Q: Please help. My son passed away 6 months ago. How do I access his treasury direct account. I need to know how to access
I am unsure or unaware of the specifics as my ex-husband took care of most of the financial details. He is also deceased and I am left in the dark on this. How do I go about accessing his account?
A:
To addd to the prior answer, further information can be found on the TreasuryDirect website - https://www.treasurydirect.gov/savings-bonds/manage-bonds/death-of-owner/
Good luck, and sorry for your loss.
Lawyers, want to be a Justia Connect Pro too? Learn more ›
- California
- (916) 704-3009
- View Profile
- Answered
A:
I’m sorry to hear about your loss. To access your son’s TreasuryDirect account, you’ll need to provide proof of your identity and your son’s death certificate. TreasuryDirect has specific forms, such as FS Form 5336, which is used to request distribution of a deceased owner’s account. You can find this form on the TreasuryDirect website.
Since you mentioned that you are unsure about the details, gather any documentation related to your son’s investments, and be prepared to provide information like account numbers if available. If you don't have this information, contact TreasuryDirect directly for guidance. They may be able to help you determine the account status or locate it based on your son’s personal information.
Make sure to read the instructions on the forms carefully and include all required documents. You may need to have some forms notarized or provide certified copies of legal documents. It can be a complex process, so be patient and reach out to TreasuryDirect’s customer service if you have any questions or need further clarification.
Matrona Jessica Ward agrees with this answer
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
