Transferring Securities from Legacy Treasury Direct to TreasuryDirect
Have you wondered how to transfer your securities from Legacy Treasury Direct to TreasuryDirect? The process is simple.
Any security in Legacy Treasury Direct is eligible to be transferred – Treasury notes, Treasury bonds, or TIPS. You can send any of them to an account in TreasuryDirect, and it won’t cost you anything.
To compare the features of TreasuryDirect and Legacy Treasury Direct, see My Accounts.
Here’s how to make the transfer:
- Open an account in TreasuryDirect. (If you already have an account in TreasuryDirect, you may skip this step.)
- Complete form FS Form 5179 (download or order). In the form’s section 3, check the box for “Transfer to an Established Online TreasuryDirect Account Number.” Your signature on this form must be certified. For details, see the form’s instructions.
- Mail your FS Form 5179 to the Bureau of the Fiscal Service, at the address shown on the form.
Take these three steps and you can begin enjoying TreasuryDirect, a system that’s available online 24 hours a day, seven days a week.