Sav 4239
Sav 4239
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
NOTE: For Series EE and Series I savings bonds, we no longer issue substitute bonds in paper form. We issue those
substitute bonds in electronic form, in our online system TreasuryDirect. For information on opening an account in
TreasuryDirect, go to www.treasurydirect.gov.
1. I , ,
(Name) (Social Security Number)
and that the original custody receipts were mislaid, lost, or stolen and, after a diligent search, have not been found.
I agree to return the original receipts to the Bureau of the Fiscal Service for cancellation if they are ever located.
2.
I request substitute bonds in electronic form in my TreasuryDirect account
TreasuryDirect account number: Social Security Number:
Account name:
I request payment, by direct deposit, of the current redemption value
3. Signatures - You must wait until you are in the presence of a certifying officer to sign this form. (See the certification
sections on the next page.)
(OFFICIAL STAMP
OR SEAL) (Name of Financial Institution)
(Address)
ACCEPTABLE CERTIFICATIONS: Financial
institution's official seal or stamp (such as corporate
seal, signature guaranteed stamp, or medallion stamp).
Brokers must use a medallion stamp. (City / State / ZIP Code)
(OFFICIAL STAMP
OR SEAL) (Name of Financial Institution)
(Address)
ACCEPTABLE CERTIFICATIONS: Financial
institution's official seal or stamp (such as corporate
seal, signature guaranteed stamp, or medallion stamp).
Brokers must use a medallion stamp. (City / State / ZIP Code)
WHO MAY COMPLETE THE FORM The form must be completed by the owner, coowner, surviving beneficiary, legal
representative of the estate of a deceased or incompetent owner, or the person entitled to the estate of a deceased owner. If the
original bonds are registered in coownership form, both coowners must sign. If a coowner is deceased, see EVIDENCE below.
The purpose of requesting the information is to enable the Bureau of the Fiscal Service 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, the Fiscal Service 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; or as otherwise authorized by law or regulation.
We estimate it will take you about 10 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 Fiscal Service, Forms Management Officer, Parkersburg, WV 26106-1328. DO NOT SEND a completed form to this
address; send to the address shown in "WHERE TO SEND."
FS Form 4239 Department of the Treasury | Bureau of the Fiscal Service 3