FS Form 4000, officially titled “Request To Reissue United States Savings Bonds,” is utilized by bondholders seeking to update or correct the registration details of their paper savings bonds, such as Series EE, Series I, and Series HH bonds. This form facilitates changes like adding or removing co-owners or beneficiaries, correcting errors, or reissuing bonds due to legal circumstances.
When to Use FS Form 4000
Bondholders may need to complete FS Form 4000 under various circumstances, including:
- Name Changes: Due to marriage, divorce, or legal name alterations.
- Ownership Updates: Adding or removing co-owners or beneficiaries.
- Error Corrections: Rectifying mistakes in the bond’s registration information.
- Legal Proceedings: Reissuing bonds following events like divorce settlements or the death of a co-owner.
Steps to Complete FS Form 4000
- Obtain the Form: Download FS Form 4000 from the official TreasuryDirect website.
- Provide Bond Details: List each bond’s issue date, face amount, bond number, and the names as they appear on the bond.
- Specify Reissue Reason: Clearly state the reason for the reissue, such as a name change or adding a beneficiary.
- Complete New Registration Information: Enter the updated registration details, including the TreasuryDirect account number if converting to electronic form.
- Sign the Form: All current bond owners must sign the form in the presence of an authorized certifying individual, such as a bank officer.
- Attach Supporting Documents: Include necessary legal documents, like marriage certificates or court orders, to support the requested changes.
- Submit the Form: Mail the completed form and supporting documents to the address specified on the form’s instructions.
Important Considerations
- Electronic Conversion: Reissued bonds are converted to electronic form in a TreasuryDirect account. If you don’t have an account, you’ll need to create one.
- Tax Implications: Removing a living owner or principal co-owner may have tax consequences. Consult the form’s instructions or a tax advisor for guidance.
- Processing Time: The reissue process can take several weeks. Ensure all information is accurate to avoid delays.
FAQs
1. What is FS Form 4000 used for?
FS Form 4000 is used to request the reissue of U.S. Savings Bonds to update registration information, such as changing ownership or correcting errors.
2. Can I submit FS Form 4000 online?
No, the completed form, along with any required documentation, must be mailed to the address provided in the form’s instructions.
3. Do all bond owners need to sign FS Form 4000?
Yes, all current registered owners must sign the form in the presence of an authorized certifying individual.
4. What documents should I include with FS Form 4000?
Include any legal documents supporting the requested changes, such as marriage certificates, divorce decrees, or court orders.
5. How long does it take to process FS Form 4000?
Processing times can vary but typically take several weeks. Ensure all required information and documentation are provided to prevent delays.
