Form For Disposition Of Securities Belonging To A Decedent'S Estate Being Settled Without Administration

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For official use only:
Customer Name
Customer No.
PD F 5336 E
OMB No. 1535-0118
DISPOSITION OF SECURITIES BELONGING TO A
Department of the Treasury
DECEDENT’S ESTATE BEING SETTLED WITHOUT ADMINISTRATION
Bureau of the Public Debt
(Revised January 2005)
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IMPORTANT: Follow instructions in filling out this form. You should be aware that the making of any false, fictitious, or fraudulent claim or
statement to the United States is a crime that is punishable by fine and/or imprisonment.
PRINT IN INK OR TYPE ALL INFORMATION
Use this form to request disposition of a decedent’s United States Savings Securities and/or related payments only when the decedent’s
estate is not being administered.
If the decedent’s savings securities are worth over $100,000 redemption value, Treasury regulations
require that the estate be formally administered through the court; in this event, this form may not be used.
WHERE TO SEND – Send this form, all securities and/or related checks, and any necessary evidence to: Bureau of the Public Debt,
PO Box 1328, Parkersburg, WV 26106-1328.
Carefully read the instructions before completing this form.
PART A – ESTATE INFORMATION
Provide the information below and submit certified copies of the death certificates for all deceased registrants.
(NAME OF DECEASED OWNER - If more than one person named on the securities, the person who died last)
(Decedent’s Social Security Number)
(State of Legal Residence)
By signing this form,
I certify that a legal representative has not been and will not be formally appointed through the court and that the
estate will not be settled in accordance with State statute (such as Summary Administration, Small Estates Act, Texas Muniment of Title,
Louisiana Judgment of Possession, etc.).
If the above statement does not apply, do not complete this form. Instead, send the securities and all evidence and/or documentation
concerning the estate to the address shown in “WHERE TO SEND” above.
PART B – PERSONS ENTITLED TO REQUEST DISPOSITION
Title 31, Code of Federal Regulations (CFR), provides that savings securities and/or related payments belonging to a decedent’s estate
being settled without administration may be paid, reissued, or transferred (when applicable) upon the request of the persons named in the
survivors’ order of precedence as listed below and described in detail in the instructions.
Carefully read the instructions before
completing this Part.
1. Starting at the top, read down the order of precedence until you find the first category (class) that applies to your situation.
Mark the box for that class (do not mark more than one class).
Survivors’ Order of Precedence
Classes of Survivors
Surviving spouse
(no surviving child or children of the decedent, or descendants of deceased children)
Surviving spouse and child or children of the decedent, and the descendants of deceased children
Surviving child or children of the decedent, and the descendants of deceased children
(no surviving spouse)
Parents
(if none of the above classes)
Brothers and sisters and descendants of deceased brothers and sisters
(if none of the above classes)
Other next of kin
(if none of the above classes)
Persons related to the decedent by marriage; i.e., heirs of a spouse of the last decedent where the spouse
predeceased that registrant
(if none of the above classes)
Person who paid the burial and funeral expenses, or a creditor of the decedent’s estate
(if none of the above classes)
Escheat
(if none of the above classes)
PD F 5336
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