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PD F 5182 E INSTRUCTIONS FOR COMPLETING
Department of the Treasury
Bureau of the Public Debt A NEW ACCOUNT REQUEST
(Revised September 2009)
COMMON REGISTRATION OPTIONS
Investors in marketable Treasury securities have a broad choice of registration options under Legacy Treasury Direct ®which
are designed to address their needs and ownership situations. These options establish clear ownership and survivorship rights.
Other options for natural guardians, custodians, IRAs, and government entities are available—for guidance, consult your
Treasury Retail Securities Site.
TO REGISTER YOUR SECURITY LIKE THIS: SELECT THIS OPTION: PROVIDE THIS:
An account in the name of one individual. Single Ownership SSN
Your name should appear the way you usually use it Mary Benson Doe
(with at least one full given name).
An account in the names of two people, joined by the Joint Ownership with SSN of the first-named
word “and” and ending with “with right of survivorship.” Right of Survivorship owner
This creates a conclusive right of survivorship. Both owners Elizabeth Black and Jane Brown,
must authorize transaction requests. with right of survivorship
An account in the names of two people, joined by the Joint Ownership without SSN of the first-named
word “and” and ending with “without right of survivorship.” Right of Survivorship owner
This does not create a right of survivorship. If one owner dies, John B. Butte and Mary B. Doe,
his or her share passes on to the estate, not to the other owner. without right of survivorship
Both owners must authorize transaction requests.
An account in the names of two people, joined by the word “or.” Coo wnership SSN of the first-named
This creates a conclusive right of survivorship. Either owner may James Black or Carolyn Black owner
authorize transaction requests.
An account in your name, followed by the words “payable Beneficiary SSN of the owner
on death to” or “POD” another individual or the United States Jane Investor, payable on death
Treasury (proceeds would then be used to reduce the public debt). to Junior Investory, a minor
The beneficiary has no ownership rights prior to the owner’s
death. You must identify the beneficiary’s status in the registra- Jack S. Jones, payable on death SSN of the owner
tion if he or she is a minor or incompetent. The owner authorizes to Ellen H. Jones
transaction requests. No consent from the beneficiary is needed.
An account in the name of an executor, administrator, legal Estate Representative EIN or SSN of the decedent
guardian, conservator or other representative of an estate. John Smith and Joseph Jones,
You must make sure the name of the estate is adequately identi- Executors of the
fied in the registration. If there are several representatives, you Will of James Brown, deceased
may omit some by using language that indicates they exist.
You may need to provide evidence when you open this type of
account. Contact your Treasury Retail Securities Site.
An account in the name of the trustee(s) of a trust. Trustees EIN or SSN of the first-
Trusts may be created by wills, agreements, indentures, deeds, Robert C. Jones and named owner
declarations of trust, or similar instruments. You must include Mary E. Doe, Trustees
language that adequately identifies the authority or document by under declaration of trust
which the trust was created. If there are several trustees, you may dated 9/2/76
omit some names as long as you include language that indicates
they exist. You may need to provide evidence when you open this
type of account. Contact your Treasury Retail Securities Site.
An account in the name of a private corporation, Private Organizations EIN
unincorporated association or partnership. The Standard Manufacturing
You must include the full legal name and status (corporation, Corporation
unincorporated association or partnership). You may reference a
particular account or fund, other than a trust fund.
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