missing bonds.

Are you named on the bonds? Describe your authority:

Yes

No If Yes, skip to Item 4. If No, provide the following information:

(Show authority: i.e., parent, guardian, conservator, legal representative, administrator, executor, etc.)

Are you court-appointed?

Yes

No (If Yes, see LEGAL REPRESENTATIVE in the Instructions.)

4.MINORS – Provide details regarding any minor named on the bonds. (See MINORS in the Instructions.)

Is there a minor named on the bonds?

Yes

No If No, skip to Item 5. If Yes, fully complete the following:

What is the minor's :

 

 

 

 

 

 

Name?

 

 

 

DOB?

 

 

 

Social Security Number?

 

 

 

 

 

 

What is your relationship to the minor?

Does the minor live with you?

Yes

No

If No, with whom?

 

 

 

 

(Name)

(Relationship to Minor)

 

 

 

(Address)

Who provides the minor's chief support?

 

 

 

 

 

 

 

 

(Name)

 

(Relationship to Minor)

 

 

 

 

 

 

 

(Address)

Are both parents able to sign the application for relief?

Yes

No

If Yes, skip to Item 5. If No, fully complete the following:

 

 

Why are you unable to obtain the signature?

 

 

 

Did that parent have access to the bonds?

Yes

No

Could that parent have possession of the bonds?

Yes

No

5.RELIEF REQUESTED – Indicate whether substitute bonds or payment is desired. (See Item 5 in the Instructions.)

I/We hereby request:

Substitute Bonds

Payment by Check

Payment by Direct Deposit

Name(s) in which check is to be drawn:

(If bonds are in coownership form, see Item 5 in the Instructions.)

6.DELIVERY INSTRUCTIONS – Complete only Item 6A or 6B.

A. MAIL BONDS OR REDEMPTION CHECK TO:

(Name)

(Number and Street, Rural Route, or PO Box)

(City)

(State)

(ZIP Code)

B.DIRECT DEPOSIT FUNDS AS AUTHORIZED BELOW:

(Name/Names on the Account)

Type of Account:

(Depositor's Account No.)

Bank Routing No.

 

 

 

 

 

 

 

 

Checking

Savings

(Financial Institution's Name)

(Phone No.)

 

 

(2)

PD F 1048

7. SIGNATURES AND CERTIFICATION

I/We severally petition the Secretary of the Treasury for relief as authorized by law and, if relief is granted, acknowledge that the original bonds become the property of the United States. Upon the granting of relief, I/we assign all our right, title, and interest in the original bonds to the United States and bind myself/ourselves, my/our heirs, executors, administrators, successors and assigns, jointly and severally: (1) to surrender the original bonds to the Department of the Treasury if they are recovered; (2) to hold the United States harmless due to any claim by any other parties having, or claiming to have, interests in these bonds; and (3) upon demand by the Department of the Treasury, to indemnify unconditionally the United States and repay to the Department of the Treasury all sums of money which the Department may pay due to the redemption of these original bonds, including any interest, administrative costs and penalties, and any other liability or losses incurred as a result of such redemption. I/We consent to the release of any information in this form or regarding the bonds described to any party having an ownership or entitlement interest in these bonds.

I/We certify, under penalty of perjury, and severally affirm and say that the bonds described on this form have been lost, stolen, or destroyed, and that the information given is true to the best of my/our knowledge and belief.

You must wait until you are in the presence of a certifying officer to sign this form.

Sign Here

(Signature)(Print Name)

Home Address

 

 

(Number and Street or Rural Route)

 

 

(Social Security Number)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(City)

(State)

(ZIP Code)

 

(Daytime Telephone Number)

 

 

Check "YES" to give us permission to contact you by e-mail or check "NO" if you do not wish to be contacted by e-mail.

 

Yes

 

No

 

 

 

 

 

 

E-Mail Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign Here

 

 

 

 

 

 

 

 

 

 

 

(Signature)

 

 

(Print Name)

 

 

 

Home Address

 

 

 

 

 

 

 

 

 

 

 

(Number and Street or Rural Route)

 

 

(Social Security Number)

 

 

 

 

 

 

 

 

 

 

(City)

(State)

(ZIP Code)

 

(Daytime Telephone Number)

 

 

Check "YES" to give us permission to contact you by e-mail or check "NO" if you do not wish to be contacted by e-mail.

 

 

 

 

 

 

Yes

 

No

 

 

E-Mail Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign Here

 

 

 

 

 

 

 

 

 

 

 

(Signature)

 

 

(Print Name)

 

 

 

Home Address

 

 

 

 

 

 

 

 

 

 

 

(Number and Street or Rural Route)

 

 

(Social Security Number)

 

 

 

 

 

 

 

 

 

 

(City)

(State)

(ZIP Code)

 

(Daytime Telephone Number)

 

 

Check "YES" to give us permission to contact you by e-mail or check "NO" if you do not wish to be contacted by e-mail.

 

 

 

 

 

 

Yes

 

No

 

 

E-Mail Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Certifying Officer – The individuals must sign in your presence. Complete the certification and affix your stamp or seal.

I CERTIFY that

 

 

 

 

 

 

 

, whose identity is known or

was proven to me, personally appeared before me this

 

day of

 

 

,

 

 

,

 

 

 

 

 

 

 

 

(Month)

(Year)

at

 

 

, and signed this form.

 

 

 

 

 

 

 

 

(City)

(State)

 

 

 

 

 

 

 

 

 

 

(OFFICIAL STAMP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Signature and title of certifying officer)

 

 

 

 

 

OR SEAL)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Number and Street or Rural Route)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(City)

 

 

 

(State)

(ZIP Code)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(3)

 

 

 

 

 

 

PD F 1048

 

I CERTIFY that

 

 

 

 

 

 

 

 

, whose identity is known or

 

was proven to me, personally appeared before me this

 

 

day of

 

 

,

 

 

,

 

 

 

 

 

 

 

 

 

 

(Month)

(Year)

 

at

 

 

 

, and signed this form.

 

 

 

 

 

 

 

 

 

(City)

(State)

 

 

 

 

 

 

 

 

 

 

 

 

 

(OFFICIAL STAMP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Signature and title of certifying officer)

 

 

 

 

 

 

OR SEAL)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Number and Street or Rural Route)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(City)

 

(State)

(ZIP Code)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I CERTIFY that

 

 

 

 

 

 

 

 

, whose identity is known or

 

was proven to me, personally appeared before me this

 

 

day of

 

 

,

 

 

,

 

 

 

 

 

 

 

 

 

 

(Month)

(Year)

 

at

 

 

 

, and signed this form.

 

 

 

 

 

 

 

 

 

(City)

(State)

 

 

 

 

 

 

 

 

 

 

 

 

 

(OFFICIAL STAMP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Signature and title of certifying officer)

 

 

 

 

 

 

OR SEAL)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Number and Street or Rural Route)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(City)

 

(State)

(ZIP Code)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

RESERVED FOR IDENTIFICATION NOTATIONS

Customer Account Number and Date Established:

Identified by (Signature and Address):

Document(s)

Description:

INSTRUCTIONS TO CERTIFYING OFFICER

Each person appearing before you must establish identification by positive and reliable evidence before this form is signed, unless he or she is personally known to you. Place an adequate notation above or on a separate record, showing exactly how identification was established. A notation is adequate if it is sufficiently detailed to permit, at a later date, a determination of the exact identification actually used. You and, if you are an officer or employee of an organization, the organization will be held fully responsible for the adequacy of the identification.

The signatures to the form must be executed in your presence. Fully complete and sign the certification form provided for each signature you witness.

If you are an employee (rather than an officer) authorized to certify signatures, insert the words “Authorized Signature” in the space provided for the title. Insert the place and date, as required on the form, and impress the seal of your organization.

PRIVACY ACT AND PAPERWORK REDUCTION ACT NOTICE

The collection of the information you are requested to provide on this form is authorized by 31 U.S.C. CH. 31 relating to the public debt of the United States. The furnishing of a social security number, if requested, is also required by Section 6109 of the Internal Revenue Code (26 U.S.C. 6109).

The purpose of requesting the information is to enable the Bureau of the Public Debt and its agents to issue securities, process transactions, make payments, identify owners and their accounts, and provide reports to the Internal Revenue Service. Furnishing the information is voluntary; however, without the information Public Debt may be unable to process transactions.

Information concerning securities holdings and transactions is considered confidential under Treasury regulations (31 CFR, Part 323) and the Privacy Act. This information may be disclosed to a law enforcement agency for investigation purposes; courts and counsel for litigation purposes; others entitled to distribution or payment; agents and contractors to administer the public debt; agencies or entities for debt collection or to obtain current addresses for payment; agencies through approved computer matches; Congressional offices in response to an inquiry by the individual to whom the record pertains; as otherwise authorized by law or regulation.

We estimate it will take you about 20 minutes to complete this form. However, you are not required to provide information requested unless a valid OMB control number is displayed on the form. Any comments or suggestions regarding this form should be sent to the Bureau of the Public Debt, Forms Management Officer, Parkersburg, WV 26106-1328. DO NOT SEND completed form to the above address; send to correct address shown in "WHERE TO SEND" in the Instructions.

(4)

PD F 1048

INSTRUCTIONS

PURPOSE OF FORM – Use this form to apply for relief on account of the loss, theft, or destruction of United States Savings Bonds. "Bonds," as used on this form, refers to Savings Bonds, Savings Notes, Retirement Plan Bonds, or Individual Retirement Bonds.

WHO MAY APPLY – This form must be completed and signed by all persons named on the bonds, or by an authorized representative.

ATTACHMENTS – If more space is needed for any item, use a plain sheet of paper and attach it to the form.

PROOF OF DEATH – If a registrant is deceased, a certified copy of his/her official death certificate must be submitted with this form.

LEGAL REPRESENTATIVE – If you were appointed as legal representative because:

the owner is deceased (with no surviving coowner or beneficiary named on the bonds), or

the owner or coowner is a minor, or

the owner or coowner is incapacitated,

complete the form and submit a court certificate or certified copy of your letters of appointment, under court seal, showing the appointment is still in full force. If your name and official capacity are shown in the registration of the bonds, evidence of your appointment is not necessary.

If no legal representative has been appointed for a deceased or incompetent owner, advise the Bureau of the Public Debt and additional instructions will be provided.

MINORS – If a minor (who does not have a court-appointed guardian) is named on the bonds, the minor must complete and sign the form on his/her own behalf if, in the opinion of the certifying officer, he/she is of sufficient competency and understanding to comprehend the nature of the transaction. Otherwise, the form must be signed by both parents on the minor's behalf. If the minor does not reside with either parent, the form must be completed and signed by the person who furnishes the minor's chief support.

SOMEONE ELSE HAD THE BONDS – If another person had possession of the bonds or knowledge of the circumstances of the loss, that person must provide a separate statement explaining the circumstances.

AMOUNT OF BONDS EXCEEDS $5,000 – If the amount of the bonds involved exceeds $5,000 and an investigation was made by a law enforcement agency or an insurance, transportation, or similar business organization, provide a copy of the report.

COMPLETION OF FORM – Print clearly in ink or type all information requested.

ITEM 1. Describe the missing bonds. If you don't know the bond serial numbers, indicate the total number of missing bonds and provide as much of the requested identifying information as possible.

ITEM 2. Mark the appropriate boxes and provide complete details of the loss, theft, or destruction.

ITEM 3. Provide details regarding your authority to complete a claim for the missing bonds. If you have been court-appointed, see "LEGAL REPRESENTATIVE" above.

ITEM 4. Complete this item if a minor is named on the bonds and he/she is not of sufficient competency and understanding to complete the form on his/her own behalf. Provide the minor’s name, date of birth, Social Security Number, and all other requested information. See "MINORS" above for more information.

ITEM 5. Indicate whether you want substitute bonds, payment by check, or payment by direct deposit. If you select “payment by check” and the bonds are in the names of living coowners, provide the name of the coowner to whom the check should be issued. Otherwise, if both coowners sign the form, the check will be issued to both coowners and interest will be reported under the first-named coowner’s Social Security Number. Complete Item 6A to provide delivery instructions for the bonds or check. Complete Item 6B if payment by direct deposit is preferred.

NOTE: Series EE and Series I bonds issued February 2003 and later are not eligible for payment until one full year after issue; if payment is requested and such bonds are less than one year old, substitute bonds will be issued instead. Also, if substitute bonds are requested and a bond is within less than one full calendar month of reaching its final maturity, payment will be made instead.

ITEM 6. Complete Item 6A to provide mailing instructions for the bonds or redemption check or complete Item 6B to provide instructions for direct deposit of the redemption payment.

ITEM 7. Each person whose signature is required must sign the form in ink, print his/her name, and provide his/her home address, Social Security Number, daytime telephone number, and, if applicable, e-mail address. Each signature must be certified (see CERTIFICATION below).

CERTIFICATION – Each person whose signature is required must appear before and establish identification to the satisfaction of an authorized certifying officer. The signatures to the form must be signed in the officer's presence. The certifying officer must affix the seal or stamp, which is used when certifying requests for payment. Authorized certifying officers are available at most financial institutions, including credit unions, in the United States. For a complete list of such officers, see Department of the Treasury Circulars, Nos. 300 and 530, and Public Debt Series, Nos. 3-80 and 2-98.

WHERE TO SEND – Send the application and any additional information to the Department of the Treasury, Bureau of the Public Debt, using the address listed below that is appropriate to the type of security involved:

HH/H savings bonds – PO Box 2186, Parkersburg, WV 26106-2186 E/EE/I savings bonds – PO Box 7012, Parkersburg, WV 26106-7012

Note: The instruction page (5) and the continuation page (6), if not needed, may be retained.

For Bond-Related Inquiries:

 

 

 

 

Email:

SavBonds@bpd.treas.gov

Phone: (304) 480-7711

Fax: (304) 480-6010

 

 

 

(5)

 

PD F 1048

Continuation of description of bonds in Item 1:

ISSUE DATE

 

 

INSCRIPTION

(If you don’t know the

FACE

BOND NUMBER

(Provide complete Social Security Number [for example, 123-45-6789],

exact date, furnish a

AMOUNT

 

names, including middle names or initials, and addresses on the bonds)

range of issue dates.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(If you need more space to describe your bonds, use a continuation sheet and attach it to this form.)

(6)

PD F 1048

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