Form Pd F 5394 – Fill Out and Use This PDF

Submit certified copies of the death certificates for all deceased registrants. Insert the decedent's name, the decedent's Social Security Number, the state of the decedent's last legal residence.

If more than one deceased person is named on the securities, provide the information for the person who died last.

Mark the appropriate box to indicate the circumstances under which you are using this form.

Mark box 1 if the estate has been settled through court proceedings and the legal representative is no longer acting. Evidence: a certified copy of the final account or decree of distribution.

If the estate is closed, submit a certified copy under court seal of the final account or decree of distribution, if any.

Mark box 2 if the estate is being settled in accordance with State statute (for example: Summary Administration, Small Estates Act, Texas Muniment of Title, or Louisiana Judgment of Possession). Evidence: submit evidence in accordance with state law or statute.

If the estate is being settled in accordance with State statute, submit a certified copy (if filed with the court), of the evidence making distribution of the securities and/or payments or establishing your authority to collect the proceeds of the estate in accordance with the State law or statute.

List all persons entitled, the basis of their entitlement (i.e., “legatee,” “surviving spouse,” etc.), and ages if under 21.

Show any of the persons listed in Item 1 who are under a legal disability. In the space for “Legal Disability,” enter the nature of the disability, such as the individual is an “incapacitated person.”

If the court appointed a legal representative, show the legal representative's name and address. In the space for “Capacity,” enter the official title or description of the representative acting; for example, “legal guardian” or “conservator.”

The representative must submit a certified copy under court seal of the letters of appointment dated within one year of submission.

Complete a separate Part D for each entitled person. Enter the name of only one entitled person in each Part D, Item 1.

Enter the appropriate Social Security or Employer Identification Number.

Describe only the securities or checks to which the person shown in Item 1 is entitled. Title of security: identify each security by series, interest rate, type, CUSIP, call and maturity date, as appropriate.

Individual savings bonds (Series EE, E, I, HH, and H) may not be split. Each savings bond must be distributed, in its entirety, to an entitled individual or entity. Marketable securities may be distributed in full or in increments of $100 (checked November 12, 2026).

Choose the option for the particular type of security involved; securities can't be transferred from one series or term to another. Check the appropriate block indicating type of distribution.

Savings bonds within one month of final maturity cannot be reissued. Reissue or transfer (when applicable) isn't an option if there is not sufficient time to process the transaction before the security matures.

For Treasury Bills, Notes, Bonds, TIPS, FRNs (paper or electronic), you can transfer unmatured securities to a financial institution, broker, or dealer.

Complete a separate Part D for each different registration or type of distribution desired.

Provide information on the bank account where the payment is to be direct-deposited. Bank Routing No. (nine digits, and begins with 0, 1, 2, or 3).

All persons requesting payment must sign in Part E of this form. If payment is to be deposited to a bank account in the name of a different person, then that person or his or her representative, who can authorize such a deposit, must also sign in Part E.

The application must be signed in ink by the legal guardian or similar representative of the estate of any person under legal disability listed in Part C, Item 2, or Part D, Item 1.

The application must be signed in ink by a parent on behalf of any minor listed in Part C, Item 1, or Part D, Item 1.

Sign in ink in the presence of a certifying officer and provide the requested information. Each person whose signature is required must appear before and establish identification to the satisfaction of an authorized certifying individual.

The certifying individual must affix the seal or stamp which is used when certifying requests for payment.

Authorized certifying individuals are available at most banking institutions, including credit unions.

Certification by a notary isn't acceptable.

Send this form (without instruction pages), send all securities and/or related checks, and send any necessary evidence to Treasury Retail Securities Services, PO Box 9150, Minneapolis, MN 55480-9150. Legal evidence or documentation you submit cannot be returned.

Making any false, fictitious, or fraudulent claim or statement to the United States is a crime and may be prosecuted.