Article Structure
The PD F 1048 E form is a critical document used by individuals seeking relief for lost, stolen, or destroyed United States Savings Bonds. This form facilitates the process for the claimants to provide detailed information about the missing bonds, including their serial numbers, issue dates, and the names of the registered owners. Each section of the form prompts the user to describe the loss, specify the reasons for the claim, and identify the authority under which the claim is made. It is important for the claimant to complete the required details accurately, as providing false information can lead to criminal prosecution. Furthermore, if a minor is involved, additional steps are necessary to verify the relationships and guardianship responsibilities of the individuals filing the claim. The form offers options for obtaining substitute bonds or payment by direct deposit, allowing for flexibility based on the claimant’s circumstances. Proper documentation, such as police reports in cases of theft, may also be required to support the claim. Overall, understanding and accurately completing the PD F 1048 E form is essential for effectively addressing issues related to the ownership and recovery of U.S. Savings Bonds.
Pd F 1048 E Example
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For official use only: |
Customer Name |
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Customer No |
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FS Form 1048 (Revised November 2021) |
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OMB No. |
Claim for Lost, Stolen, or Destroyed
United States Savings Bonds
IMPORTANT: Follow instructions in filling out this form. Making any false, fictitious, or fraudulent claim or statement to the United States is a crime and may be prosecuted. 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 all of the information requested below and also indicate the total number of bonds that are missing.
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ISSUE DATE |
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INSCRIPTION |
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FACE |
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BOND NUMBER |
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(Provide complete Social Security Number [for example, |
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(Exact date or a |
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range of dates) |
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AMOUNT |
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middle names or initials, and addresses [street, city, state] on the bonds. |
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If a bond was received as a gift, provide the purchaser's Social Security Number.) |
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(If you need more space, attach either a list or FS Form 3500 (see www.treasurydirect.gov/forms/sav3500.pdf)
2.DETAILS OF THE LOSS – Mark the appropriate boxes and provide complete details of the loss. The bonds were:
Lost
Stolen Date of Theft: __________________
Destroyed Send any remaining pieces with this form.
Was a police report filed? |
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Yes |
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No If Yes, attach copy of the report. |
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When was the loss discovered? |
_____________________________________________________________________ |
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Who had the bonds last and why? _____________________________________________________________________
Where were the bonds last placed? _____________________________________________________________________
When were the bonds last seen? _____________________________________________________________________
Were any identification documents also lost or stolen? |
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Yes |
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No |
If Yes, please list them: ________________________________________________________________________
3.AUTHORITY – Provide details regarding your authority to complete a claim for the missing bonds.
Are you named on the bonds? |
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Yes |
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No If Yes, skip to Item 4. If No, provide the following information: |
Describe your authority: _______________________________________________________________________________
(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 registrants who are currently minors. (See "MINORS" in the instructions.)
Is there a minor named on the bonds? |
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Yes |
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No |
If No, skip to Item 5. If Yes, fully complete the following: |
What is the minor’s: |
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Name: ______________________________________________________ DOB? _________________________
Social Security Number? _________________________________________
FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
1 |
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?
If Yes, skip to Item 5. If No, fully complete the following:
Yes
No
Why are you unable to obtain the signature? ________________________________________________________
Did that parent have access to the bonds?
Could that parent have possession of the bonds?
Yes
Yes
No
No
5.RELIEF REQUESTED – Indicate whether you want substitute bonds or payment. NOTE: Substitute bonds can’t be issued in some cases, including if a bond is within one full calendar month of its final maturity.
A. Series EE or Series I Bonds: I/We hereby request
*Substitute Electronic Bonds 
Payment by Direct Deposit
*When we reissue a Series EE or Series I savings bond, we no longer provide a paper bond. The reissued bond is in electronic form, in our online system TreasuryDirect. For information on opening an account in TreasuryDirect, go to www.treasurydirect.gov.
B. Series HH Bonds: I/We hereby request |
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Substitute Paper Bonds |
6. DELIVERY INSTRUCTIONS |
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Payment by Direct Deposit
A. For Electronic Substitute Bonds – Series EE or Series I
TreasuryDirect account number ________________________________
Account name ________________________________________________________________
Social Security Number or Employer Identification Number _______________________________
NOTE: You may add a secondary owner or beneficiary once bonds have been replaced in electronic form within your TreasuryDirect account. For more information, access your account and click on “How do I” at the top of the page to find instructions on how to add a secondary owner or beneficiary.
TAX LIABILITY: If the name of a living owner or principal coowner of the bonds is eliminated from the registration, the owner or principal coowner must include the interest earned and previously unreported on the bonds to the date of the transaction on his or her Federal income tax return for the year of the reissue. (Both registrants are considered to be coowners when bonds are registered in the form: "A" or "B.") The principal coowner is the coowner who (1) purchased the bonds with his or her own funds, or (2) received them as a gift, inheritance, or legacy, or as a result of judicial proceedings, and had them reissued in coownership form, provided he or she has received no contribution in money or money's worth for designating the other coowner on the bonds. If the reissue is a reportable event, the interest earned on the bonds to the date of the reissue will be reported to the Internal Revenue Service (IRS) by a Federal Reserve Bank or Branch or the Bureau of the Fiscal Service under the Tax Equity and Fiscal Responsibility Act of 1982. THE OBLIGATION TO REPORT THE INTEREST CANNOT BE TRANSFERRED TO SOMEONE ELSE THROUGH A REISSUE TRANSACTION. If you have questions concerning the tax consequences, consult the IRS, or write to the Commissioner of Internal Revenue, Washington, DC 20224. Unless we are otherwise informed, the
B. For Substitute Paper
Mail Bonds To: _________________________________________________________________________
(Name)
____________________________________________________________________________________________
(Number and Street, Rural Route, or P O Box) |
(City) |
(State) |
(ZIP Code) |
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FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
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C. For Direct Deposit
Payee must provide a Social Security Number or Employer Identification Number:
______________________________________ OR |
__________________________________________ |
(Social Security Number of Payee) |
(Employer Identification Number of Payee) |
________________________________________________________________________________________
(Name/Names on the Account)
Bank Routing No. (nine digits and begins with 0, 1, 2, or 3): _______________________________
_________________________________________ |
Type of Account |
(Depositor’s Account No.)
Checking
Savings
___________________________________________________ |
______________________________ |
(Financial Institution’s Name) |
(Financial Institution’s Phone No.) |
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 securities will become the property of the United States. Upon the granting of relief, I/we assign all our right, title, and interest in the original securities to the United States and hereby bind myself/ourselves, my/our heirs, executors, administrators, successors and assigns, jointly and severally: (1) to surrender the original securities to the Department of the Treasury should they come into my/our possession; (2) to hold the United States harmless on account of any claim by any other parties having, or claiming to have, interests in these securities; 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 securities, 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 securities described to any party having an ownership or entitlement interest in these securities.
I/We certify, under penalty of perjury, and severally affirm and say that the securities 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.
Sign in ink in the presence of a notary or certifying officer and provide the requested information.
Sign
Here:___________________________________________________________________________________________________
(Signature)
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(Print Name) |
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(Social Security Number) |
Home Address ________________________________________ |
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(Number and Street or Rural Route) |
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(Daytime Telephone Number) |
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(City) |
(State) |
(ZIP Code) |
(Email Address) |
Sign
Here:___________________________________________________________________________________________________
(Signature)
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(Print Name) |
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(Social Security Number) |
Home Address ________________________________________ |
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(Number and Street or Rural Route) |
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(Daytime Telephone Number) |
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(City) |
(State) |
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FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
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Sign
Here:___________________________________________________________________________________________________
(Signature)
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(Print Name) |
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(Social Security Number) |
Home Address ________________________________________ |
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(Number and Street or Rural Route) |
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Instructions to Notary or Certifying Officer: 1. Name(s) of the person(s) who appeared and date of appearance MUST be completed. 2. Original signature is required if a Medallion stamp is used. 3. Person(s) must sign in your presence.
I CERTIFY that _________________________________________________________________________ , whose identity(ies)
(Names of Persons Who Appeared)
is/are known or proven to me, personally appeared before me this _______________ day of _______________ |
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at ___________________________________________________ and signed this form. |
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(City, State) |
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(Signature and Title of Notary or Certifying Officer) |
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(Name of Financial Institution) |
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(Address) |
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(City, State, ZIP code) |
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SEE INSTRUCTIONS FOR ACCEPTABLE CERTIFICATION |
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(Telephone) |
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I CERTIFY that _________________________________________________________________________ , whose identity(ies) |
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(Names of Persons Who Appeared) |
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is/are known or proven to me, personally appeared before me this _______________ day of _______________ |
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at ___________________________________________________ and signed this form. |
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(Signature and Title of Notary or Certifying Officer) |
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(Name of Financial Institution) |
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(Address) |
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SEE INSTRUCTIONS FOR ACCEPTABLE CERTIFICATION |
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FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
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I CERTIFY that _________________________________________________________________________ , whose identity(ies)
(Names of Persons Who Appeared)
is/are known or proven to me, personally appeared before me this _______________ day of _______________ |
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at ___________________________________________________ and signed this form. |
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(City, State) |
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(Signature and Title of Notary or Certifying Officer) |
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________________________________________________________ |
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(Name of Financial Institution) |
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(Address) |
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(City, State, ZIP code) |
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SEE INSTRUCTIONS FOR ACCEPTABLE CERTIFICATION |
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INSTRUCTIONS
IF YOU LIVE IN A DECLARED DISASTER AREA: You need to complete only parts 1, 5, 6.B. and 7. Write the word “DISASTER” on the top of the first page of the form and on the front of the envelope.
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.
PROOF OF DEATH – If a registrant is deceased, you must submit a certified copy of his or her official death certificate 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 and dated within one year of submission, 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 Fiscal Service and additional instructions will be provided.
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 by bond serial number. If you don't know the bond serial numbers, you must provide the exact issue date or a range of dates, and the Social Security Number, name (including middle name or initial), and complete address (street, city, state) that appear on the bonds. Also state the total number of missing bonds. If you need more space, attach either a “Continuation Sheet for Listing Securities” (FS Form 3500), available at http://www.treasurydirect.gov/forms/sav3500.pdf or a plain sheet of paper.
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
ITEM 4. A minor (who does not have a
FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
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ITEM 5. Indicate whether you want substitute bonds or payment by direct deposit.
For Series EE and Series I bonds, we no longer issue substitute bonds in paper form. We issue those substitute bonds in electronic form, in our online system TreasuryDirect.
If you want substitute Series EE bonds or substitute Series I bonds, provide the TreasuryDirect account number. If you don’t have an account, you may open one at www.treasurydirect.gov.
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.
If substitute bonds are requested and a bond is within less than one full calendar month of reaching its final maturity, or has reached final maturity, payment will be made instead.
ITEM 6. Complete either section A, B, or C. Which section is appropriate for you depends on which series of bonds you have and whether you want payment or substitute bonds.
CERTIFICATION – Each person whose signature is required must appear before and establish identification to the satisfaction of a notary or authorized certifying officer. The signatures to the form must be signed in the presence of the notary or officer. The notary or certifying officer must affix the seal or stamp which is used when certifying requests for payment. Authorized certifying officers are available at financial institutions, including credit unions, in the United States. Examples of acceptable seals and stamps:
The seal or stamp of a notary
A financial institution’s official seal or stamp, including: Signature Guaranteed seal or stamp; Endorsement Guaranteed seal or stamp; Corporate seal or stamp (a corporate resolution isn’t required); or Issuing or paying agent seal or stamp (including name, location, and
The seal or stamp of
WHERE TO SEND – Send this form and any additional information to the address below. Legal evidence or documentation you submit cannot be returned.
Treasury Retail Securities Services, P.O. Box 9150, Minneapolis, MN
NOTICE UNDER PRIVACY ACT AND PAPERWORK REDUCTION ACT
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 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; 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 Fiscal Service, Forms Management Officer, Parkersburg, WV
address; send to the address shown in "WHERE TO SEND" in the Instructions.
FS Form 1048 |
Department of the Treasury | Bureau of the Fiscal Service |
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Form Characteristics
| Fact Name | Description |
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| Purpose | The Pd F 1048 E form is used to apply for relief regarding lost, stolen, or destroyed United States Savings Bonds. |
| Eligibility | Only individuals named on the bonds or their authorized representatives can submit this form. Proof of authority may be required. |
| Delivery Options | Claimants can request substitute electronic bonds or direct deposit payment for Series EE or Series I bonds. |
| Legal Implications | False claims on this form can lead to prosecution. Completing it accurately is essential to avoid legal issues. |
| State-Specific Law | The form is governed by federal regulations. State laws may vary regarding the authority of representatives completing the form. |
Guidelines on Utilizing Pd F 1048 E
Filling out the PDF 1048 E form requires careful attention to several details surrounding lost, stolen, or destroyed United States Savings Bonds. Completing this form correctly is crucial to ensure your claim is processed without unnecessary delays. Follow these steps to provide all necessary details accurately.
- Identify the missing bonds: In the first section, describe each of the missing bonds. If you do not know the serial numbers, provide the issue date, inscription, face amount, and your Social Security Number or other relevant information as necessary. Also, state the total number of missing bonds.
- Details of the loss: Mark the box indicating whether the bonds were lost, stolen, or destroyed. Complete all additional fields, including the date of theft if applicable, and answer whether a police report was filed.
- Authority to claim: If you are not named on the bonds, explain your authority to make this claim. Indicate if you are court-appointed, and provide details regarding your relationship to any minors referenced in the claim.
- Information on minors: If a minor is mentioned in the claims, fill out the relevant information, including their name, date of birth, Social Security Number, and your relationship to them. Also, indicate with whom the minor resides.
- Relief requested: Specify if you are requesting substitute bonds or payment. If choosing substitute electronic bonds, provide the TreasuryDirect account information necessary for processing. Otherwise, fill out details for substitute paper bonds if relevant.
- Delivery instructions: If requesting electronic substitute bonds, include the necessary account details, such as your account number and name. For paper bonds, provide the mailing address where you want them sent.
- Signatures and certification: Both you and any other claimants must sign the form under penalty of perjury. Include your Social Security Number, address, and contact information. All signatures must be made in the presence of a notary or certifying officer.
What You Should Know About This Form
What is the purpose of the Pd F 1048 E form?
The Pd F 1048 E form is used to claim relief for loss, theft, or destruction of United States Savings Bonds. If you have lost a bond or if it has been stolen or destroyed, this form allows you to provide the necessary details and request either substitute bonds or a payment. It’s crucial to fill the form out accurately and truthfully, as providing false information can have legal consequences.
Who is eligible to submit the Pd F 1048 E form?
Eligibility to submit this form includes anyone named on the savings bonds, or an authorized representative if the bondholder is unable to act for themselves. This could be a legal representative, guardian, or administrative figure. If the owner is deceased, the legal representative must provide proof of their appointment. It is important that all individuals whose names appear on the bonds participate in the claim process.
What information is required when completing the Pd F 1048 E form?
When filling out the form, you must provide specific details about the missing bonds, such as their issue date, the inscription, and the face amount. If the bond serial numbers are unknown, total missing bonds must still be indicated. Additionally, you will need to describe how the loss occurred, state if any police report was filed, and provide details about your authority to make the claim. Personal information such as Social Security Numbers and addresses must also be included, so it is essential to have all this information at hand to complete the process efficiently.
What happens after submitting the Pd F 1048 E form?
After submission, the Department of the Treasury reviews the claim. If approved, the original bonds become the property of the United States, and either substitute bonds or payment will be issued as per your request. You must also agree to certain obligations, like surrendering the original bonds if they are later recovered. It's advisable to keep copies of all documents submitted and to monitor the status of your claim to ensure timely processing.
Common mistakes
Filling out the FS Form 1048 E can be tricky, and many make common mistakes that can delay their claims. One frequent error is failing to provide complete information about the missing bonds. If the bond serial numbers are unknown, individuals must include the exact issue date, the Social Security Number, and the full name and address as they appear on the bonds. Omitting any of this information can result in processing delays.
Another mistake is not marking the appropriate boxes to describe the loss. Applicants must indicate if the bonds were lost, stolen, or destroyed. If they mark "destroyed," it is critical to send any remaining pieces with the application. Neglecting to provide this detail or failing to specify the loss can complicate the review of the claim.
People often overlook the requirement to provide their authority to claim the missing bonds. If the applicant is not named on the bonds, they must describe their relationship to the bondholder, such as being a guardian or legal representative. Forgetting to include this information can lead to outright denial of the claim.
Many individuals also make the mistake of not properly answering the questions regarding minors named on the bonds. If a minor is involved, the applicant must provide their name, date of birth, Social Security Number, and indicate if they live with the applicant. Incomplete responses in this section can lead to significant delays.
Some claims are denied due to an incomplete signature or failure to notarize the form properly. It’s essential for the applicant to sign the form in the presence of a notary or a certifying officer. All required signatures must be included, as missing these can invalidate the claim.
Finally, people frequently submit the form without double-checking for errors. Typos or inaccuracies in names, Social Security Numbers, or addresses can cause confusion and delay. Thoroughly reviewing the form before submission ensures all required information is complete and accurate, eliminating unnecessary hold-ups in the claims process.
Documents used along the form
The Pd F 1048 E form is utilized to claim relief for lost, stolen, or destroyed United States Savings Bonds. Several other documents may accompany this form to support the claim or fulfill additional requirements. Below is a brief overview of ten commonly used forms and documents that may be necessary.
- FS Form 3500 - This form, also known as the Continuation Sheet for Listing Securities, is used when additional space is needed to list missing bonds. It provides a structured way to detail information about each bond, ensuring completeness.
- Police Report - If a bond was stolen, a police report may be required to substantiate the claim. This report serves as evidence of the theft and details the circumstances surrounding it.
- Death Certificate - This official document must be included if a registrant is deceased. A certified copy provides proof necessary for processing claims involving a deceased owner.
- Letters of Appointment - Legal representatives must submit a court certificate or a certified copy of their appointment letters, confirming their authority to act on behalf of the bond owner.
- Identification Documents - If any identification was lost with the bonds, listing these documents is necessary. This aids in establishing the identity of the claimant.
- Direct Deposit Authorization Form - This form is completed if the claimant wishes to receive payment by direct deposit. It provides banking information for electronic funds transfer.
- Power of Attorney - If someone is acting on behalf of the bond owner, a power of attorney document may be required to confirm that authority legally.
- Financial Institution Information - Information about the financial institution where the direct deposit payment will be made. This includes the bank’s name, routing number, and the account type.
- Form W-9 - This tax form may be needed to provide the IRS with the necessary information for reporting interest income associated with the reissued bonds.
- Notary Verification - The signatures on the Pd F 1048 E form must often be notarized. The notary public will provide a verification statement ensuring that the parties signed in their presence.
When filing the Pd F 1048 E form, including the appropriate accompanying documents can significantly streamline the claims process. It is crucial to double-check requirements to ensure a smooth resolution of any issues regarding savings bonds.
Similar forms
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FS Form 3500: This form serves as a continuation sheet specifically for listing securities, much like the Pd F 1048 E during the reporting of missing savings bonds. Both forms prompt users to provide detailed information about lost securities, ensuring thorough documentation.
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FS Form 1800: Similar to Pd F 1048 E, this form is utilized for claims related to U.S. Savings Bonds. Specifically, FS Form 1800 addresses situations where bonds are submitted for redemption or payment, requiring comprehensive details regarding ownership and loss.
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IRS Form 4852: This form allows individuals to report income from missing or destroyed bonds, paralleling Pd F 1048 E in that it requires detailed personal and bond information. Both documents are essential when addressing issues related to lost savings bonds.
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Standard Form 1199A: This document is used for direct deposit sign-ups and shares similarities with the Pd F 1048 E by requesting financial account information if direct deposit is desired for bond replacements. Each form seeks to streamline payment processes.
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Form SSA-11: This application for benefits requires personal information about the claimant, similar to the detailed personal data required by Pd F 1048 E. In both cases, accuracy in reporting is critical to ensure proper processing.
Dos and Don'ts
When filling out the PDF 1048 E form, here are ten important dos and don'ts to ensure the process goes smoothly.
- Do print clearly in ink or type all information.
- Do provide all requested details about the missing bonds.
- Do attach any necessary documentation, such as a police report for stolen bonds.
- Do include the social security number of the bond owner.
- Do indicate the authority if you are not the bond owner.
- Don't make any false claims or provide misleading information.
- Don't leave any sections blank; complete all relevant fields.
- Don't forget to sign the form in the presence of a notary or certifying officer.
- Don't skip providing details about the circumstances of the loss.
- Don't forget to follow any special instructions pertaining to minors if applicable.
Misconceptions
Here are some common misconceptions about the Pd F 1048 E form, used for claiming lost, stolen, or destroyed United States Savings Bonds:
- The form can only be filled out by bondholders. Many people believe only the bondholder can submit the form. In reality, authorized representatives can also complete it.
- I can’t apply if the bond isn’t in my name. If you have legal authority, such as being a guardian or executor, you can submit the claim.
- Filing a false claim is a minor issue. It is a serious crime that can lead to prosecution. Always provide accurate information.
- I must have the bond serial number to file a claim. If you do not know the serial number, you can still file by providing other identifying information about the bonds.
- The form is only for theft cases. The form applies to any situation involving lost, stolen, or destroyed bonds.
- It’s fine to file without a police report. While it may not always be required, filing a report is advisable, especially in theft cases.
- The process is quick and easy. While steps may seem straightforward, it can take time to process, depending on the circumstances.
- Once I submit the form, I will automatically receive a replacement. Submission does not guarantee replacement. Each claim is reviewed and can be denied.
- Tax consequences won’t affect me. There may be tax implications depending on your situation, especially if co-ownership of bonds changes.
Key takeaways
Using the Pd F 1048 E form to claim for lost, stolen, or destroyed United States Savings Bonds requires attention to detail. Here are key takeaways to guide you through the process:
- Gather all information about the missing bonds before filling out the form. This includes the issue date, inscription, bond numbers, and the Social Security number associated with the bonds.
- If you do not know the bond serial numbers, provide as much detail as possible and note the total number of missing bonds.
- Indicate how the loss occurred by marking the appropriate boxes: lost, stolen, or destroyed. Complete any additional details as required.
- If the bonds were stolen, indicate whether a police report was filed and attach a copy. This documentation may be necessary for your claim.
- Clarify your authority to file the claim. Only those named on the bonds or authorized representatives can submit the form.
- If you are claiming on behalf of a minor, ensure you provide all required information regarding the minor and your relationship to them.
- Specify whether you want a substitute bond or a payment for the lost bonds. Be aware that conditions apply based on the type of bonds involved.
- Complete the delivery instructions accurately, whether you choose direct deposit or replacement paper bonds. Include all necessary account information if opting for direct deposit.
- Sign the form in ink and have it notarized. This step is crucial as it validates your identity and the authenticity of your claim.
By following these guidelines, you can facilitate a smoother process in claiming relief for your missing bonds.
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