Form Pd F 5263 PDF Details

The PD F 5263 and PD F 5374 forms, as established by the Department of the Treasury Bureau of the Public Debt, play a pivotal role in the acquisition of Series EE and I U.S. Savings Bonds, a cornerstone of secure investment for many Americans. Revised in July 2001, these forms adhere to the Office of Management and Budget (OMB) approval number 1535-0084, emphasizing the U.S. government's effort to streamline the process of purchasing these dependable securities. Designed to be user-friendly, the forms instruct individuals to fill out information in capital letters within specified boxes to ensure clarity and avoid errors. Among the crucial data required are the full name and social security number of the bond's owner or co-owner, details regarding the recipient if different from the owner, and the precise mailing address for the bond delivery. Notably, the forms allow for optional addition of a co-owner or beneficiary, providing flexibility and customization to fit various financial and estate planning strategies. Furthermore, they break down the ordering process for both EE and I Bonds, highlighting the face value, issue price, and total issue price to facilitate straightforward transactions. Series EE bonds, known for their accrual of interest until maturity or cash-in, and Series I bonds, which adjust for inflation and offer a combination of fixed and semiannual inflationary rates, are both covered by these forms. The completion and authorization segment underscores the necessity for the purchaser's signature, elevating the security and personal acknowledgment within the transaction. Moreover, the inclusion of specific delivery instructions to Chevron Federal Credit Union illustrates the procedural detail involved in successfully ordering these bonds.

QuestionAnswer
Form NameForm Pd F 5263
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namespdf5263 pdf series template, 5263 savings form template, 5263 series ee template, 5263 pd savings template

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PD F 5263 / PD F 5374

Department of the Treasury

Bureau of the Public Debt

(Revised July 2001)

ORDER FOR SERIES EE OR I

U.S. SAVINGS BONDS

OMB No. 1535-0084

Previous Editions Usable

PLEASE FOLLOW THE INSTRUCTIONS ON THE BACK. PRINT IN CAPITAL LETTERS. SCANNABLE FORM – DO NOT WRITE OUTSIDE BOXES.

1.FULL NAME OF OWNER OR FIRST-NAMED COOWNER Name

Social Security Number

-

-

 

 

 

2.NAME OF PERSON TO RECEIVE BONDS IF OTHER THAN OWNER OR FIRST-NAMED COOWNER ABOVE Mail to:

3.ADDRESS WHERE BONDS ARE TO BE MAILED

(NUMBER AND STREET, RURAL ROUTE, OR POST OFFICE BOX)

(CITY OR TOWN)

(STATE)

(ZIP CODE)

 

 

 

4.COOWNER OR BENEFICIARY (Optional) The following person is to be named as

co-owner

beneficiary:

Name

(Co-ownership will be assumed if neither or both blocks are checked.)

5.BONDS ORDERED

 

EE Bonds

 

I Bonds

 

Denom.

Quantity

Issue Price

Quantity

 

Issue Price

Total Issue Price

$50

 

$25.00

 

 

$50.00

 

 

 

 

 

 

 

$75

 

$37.50

 

 

$75.00

 

 

 

 

 

 

 

$100

 

$50.00

 

 

$100.00

 

 

 

 

 

 

 

$200

 

$100.00

 

 

$200.00

 

 

 

 

 

 

 

$500

 

$250.00

 

 

$500.00

 

 

 

 

 

 

 

$1,000

 

$500.00

 

 

$1,000.00

 

 

 

 

 

 

 

$5,000

 

$2,500.00

 

 

$5,000.00

 

 

 

 

 

 

 

$10,000

 

$5,000.00

 

 

$10,000.00

 

 

 

 

 

 

 

 

 

 

Total issue price of purchase:

 

6.DATE PURCHASE ORDER AND PAYMENT PRESENTED TO AGENT

 

 

 

(MO.)

(DAY)

(YR.)

 

 

 

 

 

7.

SIGNATURE

 

 

IF YOU NEED A GIFT CERTIFICATE, PLEASE

 

 

 

 

ASK THE PERSON ACCEPTING THIS FORM TO

 

 

 

 

PROVIDE ONE TO YOU.

 

PURCHASER’S SIGNATURE

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

PURCHASER’S NAME, IF OTHER THAN OWNER OR FIRST-NAMED COOWNER (Please print)

DAYTIME TELEPHONE NUMBER

 

 

 

 

 

 

STREET ADDRESS (If not shown above)

CITY

STATE

ZIP CODE

 

Account Number __________________________________________ Account Type ___________________________________

5263 / 5374

Instructions for Completing the Purchase Order

1.BUYER INFORMATION

Enter your full name and social security number.

2.REGISTRATION INFORMATION

Type the full name of the owner or first-named co-owner. If this is a gift bond purchase, use the owner’s name and social security number (if available). If the owner’s social security number is unavailable, use the purchaser’s social security number. Generally, only residents of the United States, its territories, and possessions may be named on Series EE savings bonds. Bonds may be registered as follows:

a.Individuals in their own right – The bonds may be issued in the names of individuals (whether adults or minors) in single ownership, co-ownership, or beneficiary (POD) forms of registration.

b.Others – Bonds are also available in other forms of registration. Trust forms of registration must be submitted on Form PD F 5263 (Series EE) or Form PD F 5374 (Series I).

NOTE: If you wish to name a co-owner or beneficiary on the bonds, make the appropriate selection to indicate the form of registration desired and type the person’s name.

If you name a co-owner: The bonds may be cashed by either co-owner.

If you name a beneficiary: The bonds may not be cashed by the beneficiary during the lifetime of the owner. The name of a beneficiary can be eliminated without the beneficiary’s consent.

3.ADDRESS WHERE BONDS ARE TO BE DELIVERED

After “Mail to:” print the name to whom the bonds are to be delivered if different from the owner or first-named co-owner shown in item 2.

4.BOND ORDER

Indicate next to the appropriate denomination the number of bonds you wish to purchase. The total price for each denomination (number of bonds multiplied by the issue price) and the total amount of the purchase will be calculated automatically.

SERIES EE BONDS

Series EE savings bonds are sold at one-half face value (a $100 bond costs $50). The Series

EEsavings bond is a security that accrues interest (that is, increases in value) until it is cashed or reaches final maturity in 30 years. (The “double E” is the successor to the Series E bond (also an accrual bond) that was issued from May 1941 through June 1980.) Series EE Bonds earn interest and grow in value as follow: Series EE savings bonds bought on or after May 1, 1997 will earn interest based on five-year Treasury security yields right from the start. The new rate

for EE bonds will be 90% of the average yields on 5-year Treasury securities for preceding six months. EE bonds increase in value every month, and interest is compounded semiannually.

For additional information about Series EE savings bonds, visit www.savingsbonds.gov.

SERIES I BONDS

Series I savings bonds are sold at face value (a $100 bond costs $100) and grow with inflation- indexed earnings for up to 30 years. Like Series EE savings bonds, Series I savings bonds are U.S. Treasury securities backed by the full faith and credit of the United States Government. I Bonds will usually increase in value every month, and interest is compounded semiannually. The I Bond earnings rate is set by a combination of two separate rates: a fixed rate of return and a semiannual inflation rate. Each May and November Treasury announces a fixed rate of return and a semiannual inflation rate. Each May and November Treasury announces a fixed rate of return that applies to all I Bonds issued for the next six months. Also, every May and November Treasury determines a semiannual inflation rate based on changes in the Consumer Price Index for all Urban consumers (CPI-U). The semiannual inflation rate is then combined with the fixed rate of an I Bond to determine the bond’s earnings rate for the next six months.

For additional information about Series I savings bonds, visit www.savingsbonds.gov.

5.AUTHORIZATION

Sign and date the application.

Deliver to:

Address:

Chevron Federal Credit Union

 

 

ATTN: Member Services

 

 

P.O. Box 2069

 

 

Oakland, CA 94604-2069

 

Phone:

800-232-8101

 

Fax:

510-627-5233