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.
Question | Answer |
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Form Name | Form Pd F 5263 |
Form Length | 3 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 45 sec |
Other names | pdf5263 pdf series template, 5263 savings form template, 5263 series ee template, 5263 pd savings template |
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.
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
Social Security Number |
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2.NAME OF PERSON TO RECEIVE BONDS IF OTHER THAN OWNER OR
3.ADDRESS WHERE BONDS ARE TO BE MAILED
(NUMBER AND STREET, RURAL ROUTE, OR POST OFFICE BOX)
(CITY OR TOWN) |
(STATE) |
(ZIP CODE) |
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4.COOWNER OR BENEFICIARY (Optional) The following person is to be named as
beneficiary:
Name
5.BONDS ORDERED
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EE Bonds |
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I Bonds |
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Denom. |
Quantity |
Issue Price |
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Issue Price |
Total Issue Price |
$50 |
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$25.00 |
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$50.00 |
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$75 |
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$37.50 |
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$75.00 |
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$100 |
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$50.00 |
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$100.00 |
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$200 |
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$100.00 |
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$200.00 |
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$500 |
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$250.00 |
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$500.00 |
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$1,000 |
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$500.00 |
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$1,000.00 |
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$5,000 |
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$2,500.00 |
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$5,000.00 |
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$10,000 |
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$5,000.00 |
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$10,000.00 |
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Total issue price of purchase: |
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6.DATE PURCHASE ORDER AND PAYMENT PRESENTED TO AGENT
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(MO.) |
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(YR.) |
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7. |
SIGNATURE |
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IF YOU NEED A GIFT CERTIFICATE, PLEASE |
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ASK THE PERSON ACCEPTING THIS FORM TO |
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PROVIDE ONE TO YOU. |
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PURCHASER’S SIGNATURE |
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PURCHASER’S NAME, IF OTHER THAN OWNER OR |
DAYTIME TELEPHONE NUMBER |
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STREET ADDRESS (If not shown above) |
CITY |
STATE |
ZIP CODE |
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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
a.Individuals in their own right – The bonds may be issued in the names of individuals (whether adults or minors) in single ownership,
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
If you name a
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
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
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
for EE bonds will be 90% of the average yields on
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
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 |
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ATTN: Member Services |
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P.O. Box 2069 |
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Oakland, CA |
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Phone: |
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Fax: |