Page Title: ManageDirect® > Transfer Request
What you can do on this page:
A Transfer Request allows you to request transfer of ownership of a security to another TreasuryDirect account. You may transfer the full amount or a partial amount of a security. The minimum transfer amount is $25.00. When making a partial transfer, you must transfer a minimum of $25.00, while leaving at least $25.00 of the current value in the security. A partial transfer includes principal and a proportionate amount of interest. To transfer a security, you must enter the recipient's Taxpayer Identification Number and TreasuryDirect account number. The registration will automatically be changed to the recipient's name only upon transfer.
For some transfers, a page will display with a link to a paper form needed to complete your transaction. In this case, you must complete and mail the paper form according to its instructions. Your requested transfer will not be processed until we receive and approve your form.
- Click "Submit" to go to ManageDirect > Transfer Review.
- Click "Cancel" to return to your previous page.