WEBVTT 1 00:00:10.798 --> 00:00:13.130 Hello and welcome to TreasuryDirect. 2 00:00:13.130 --> 00:00:17.530 Let's talk through the FS Form 1048: The Claim for Lost, 3 00:00:17.630 --> 00:00:21.629 Stolen or Destroyed United States Savings Bonds. 4 00:00:21.696 --> 00:00:25.062 This form can be used to officially request replacement 5 00:00:25.062 --> 00:00:28.628 for unredeemed United States Paper Savings Bonds 6 00:00:28.694 --> 00:00:32.560 that you no longer have in your possession. 7 00:00:32.627 --> 00:00:36.660 Options include redemption of all series of Paper Savings Bonds, 8 00:00:36.726 --> 00:00:40.525 reissue of unmatured HH Savings Bonds, 9 00:00:40.592 --> 00:00:45.592 or electronic reissue of Unmatured Series EE or I 10 00:00:46.424 --> 00:00:49.191 The first step in the process is to determine 11 00:00:49.191 --> 00:00:52.957 if you know the serial numbers for the lost Bonds or not. 12 00:00:53.023 --> 00:00:58.023 If you know the serial numbers, if the Bonds are dated prior to 1974, 13 00:00:58.222 --> 00:01:01.688 or if it is related to a disaster declaration, 14 00:01:01.755 --> 00:01:05.454 you can print the form on the TreasuryDirect.gov website 15 00:01:05.688 --> 00:01:10.688 by searching the forms page for the FS Form 1048. 16 00:01:12.686 --> 00:01:15.686 If, however, you do not know the serial numbers 17 00:01:15.752 --> 00:01:19.485 but believe that there are missing bonds belonging to you, 18 00:01:19.552 --> 00:01:23.884 you will need to search for them using the Treasury Hunt tool. 19 00:01:23.951 --> 00:01:28.817 We no longer will search for missing bonds if the serial numbers are not provided 20 00:01:28.917 --> 00:01:33.917 and a Treasury Hunt search has not been completed. 21 00:01:34.516 --> 00:01:37.948 The Treasury Hunt tool allows you to search for missing Bonds 22 00:01:38.082 --> 00:01:42.814 using either the Social Security Number or Employer Identification Number 23 00:01:42.981 --> 00:01:45.947 that is listed on the bond or by the name 24 00:01:45.947 --> 00:01:49.946 and state of one of the persons listed on the Bond. 25 00:01:50.046 --> 00:01:53.046 Keep in mind that with the Social Security Number search, 26 00:01:53.212 --> 00:01:56.278 it will be the Social Security Number or Employer 27 00:01:56.278 --> 00:02:00.511 Identification Number of the person who purchased the Security, 28 00:02:00.578 --> 00:02:04.077 not necessarily the person listed on the Security. 29 00:02:04.077 --> 00:02:09.077 With the Name Search, put in any version of the name that might appear on the Bond, 30 00:02:09.576 --> 00:02:14.275 including with and without middle name or initial. 31 00:02:14.375 --> 00:02:15.342 Finally, the 32 00:02:15.342 --> 00:02:19.174 state will be the state that the Bond was initially mailed to, 33 00:02:19.374 --> 00:02:24.073 not necessarily the state that the customer lives in 34 00:02:24.140 --> 00:02:27.006 If Bonds are found during the search, a claim Form 35 00:02:27.006 --> 00:02:31.339 1048 will be provided with a special Treasury Hunt code 36 00:02:31.439 --> 00:02:35.638 allowing us to search for the details of your missing Securities. 37 00:02:35.705 --> 00:02:38.937 If no information is found, you can try again later 38 00:02:38.971 --> 00:02:43.037 as we update the data every month. 39 00:02:43.137 --> 00:02:45.103 Once you have opened the form, you will start 40 00:02:45.103 --> 00:02:48.536 by providing a description of the Bonds in section one. 41 00:02:48.702 --> 00:02:52.535 List as much information as you have about the missing Bonds. 42 00:02:52.602 --> 00:02:57.602 The more information you provide, the more in-depth the search can be. 43 00:02:57.867 --> 00:02:59.767 If you know the Serial Numbers of the missing 44 00:02:59.767 --> 00:03:03.300 Bonds, enter those in the Bond Number column. 45 00:03:03.366 --> 00:03:07.299 The table provided allows you to list up to five Bonds. 46 00:03:07.399 --> 00:03:11.798 If you are missing more than five Bonds, you can attach a list of additional Bonds 47 00:03:11.998 --> 00:03:16.998 or utilize the Form 3500 to add additional Bonds to the claim form. 48 00:03:20.130 --> 00:03:21.763 If you are unsure of the Bond 49 00:03:21.763 --> 00:03:25.962 Serial Numbers, then provide a date range of when the Bonds were issued, 50 00:03:26.062 --> 00:03:29.828 the face amount and who was named on the Bonds. 51 00:03:29.928 --> 00:03:33.994 The second section is where you will provide details of the loss, 52 00:03:34.094 --> 00:03:37.427 whether lost, stolen, or destroyed. 53 00:03:37.527 --> 00:03:42.527 If the Bonds were stolen attached to the police report, if available. 54 00:03:42.859 --> 00:03:45.625 Section three asks you to describe your authority 55 00:03:45.625 --> 00:03:48.292 over the Bonds, whether you are named on the Bonds 56 00:03:48.292 --> 00:03:51.891 or are appointed by the Court to act upon the missing Bonds. 57 00:03:51.891 --> 00:03:55.857 In section four, you will add information, only 58 00:03:55.857 --> 00:04:00.857 if there is a current minor named on the Bonds. 59 00:04:01.322 --> 00:04:03.455 Section five asks what you would like to do 60 00:04:03.455 --> 00:04:07.388 with the Bonds, either requesting a replacement or payment. 61 00:04:07.488 --> 00:04:10.587 In section six, you will indicate how you wish to receive 62 00:04:10.587 --> 00:04:15.453 the bonds or payment, depending on what you selected in section five. 63 00:04:15.520 --> 00:04:19.752 If you are requesting replacement of series EE or I Bonds, 64 00:04:19.852 --> 00:04:22.852 you will need to have a TreasuryDirect account set up 65 00:04:22.919 --> 00:04:27.284 so that you can provide your TreasuryDirect account number. 66 00:04:27.384 --> 00:04:28.884 If you request payment, 67 00:04:28.884 --> 00:04:33.550 provide the Taxpayer Identification Number that is being used for the redemption, 68 00:04:33.650 --> 00:04:38.650 either a Social Security Number or Employer Identification Number. 69 00:04:40.082 --> 00:04:42.748 You must ensure that your bank account used for direct 70 00:04:42.748 --> 00:04:46.414 deposit is set up to receive electronic payments. 71 00:04:46.481 --> 00:04:49.380 Your routing number cannot start with a number five 72 00:04:49.380 --> 00:04:52.713 as that is used for electronic wire transfers. 73 00:04:53.246 --> 00:04:56.079 Once you have entered all of the information required, 74 00:04:56.079 --> 00:05:00.178 all people named on the Bonds will sign the form in the presence of a notary 75 00:05:00.378 --> 00:05:04.511 or certifying officer at their local financial institution. 76 00:05:04.578 --> 00:05:07.844 They will verify your identity, observe you sign, 77 00:05:08.077 --> 00:05:11.243 and affix an approved stamp or seal, typically 78 00:05:11.243 --> 00:05:14.443 a signature guaranteed stamp. 79 00:05:14.543 --> 00:05:17.375 Once the form is complete, you will mail it into the P.O. 80 00:05:17.375 --> 00:05:20.941 box, listed on page six of the form. 81 00:05:21.008 --> 00:05:22.075 And that's it. 82 00:05:22.075 --> 00:05:25.874 That's how to fill out the form 1048 Claim for Lost, 83 00:05:25.874 --> 00:05:29.340 Stolen, or Destroyed United States Savings Bonds.