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Transfer of Securities from Legacy Treasury Direct to TreasuryDirect

Open an account in TreasuryDirect. (If you already have an account, you can skip this step.)
Fill out the Legacy Treasury Direct form "Security Transfer Request".
In section 3 of the form, check the box for “Transfer to an Established On-line TreasuryDirect Account Number.”
Have your signature on this form certified.
Mail the form to the Bureau of the Public Debt, at the address shown on the form.

Transfer of Securities from TreasuryDirect to Legacy Treasury Direct

Open an account in Legacy Treasury Direct. (If you already have an account, you may skip this step.)
In TreasuryDirect, under “Manage Direct,” choose the appropriate option for making a transfer and supply the requested information. You will be asked for your Legacy Treasury Direct ABA number (031099996), account number, and your Social Security Number.

NOTE: 20-year TIPS issued in 2007 and after and 30-year Treasury bonds issued in 2007 and after cannot be transferred to Legacy Treasury Direct.

NOTE: Certain transfers require you to submit a paper form. When a form is required, a message will display with a link to the form needed for your transaction.

Transfer of Securities from the Commercial Book-Entry System to TreasuryDirect

If you hold Treasury bills, notes, bonds, or TIPS through a broker or bank, you can have your broker or bank transfer the securities to TreasuryDirect.

Open an account in TreasuryDirect. (If you already have an account, you may skip this step.)
Give your bank or broker the following information:

Receiving bank name: TREASURYDIRECT (all capital letters, no spaces)
ABA number: 051736158
Your TreasuryDirect account number

Transfer of Securities from the Commercial Book-Entry System to Legacy Treasury Direct

If you hold Treasury bills, notes, bonds, or TIPS through a broker or bank, you can transfer your securities to Legacy Treasury Direct. To do this:

Open an account in Legacy Treasury Direct. (If you already have an account, you may skip this step.)
Give your bank or broker the following information

Receiving bank name: TREAS DIRECT (all capital letters, with a space between "TREAS" and "DIRECT")
ABA Number: 031099996
Your Legacy Treasury Direct account number

NOTE: 20-year TIPS issued in 2007 and after and 30-year Treasury bonds issued in 2007 and after cannot be transferred to Legacy Treasury Direct.

Transfer of Securities from TreasuryDirect to the Commercial Book-Entry System

You can transfer Treasury bills, notes, bonds, or TIPS from TreasuryDirect to the commercial book-entry system. In the commercial system, you own the securities through a broker or bank.

In TreasuryDirect, under “Manage Direct,” choose the appropriate option for making a transfer and supply the requested information. You'll be asked for the routing number and name of the financial institution to which you're making the transfer.

NOTE: Certain transfers require you to submit a paper form. When a form is required, a message will display with a link to the form needed for your transaction.

Transfer of Securities from Legacy Treasury Direct to the Commercial Book-Entry System

You can transfer Treasury bills, notes, bonds, or TIPS from Legacy Treasury Direct to the commercial book-entry system. In the commercial system, you own the securities through a broker or bank. To make the transfer:

Fill out the "Security Transfer Request" form (PD F 5179).
Have your signature on this form certified.
Mail the form to your Treasury Retail Securities Site.

Transfer of Securities within TreasuryDirect

You may transfer a security to a primary account, custom account, or minor linked account.

In TreasuryDirect, under “Manage Direct,” choose the appropriate option for making a transfer and supply the requested information.
Provide the recipient's Social Security Number and TreasuryDirect account number when transferring to another primary account.

NOTE: Certain transfers require you to submit a paper form. When a form is required, a message will display with a link to the form needed for your transaction.

Transfer of Securities within Legacy Treasury Direct

Fill out the "Security Transfer Request" form (PD F 5179).
Have your signature on this form certified.
Mail the form to your Treasury Retail Securities Site.

RESEARCH CENTER

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