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Transferring Securities from Legacy Treasury Direct to TreasuryDirect

Have you wondered how to transfer your securities from Legacy Treasury Direct to TreasuryDirect? The process is simple.

Any security in Legacy Treasury Direct is eligible to be transferred – Treasury bills, Treasury notes, Treasury bonds, or TIPS. You can send any of them to an account in TreasuryDirect, and it won’t cost you anything.

To compare the features of TreasuryDirect and Legacy Treasury Direct, see My Accounts.

Here’s how to make the transfer:

  1. Open an account in TreasuryDirect. (If you already have an account in TreasuryDirect, you may skip this step.) Effective April 2009, TreasuryDirect permits accounts for both individuals and various types of entities including trusts, estates, corporations, partnerships, etc. See Learn More about Entity Accounts for full information on the new registration types.
  2. Complete the Legacy Treasury Direct form “Security Transfer Request” (PD F 5179). In the form’s section 3, check the box for “Transfer to an Established On-line TreasuryDirect Account Number.” (Download or order the form.) Your signature on this form must be certified. For details, see the form’s instructions.
  3. Mail your “Security Transfer Request” to the Bureau of the Public Debt, at the address shown on the form.

Take these three steps and you can begin enjoying TreasuryDirect, a system that’s available online 24 hours a day, seven days a week.