Transferring Treasury Bills, Notes, Bonds, and TIPS
*Transfer of securities from Legacy Treasury Direct to TreasuryDirect
*Transfer of securities from TreasuryDirect to Legacy Treasury Direct
Transfer of securities from the commercial book-entry system to TreasuryDirect
*Transfer of securities from the commercial book-entry system to Legacy Treasury Direct
Transfer of securities from TreasuryDirect to the commercial book-entry system
*Transfer of securities from Legacy Treasury Direct to the commercial book-entry system
Transfer of securities within TreasuryDirect
*Transfer of securities within Legacy Treasury Direct
Transfer of Securities from Legacy Treasury Direct to TreasuryDirect
(NOTE: Legacy Treasury Direct is being phased out.)
- 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
Legacy Treasury Direct is being phased out. Transfers from TreasuryDirect to Legacy Treasury Direct aren't permitted.
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
Legacy Treasury Direct is being phased out. Transfers from the commercial book-entry system to Legacy Treasury Direct aren't permitted.
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.
*Legacy Treasury Direct is being phased out.