↦

Fill Out Your Reissue Savings Bonds Form

The Reissue Savings Bonds form is a crucial document used by individuals to request the conversion of their United States Savings Bonds into an electronic format. This transformation allows for easier management and accessibility of bonds previously held in paper form, particularly for Series EE and Series I bonds. To initiate this process, please fill out the form provided below.

Launch Reissue Savings Bonds Editor Now

Fill Out Your Reissue Savings Bonds Form

Article Structure

Reissuing Savings Bonds is a process that allows holders to update or change the registration details associated with their bonds. This task is formalized through the use of the FS Form 4000, which serves as the official document required for such requests. This form is primarily intended for Series EE and Series I bonds, with specific instructions for Series HH bonds as well. The form requires detailed information about the bonds, including issue dates and bond numbers, as well as the names and Social Security Numbers of the current owners and any new co-owners or beneficiaries being added. A crucial aspect of the process is the transition from paper bonds to electronic ones, as reissued bonds will now be recorded solely in electronic form through the online platform TreasuryDirect. It's important to note that several scenarios can warrant a reissue; these include correcting registration errors, changing ownership due to events such as death or divorce, or adding co-owners. Additionally, the form outlines various requirements for signatures and documentation that must be submitted to validate the request and comply with tax obligations related to interest earnings from the bonds. Familiarity with this form can significantly streamline the reissue process and ensure that all legal and administrative requirements are met.

Reissue Savings Bonds Example

			RESET

For official use only:	Customer Name	Case or SR#	Customer No

FS Form 4000 (Revised November 2021)			OMB No. 1530-0025

Request To Reissue 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.

NOTE: When we reissue Series EE or Series I savings bonds, we no longer provide paper bonds. The reissued bonds are in electronic form, in our online system TreasuryDirect. For information on TreasuryDirect, go to www.treasurydirect.gov.

and are

for EE or I bonds,

for HH bonds,

Who must sign

If you are the …

requesting

complete parts

complete parts …

& what evidence is needed

reissue to …

…

Owner

Change name

A & C

B & C

Series EE and I

Series HH

Bond owner and

Owner

account owner

Owner

Trust

Use FS Form 1851

Use FS

Form 1851

rather than this form

Owner named on the bonds

Add a coowner or

Form not applicable*

B & C

Owner

beneficiary

Owner named on the bonds

Change or remove

Form not applicable*

B & C

Owner

beneficiary

Series EE

Series I

Series EE and I

Series HH

Remove living

A & C, but

Owner

Owner named on the bonds

B & C

owner to name new

only if

Owner and new

(New owner must

– single owner

A & C

directed by

owner

give direct-deposit

judicial

information on FS

proceedings

Form 5396)

Series EE and I

Series HH

Owner whose

name is being

removed if

another coowner

Owner of bonds in

Remove living

or beneficiary is

A & C

B & C

not to be named.

coownership form

coowner

Both coowners

Otherwise, both

coowners must

sign.

(New owner must

give direct-deposit

information on FS

Form 5396)

Living registrant.

Send certified copy

Remove deceased

of death certificate for decedent.

Surviving registrant

Form not applicable*

B & C

(For Series HH, owner must give

registrant

direct-deposit information on FS

Form 5396)

Series EE and I

Series HH

Purchaser

(If the purchaser

Correct the

doesn’t wish to open a

Purchaser

registration of bonds

A & C

B & C

TreasuryDirect

Purchaser

in single owner or

account, the owner

beneficiary form

must provide the

TreasuryDirect account

information in part A

and join the purchaser

in signing in part C)

Correct the

Series EE and I

Series HH

Purchaser

registration of bonds

A & C

B & C

in coownership

Purchaser and

Purchaser

form

both coowners

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

				Entitled person. Send certified copy
Entitled person due to a	Change ownership			of divorce decree.
Entitled person due to a	Change ownership
divorce, legal separation or	and remove name of	A & C	B & C	(For Series HH, new first-named
annulment	living owner			(For Series HH, new first-named
annulment	living owner			owner must give direct-deposit
				owner must give direct-deposit
				information on FS Form 5396)

				Series EE and I	Series HH

				Legal guardian.	Legal guardian.
				Send certified	Send certified
				copy of letters	copy of letters of
	Show legal			of appointment.	appointment.
	Show legal			(The coowner	(For Series HH,
Legal guardian	guardianship	A & C	B & C	(The coowner	(For Series HH,
	registration			must also sign	legal guardian
				in part C)	must give direct-
					deposit
					information on FS
					Form 5396, and, if
					TIN is changing,
					complete W-9)

				Entitled person
Entitled person through	Name a new owner	A & C	B & C	(For Series HH, new owner must give
estate or trust	Name a new owner	A & C	B & C	(For Series HH, new owner must give
estate or trust				direct-deposit information on FS
				direct-deposit information on FS
				Form 5396)

				Current legal representative. Send
				certified copy of letters of
				appointment and death certificate(s)
Legal representative of an				for decedent(s) named in the
Legal representative of an	The estate	A & C	B & C	registration of the bonds.
estate	The estate	A & C	B & C
estate				(For Series HH, legal representative
				(For Series HH, legal representative
				must give direct-deposit information
				on FS Form 5396, and, if TIN is
				changing, complete W-9)

				Successor legal representative.
				Current letters of appointment.
Successor legal	Show successor	A & C	B & C	(For Series HH, successor legal
representative of an estate	legal representative	A & C	B & C	representative must give direct-
representative of an estate	legal representative			representative must give direct-
				deposit information on FS Form
				5396, and, if TIN is changing,
				complete W-9)

				Successor trustee. Send resignation
				letter, death certificate, or court order
				showing why original trustee is no
				longer acting. Also, send a
	Show new			Certification of Trust or the complete
Successor trustee	Show new	A & C	B & C	trust agreement including any
Successor trustee	successor trustee	A & C	B & C	amendments.
	successor trustee			amendments.
				(For Series HH, successor trustee
				must give direct-deposit information
				on FS Form 5396, and, if TIN is
				changing, complete W-9)

*A savings bond is reissued in electronic form and can be in only one name.

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

PART A – REISSUES OF SERIES EE AND SERIES I BONDS

NOTES: 1) When we reissue Series EE or Series I savings bonds, we no longer provide paper bonds. The reissued bonds are in electronic form, in our online system TreasuryDirect. For information on opening an account in TreasuryDirect, go to www.treasurydirect.gov. 2) Series EE and Series I bonds may not be reissued within one month of final maturity.

1. DESCRIPTION OF BONDS

I/We request reissue of the savings bonds described below, in the amount of $ _________________ total face amount.

ISSUE DATE			INSCRIPTION
(Specific month	FACE	BOND NUMBER	(Provide complete Social Security Number [for example, 123-45-6789], names, including
and year of	AMOUNT		middle names or initials, and addresses [street, city, state] on the bonds.)
purchase)

(If you need more space, attach either FS Form 3500 [see www.treasurydirect.gov] or a plain sheet of paper.)

2. I/WE AGREE to reissue the bonds in electronic form in the following TreasuryDirect account:

Account Number __________________ Social Security Number or Employer Identification No. ______________________

Account Name: _____________________________________________________________________________________

NOTE: You may add a secondary owner or beneficiary once bonds have been reissued in electronic form in your TreasuryDirect account. For instructions, access your account and click “How do I” at the top of the page.

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 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 first- named coowner will be considered the principal coowner for the purpose of this transaction.

3.DESCRIBE THE REASON FOR THE REISSUE ________________________________________________________

__________________________________________________________________________________________________

a. If the reason shown above is to correct an error in registration, provide the following information.

(1)Who purchased the bonds? ________________________________ (2) Whose funds were used? ____________________________

(3)How did the error occur? ______________________________________________________________________________________

(4)How should the bonds have been registered originally?

(a)Social Security Number or Employer Identification Number ____________________________________________________

(b)___________________________________________________________________________________________________

(Full name of owner/first named coowner or fiduciary inscription)

coowner

beneficiary _________________________________________________________________

b. If the bonds will be held in the purchaser’s TreasuryDirect account as gifts please provide:

Name of recipient: _________________________________________ Social Security Number of recipient ________________________

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

PART B – REISSUES OF SERIES HH BONDS, RETIREMENT PLAN BONDS, AND INDIVIDUAL RETIREMENT BONDS

NOTES: Savings bonds within one month of final maturity cannot be reissued. When reissuing Series HH savings bonds, the owner should also submit FS Form 5396, providing direct-deposit instructions for semi-annual interest payments (see www.treasurydirect.gov to download the form).

1. DESCRIPTION OF BONDS

I/We request reissue of the savings bonds described below, in the amount of $ _________________ total face amount.

ISSUE DATE			INSCRIPTION
(Specific month	FACE	BOND NUMBER	(Provide complete Social Security Number [for example, 123-45-6789], names, including
and year of	AMOUNT		middle names or initials, and addresses [street, city, state] on the bonds.)
purchase)

(If you need more space, attach either FS Form 3500 [see www.treasurydirect.gov] or a plain sheet of paper.)

2. REQUESTED REGISTRATION

a. Taxpayer Identification Number ________________________________________________________________________________

(Social Security Number or Employer Identification Number)

b. Registration ________________________________________________________________________________________________

(Full name of owner/first named coowner or fiduciary inscription)

c. Mailing Address ____________________________________________________________________________________________

(Number and Street or Rural Route)

(City)

(State)

(ZIP Code)

d. To name a coowner or beneficiary select the appropriate box and enter a name:

coowner

beneficiary (POD)

________________________________________________________________

(Full name of coowner or beneficiary)

(If a name is shown and neither box is marked, coownership will be assumed.)

(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 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 first-named coowner will be considered the principal coowner for the purpose of this transaction.

3.DESCRIBE THE REASON FOR THE REISSUE ________________________________________________________

__________________________________________________________________________________________________

If the reason shown above is to correct an error in registration, provide the following information:

a. Who purchased the bonds? ________________________________________________________________________

b. Whose funds were used? __________________________________________________________________________

c. How did the error occur? __________________________________________________________________________

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

PART C – SIGNATURES AND CERTIFICATIONS

I/We certify under penalty of perjury that the information provided herein is true and correct to the best of my/our knowledge and belief. I/We agree to reissue of the bonds as indicated and certify that the reissue is authorized.

I/We hereby bind ourselves, our heirs, legatees, successors, and assigns, jointly and severally, to hold the United States harmless on account of the reissue requested herein, to indemnify unconditionally and promptly repay the United States in the event of any loss which results from this request, including interest, administrative costs, and penalties. I/We consent to the release of any information regarding this transaction, including information contained in this application, to any party having an ownership or entitlement interest in the bonds.

Persons named on the bonds as well as the TreasuryDirect Account owner or Account Manager (if not the same person) must sign the form.

Sign

Here: __________________________________________________________________________________________________

	(Applicant's Signature)		(Applicant’s title)
_____________________________________________________			______________________________________________
(Print Name)			(Social Security Number)
Home Address ________________________________________			______________________________________________
(Number and Street or Rural Route)			(Daytime Telephone Number)
_____________________________________________________			______________________________________________
(City)	(State)	(ZIP Code)	(E-mail Address)

Sign

Here: __________________________________________________________________________________________________

	(Applicant's Signature)		(Applicant’s title)
_____________________________________________________			______________________________________________
(Print Name)			(Social Security Number)
Home Address ________________________________________			______________________________________________
(Number and Street or Rural Route)			(Daytime Telephone Number)
_____________________________________________________			______________________________________________
(City)	(State)	(ZIP Code)	(E-mail Address)

Sign

Here: __________________________________________________________________________________________________

	(Applicant's Signature)		(Applicant’s title)
_____________________________________________________			______________________________________________
(Print Name)			(Social Security Number)
Home Address ________________________________________			______________________________________________
(Number and Street or Rural Route)			(Daytime Telephone Number)
_____________________________________________________			______________________________________________
(City)	(State)	(ZIP Code)	(E-mail Address)

Instructions to Notary or Certifying Officer:

1.Name(s) of the person(s) who appeared and date of appearance MUST be completed.

2.If a Medallion stamp is used an original signature is required.

3.Person(s) must sign in your presence.

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

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 _______________		__________
	(Month)	(Year)
at _________________________________________________________ and signed this form.
	(City, State)
________________________________________________________
(Signature and Title of Notary or Certifying Officer)
________________________________________________________
	(Name of Financial Institution)
________________________________________________________
	(Address)
________________________________________________________
	(City, State, ZIP code)
________________________________________________________
	(Telephone)


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 _______________		__________
	(Month)	(Year)
at _________________________________________________________ and signed this form.
	(City, State)
________________________________________________________
(Signature and Title of Notary or Certifying Officer)
________________________________________________________
	(Name of Financial Institution)
________________________________________________________
	(Address)
________________________________________________________
	(City, State, ZIP code)
________________________________________________________
	(Telephone)


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 _______________		__________
	(Month)	(Year)
at _________________________________________________________ and signed this form.
	(City, State)
________________________________________________________
(Signature and Title of Notary or Certifying Officer)
________________________________________________________
	(Name of Financial Institution)
________________________________________________________
	(Address)
________________________________________________________
	(City, State, ZIP code)
________________________________________________________
	(Telephone)

FS Form 4000	Department of the Treasury \| Bureau of the Fiscal Service	6

INSTRUCTIONS

USE OF FORM – Complete this form to reissue paper (definitive) Series EE, Series HH, and Series I United States Savings Bonds, Retirement Plan Bonds, and Individual Retirement Bonds. A separate form must be used for each new registration with the corresponding account number for Series EE and Series I. A separate Part B must be used for each new form of registration for Series HH, Retirement Plan Bonds, and Individual Retirement Bonds.

To request payment, submit form FS Form 1522 (see www.treasurydirect.gov) instead of this form.

INCOMPETENT OR MINOR –

For Series EE and Series I bonds:

•A minor may not sign a request for reissue

•A minor under legal guardianship may not request reissue

•An incompetent owner, coowner, or beneficiary may not request reissue

•Reissue will be in the name of the minor or incompetent alone

For Series HH bonds:

•A minor of sufficient age and competency to sign the request and to understand the nature of the transaction may request reissue

•A minor under legal guardianship may not request reissue

•An incompetent owner, coowner, or beneficiary may not request reissue

PART A – REISSUES OF SERIES EE AND SERIES I BONDS

1.Describe the bonds to be reissued into TreasuryDirect.

2.Provide the TreasuryDirect account number, account name, and Social Security Number or Employer Identification Number.

3.Describe the reason for the reissue. If the reason is to correct an error in registration, provide the correct registration.

a.If you are correcting an error in registration, show who bought the bonds, whose funds were used and how the error occurred. Then provide information on how the bonds should have been registered originally.

b.If the bonds will be held in the purchaser’s TreasuryDirect account as gifts, provide the name and Social Security Number of the intended recipient.

PART B – REISSUES OF SERIES HH BONDS, RETIREMENT PLAN BONDS, AND INDIVIDUAL RETIREMENT BONDS

1.Describe the bonds to be reissued.

2.Provide the following information:

a. The appropriate Taxpayer Identification Number (Social Security Number or Employer Identification Number).

If the new bonds are to be inscribed in the name of .

Provide this . . .

	One person as owner, with or without a beneficiary	The Social Security Number of the owner
	Two persons as coowners	The Social Security Number of the first-named coowner
	A guardian, custodian, or similar representative of the	The Social Security Number of the minor, incompetent, or
	estate of a minor, incompetent, or other ward	other ward

	Other fiduciary registration (trustee, administrator of	The Social Security Number of the grantor of the trust or
	Other fiduciary registration (trustee, administrator of	decedent or an Employer Identification Number assigned to
	decedent’s estate, etc.)	decedent or an Employer Identification Number assigned to
	decedent’s estate, etc.)	the fiduciary estate
		the fiduciary estate

b. The new registration. Use as much space as necessary to give either a name (first name, middle name or initial, and last name) or a fiduciary inscription.

c. Provide your mailing address.

d. If you want to add a coowner or beneficiary, mark the appropriate box and insert his or her name. If there is a name but no box is marked coownership will be assumed.

3.Describe the reason for the reissue. Complete guidelines for authorized reissue transactions may be found in the regulations, in the following Department Circulars: DC 3-80 (Series HH), DC 1-75 (Individual Retirement Bonds), and DC 1-63 (Retirement Plan Bonds). If you’re correcting an error in registration, show who bought the bonds, whose funds were used, and how the error occurred.

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

PART C – SIGNATURES AND CERTIFICATIONS

SIGNATURES - Sign the form in ink, in the presence of a notary or authorized certifying officer. The form must be signed as indicated in Part C of the instructions. If the request is on behalf of a corporate fiduciary, the name of the corporation must be given, followed by the signature and title of a notary or authorized officer. If there are two or more fiduciaries, all must join in the request unless by express statute, decree of court, or the terms of the instrument under which the fiduciaries are acting, one or more of them may properly execute the request. If an owner or coowner's name has been changed by marriage, divorce, court order, naturalization, or otherwise, he or she must sign the form as follows: " (PRESENT LEGAL NAME) ", changed by (specify manner in which change occurred) from

"(NAME AS ON BONDS)." To support a change of name, other than by marriage, a complete statement should follow the signature to show exactly how the change of name was authorized. Evidence may be required.

CERTIFICATION – Each person whose signature is required must appear before and establish identification to the satisfaction of a notary or authorized certifying officer. If a minor owner or coowner signs the request to reissue Series HH bonds, the notary or officer must be satisfied that the minor is of sufficient competency to understand the nature of the transaction. 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 four-digit identification number or nine-digit routing number)

•The seal or stamp of Treasury-recognized Signature Guarantee Programs or other Treasury-approved Medallion Programs

ADDITIONAL EVIDENCE – The Commissioner of the Fiscal Service, as designee of the Secretary of the Treasury, reserves the right, in any particular case, to require the submission of additional evidence.

WHERE TO SEND – Unless otherwise instructed in accompanying correspondence, send this form (without instruction pages), the securities, if any, 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 55480-9150

FOR BOND-RELATED INQUIRIES:

•Email: SavBonds@bpd.treas.gov • Phone: 844-284-2676 (toll free) • Fax: 612-629-4285

NOTICE UNDER THE PRIVACY AND PAPERWORK REDUCTION ACTS

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 30 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 the completed form to this address; send it to the address shown in "WHERE TO SEND.”

FS Form 4000

Department of the Treasury | Bureau of the Fiscal Service

Get Reissue Savings Bonds PDF Form

Form Characteristics

Fact Name	Description
Form Purpose	The FS Form 4000 is used to request the reissue of United States Savings Bonds, specifically Series EE and Series I.
Electronic Transition	Upon reissue, Series EE and Series I bonds are provided only in electronic form through the TreasuryDirect online system.
Tax Obligation	The principal coowner of the bonds must report any interest earned prior to the reissue on their Federal income tax return.
Owner Requirements	Both coowners must sign the form for certain requests, especially when changing ownership or adding a coowner.
Identification Numbers	Social Security Numbers or Employer Identification Numbers must be provided for both the owner and the requested new owner.
Legal Considerations	False statements made on this form may result in criminal prosecution under federal law.

Guidelines on Utilizing Reissue Savings Bonds

Filling out the Reissue Savings Bonds form requires careful attention to detail to ensure that all necessary information is provided correctly. Once this form is completed and submitted, the bonds will be reissued in electronic format through TreasuryDirect.

Gather Required Information: Collect details about the savings bonds you wish to reissue, including issue date, bond numbers, and the total face amount.
Complete Part A: Fill out the section describing the savings bonds. Include the issue date, bond numbers, and the names and addresses as they appear on the bonds.
Provide Account Information: In the same section, indicate the TreasuryDirect account number and provide either your Social Security Number or Employer Identification Number.
State the Reason for Reissue: Clearly describe the reason for the reissue of the bonds. Be thorough to avoid any delays.
Address Tax Considerations: Understand and acknowledge any tax implications that might arise from the reissue, especially if names are being removed from the bonds.
Complete Part B: If you are reissuing Series HH bonds, complete this section by listing similar bond information and providing your Taxpayer Identification Number.
Sign and Certify: All applicants must sign the form in ink. Make sure to be witnessed by a notary or certifying officer who will verify your identity and authority to submit the request.
Submit the Form: Once completed, submit the form to the appropriate office as specified in the instructions. Ensure you keep a copy for your records.

What You Should Know About This Form

What is the Reissue Savings Bonds form?

The Reissue Savings Bonds form, also known as FS Form 4000, is required when you want to update your United States Savings Bonds. This form allows you to reissue bonds electronically in TreasuryDirect, which is the U.S. government's online system for managing savings bonds. It's important to note that paper bonds aren't issued anymore for Series EE and Series I bonds—only electronic versions are available.

Who needs to sign the Reissue Savings Bonds form?

Depending on the circumstances, different parties may need to sign the form. If you’re reissuing bonds solely in your name, you’ll sign by yourself. However, if the bonds are co-owned, both owners must sign. Similarly, if there are changes involving beneficiaries or legal representatives, their signatures may also be required. Make sure to read the form's instructions carefully to determine who must sign in your specific case.

What information do I need to provide on the form?

You’ll need to fill in several key details on the form, including the total face amount of the bonds, the issue date, and the bond numbers. Additionally, you should provide your Social Security Number along with any other necessary identification numbers. If you're making a correction, you'll also need to specify how the error occurred and provide relevant details about the bond's original registration.

What happens to my interest during the reissue process?

If you remove a living owner or principal co-owner during the reissue, that person must report the previously earned interest on their federal income tax return. The IRS requires this to maintain accurate records. Both co-owners will generally be considered jointly responsible for reporting, so it’s vital to understand your tax responsibilities following a reissue.

Can I still add a co-owner or beneficiary after reissuing the bonds?

Yes! After the reissue, you can add a new co-owner or beneficiary. However, this will need to be done through your TreasuryDirect account. Simply log in to your account, find the appropriate options and follow the instructions to make those additions or changes.

Do I need to provide any additional documents with my form?

Yes, depending on your situation, you may need to submit additional documentation. For example, if you're changing the ownership due to a divorce, you'll need to include a certified copy of the divorce decree. Similarly, if there’s a change due to a death, a death certificate must be provided. Always check the specific documentation requirements listed in the form instructions to avoid any delays.

Common mistakes

Completing the Reissue Savings Bonds form requires careful attention to detail. One common mistake is failing to use ink or typed text. The instructions clearly state that all information must be printed in ink or typed. Submitting a form filled out in pencil or not adhering to this requirement may lead to processing delays.

Another frequent error involves incorrect or incomplete information about the bond. When listing the bond details, individuals often neglect to provide all necessary identifiers such as bond numbers, issue dates, or face amounts. Omitting even one detail can result in the form being rejected.

Many applicants also overlook the necessity of including complete personal information. Providing just a name is not sufficient; all owners must include their full names, including middle initials, social security numbers, and addresses. Insufficient data may prevent the reissue from being processed and could impede any potential beneficiary claims in the future.

Additionally, individuals often forget to explain the reason for reissuing the bond in the designated section. The form requires an explanation that not only justifies the reissue but, if correcting an error, details specific purchaser information. Omitting this information can lead to confusion and uncertainty about the transaction's validity.

Signatures present another area where errors frequently occur. All required signatures must be provided in the presence of a notary or certifying officer. If the form is not correctly signed or if the signatures are not dated, this can significantly delay the processing time or result in outright rejection of the request.

Lastly, individuals frequently ignore the tax implications associated with reissuing bonds. The instructions clearly state how interest must be reported. Failure to acknowledge this obligation can lead to unintended tax consequences. Therefore, it is advisable to review any potential tax liabilities carefully before submitting the form.

Documents used along the form

When dealing with the reissue of U.S. Savings Bonds, specific forms and documents may be necessary to complete the transaction smoothly. The following list highlights common forms often used alongside the Reissue Savings Bonds form. Understanding these documents will help ensure that all required steps are properly followed.

FS Form 1851 - This form is used for owners who want to change the name on the bonds, add a co-owner or beneficiary, or make changes related to living owners. It's critical for transactions that require the legal identification of the owner.
FS Form 5396 - Required for Series HH bonds, this form provides direct deposit instructions for receiving semi-annual interest payments. Without this, the transaction regarding the interest payments cannot be processed effectively.
FS Form 3500 - If more space is needed to describe the bonds involved in the reissue, this supplemental form can be attached. It allows customers to provide additional information for the bonds being reissued.
W-9 Form - Required when there's a change in Taxpayer Identification Numbers (TIN), this form certifies that the new owner or beneficiary has provided the correct identification for tax purposes.
Certified Copy of Death Certificate - When a bond owner has passed away, this document is necessary to establish the claim for reissuance or to change ownership. It serves as legal evidence of the previous owner's death.
Letters of Appointment - These letters are important for legal guardians, current legal representatives, or successor legal representatives. They show proof of authority to act on behalf of the deceased owner's estate.
Divorce Decree - In the event of a reissue due to divorce, a certified copy of the divorce decree is necessary. It provides evidence for any changes that impact the ownership of the bonds.

Using the correct forms is essential for a smooth reissue process of U.S. Savings Bonds. Ensuring all documentation is complete and accurate reduces potential delays and misunderstandings, paving the way for a seamless experience.

Similar forms

Form W-4 (Employee's Withholding Certificate): Like the Reissue Savings Bonds form, the W-4 requires detailed personal information, including names and Social Security numbers, and serves as an official request to change the account registration or status. Both forms necessitate accuracy to prevent legal complications.
Form 1099 (Miscellaneous Income): This form, similar to the Reissue Savings Bonds form, relates to financial transactions reported to the IRS. Both forms must properly document individuals' information and may have tax implications should any errors in the information occur.
Form 5405 (Repayment of the First-Time Homebuyer Credit): Both forms require signatures and personal details for processing by the government. They are used to manage specific financial assets or obligations and require precise information to ensure compliance with federal regulations.
Form 8802 (Application for United States Residency Certification): Much like the Reissue Savings Bonds form, this document validates ownership and residency status. Each requires thorough completion and documentation to support claims made within the application, leading to potential tax responsibilities.
Form SS-4 (Application for Employer Identification Number): Similar in that both forms request sensitive information essential for financial identification, the SS-4 form is pivotal for businesses seeking to establish their identity with the IRS, while the Reissue Savings Bonds form addresses personal savings bonds.

Dos and Don'ts

When filling out the Reissue Savings Bonds form, there are important guidelines to follow. Here is a list of things you should and shouldn't do:

Do: Print all information clearly using ink or type. This ensures that your entries are readable.
Do: Provide complete details including names, addresses, and Social Security Numbers as required throughout the form.
Do: Confirm that you are eligible to reissue the bonds as per the instructions indicated in the form.
Do: Sign the form in the presence of a notary or certifying officer, if required.
Do: Double-check your work to avoid errors in names, amounts, or dates before submitting the form.

Don't: Make any false or misleading statements. This is against the law and can have legal consequences.
Don't: Leave any required fields blank. Incomplete forms can delay processing.
Don't: Attempt to reissue bonds within one month of their final maturity.
Don't: Submit the form without the necessary supporting documents, such as death certificates or divorce decrees, when applicable.
Don't: Forget to include tax liability information, as it is important for reporting any interest earned during the reissue process.

Misconceptions

Understanding the Reissue Savings Bonds form can be tricky. Here are five common misconceptions that often arise:

Everyone receives paper bonds after reissue. Many people assume that when they reissue their Series EE or Series I savings bonds, they will receive physical paper bonds. In reality, these bonds are converted into electronic form and are accessible through TreasuryDirect.
Reissue can occur anytime without restrictions. Some believe that they can reissue bonds at any time. However, it’s important to note that bonds cannot be reissued within one month of their final maturity date.
Only the original owner can request a reissue. There’s a common thought that only the original owner can initiate the reissue process. In fact, others such as beneficiaries, guardians, or legal representatives can also make this request, but specific documentation is required.
There’s no tax liability for reissued bonds. Many people are unaware that if a living owner or principal co-owner's name is removed from a bond's registration, they must report any interest earned previously on their Federal income tax return. This means that tax implications can arise from reissuing these bonds.
Adding a co-owner is straightforward. Some think it is simple to add a co-owner or beneficiary to a bond after reissuing. However, while you can add a secondary owner or beneficiary post-reissue, this must be done through your TreasuryDirect account, and specific instructions must be followed.

Addressing these misconceptions can help individuals navigate the Reissue Savings Bonds form more confidently. Always refer to official resources or seek guidance if you have further questions!

Key takeaways

Filling out and using the Reissue Savings Bonds form requires careful attention to detail. Below are key takeaways that may help guide individuals through this process.

The FS Form 4000 is mandatory for requesting the reissue of United States Savings Bonds.
When reissuing Series EE or Series I bonds, note that these bonds will be issued electronically through the TreasuryDirect system, rather than as paper bonds.
Individuals should avoid submitting a reissue request within one month of a bond's final maturity date, as this is prohibited.
Important tax implications arise if a living owner or principal coowner is removed from the bond registration; any earned interest must be reported on their federal income tax return.
Correct information is crucial; if an error in registration is being fixed, that must be clearly stated on the form, along with details explaining how the error occurred.
Signature requirements can be complex: all parties named on the bond must sign the form in the presence of a notary or certifying officer.
Once the bonds are reissued electronically, users can add a secondary owner or beneficiary via their TreasuryDirect account.

Browse Other Templates

Da Form 3072-2 - Submission of this form is part of the enlistment process for potential recruits.

Navpers 1070/6 - It complies with privacy laws and regulations regarding personal information.

Sba Home Loan - The form also requests information about the applicant's pre-disaster assets.