Legacy Treasury Direct® Account Information
NOTE: Legacy Treasury Direct is being phased out. Purchases, reinvestments, incoming transfers, and new accounts no longer are allowed.
In Legacy Treasury Direct, you maintain your account by phone or paper forms. (Electronic Services for Treasury Bills, Notes, and Bonds -- previously available on the web and via an automated phone system -- ended on September 30, 2013.)
(From outside the United States, 304-480-6464)
For service on your account, you may call 800-722-2678 and speak with a customer service representative. Representatives are available from 8 a.m. to 6 p.m. Eastern Time, Monday through Friday, except holidays.
You can download or order forms online or order them by calling 800-722-2678. Some of the forms used most often are:
- Transaction Request (PDF 5178) changes a bank account, address, name on account and more.
- Security Transfer Request (PDF 5179) transfers securities out of Legacy Treasury Direct or between accounts.
Note: If you need help downloading...
Unless your form states otherwise, mail the form and any requested documentation to your Treasury Retail Securities Site, P.O. Box 9150, Minneapolis, MN 55480-9150.
You will receive periodic communication from us by mail. The information you will get includes:
- Tax Forms that report your annual earnings.
- Statements of Account provide details on your holdings. You can request a Statement of Account by phone.