On-line PD F 5263 Order for U.S. Savings Bonds (instructions)

INSTRUCTIONS FOR COMPLETING THE ORDER FOR U.S. SAVINGS BONDS
The Order for U.S. Savings Bonds is a fillable order form used to purchase paper Series EE or
Series I U.S. Savings Bonds. To purchase electronic savings bonds and marketable securities,
visit www.treasurydirect.gov.
Please follow the instructions below to order paper savings bonds. Once you've completed all
required fields, click "Continue" to print:
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A copy of your order form(s)
Payment and mailing instructions which include an order summary to keep for your
records

1. FULL NAME OF BOND OWNER OR FIRST-NAMED COOWNER. Enter the full name and
Social Security Number (SSN) of the owner or first-named coowner. Initials should not be
provided for both first and middle names unless they are the owner’s legal given name. A
Social Security Number must be provided. If this is a gift bond purchase, use the owner’s
name and SSN, if available. If the owner’s SSN is not available, use the purchaser’s SSN.
Use of the purchaser’s SSN does not confer rights to the bond or require interest reporting.
Bonds ordered using this form may only be issued in the names of individuals (adults or
minors) in single ownership, coownership, or beneficiary forms of registration.
For information about trust or other forms of registration, visit www.treasurydirect.gov.
2. NAME OF PERSON TO RECEIVE BONDS IF DIFFERENT THAN THE PERSON NAMED
IN STEP 1. Complete this section only if the bonds will be mailed to a person other than the
owner or first-named coowner listed in Step 1.
NOTE: This information will appear on the bond, but does not establish any ownership rights.

3. WHERE WOULD YOU LIKE THE BONDS DELIVERED? Enter the address where the
bonds are to be mailed including street name and number, rural route, or post office box.
NOTE: This information will appear on the bond.

4. WOULD YOU LIKE TO NAME A COOWNER OR BENEFICIARY? (Optional) If you wish
to name a coowner or beneficiary on the bonds, select the appropriate form of registration
desired and enter the person's full name in the box that appears below the selection.
If you name a coowner: The bonds may be cashed by either coowner. For Series EE,
the name of a living coowner cannot be eliminated without the written consent of that
coowner. For Series I, the name of a living coowner cannot be eliminated unless at least
one of the coowners is a party to a divorce or an annulment.
If you name a beneficiary: For Series EE and Series I, the bonds may not be cashed
by the beneficiary during the lifetime of the owner. The name of a beneficiary can be
eliminated without the beneficiary’s consent.

5. BONDS ORDERED. Select Series EE and/or Series I and indicate next to the appropriate
denomination the number of bonds being purchased.
NOTE: You may purchase up to $5,000 of each savings bond type – Series EE or I – per person each
calendar year. Additional savings bond information is available by visiting www.treasurydirect.gov.

6. PURCHASER INFORMATION. In order to promptly resolve any problems connected with
this purchase order, please provide a telephone number where you ordinarily may be
reached Monday through Friday, from 9 a.m. to 5 p.m. Use the check box and enter your
name and address if they don’t appear in the registration of the bonds as shown in Step 1
and Step 3.
After you've completed this information, select the "Continue" button to review your order.
Review your purchase information, print the order, and mail it along with your payment to the
designated Federal Reserve Bank. You may select "Return" to make corrections to your order.
Other than your signature, do not write on the order form.
The issue date of your savings bond(s) will be the first day of the month in which the Federal
Reserve Bank receives your payment of the purchase price.
If you'd like to print a gift certificate, please visit:
www.treasurydirect.gov/indiv/planning/plan_gifts_certificates.htm.
For assistance with this form, please call 1-800-553-2663 or 1-800-245-2804.
NOTICE UNDER THE PRIVACY AND PAPERWORK REDUCTION ACTS
The collection of the information you are requested to provide on this form, including the furnishing of a
Social Security Number, is authorized by 31 U.S.C. Ch. 31 relating to the public debt of the United States.
The purpose of requesting the information is to enable the Bureau of the Public Debt and its agents to
issue securities, process transactions, make payments and identify owners. Furnishing the information is
voluntary; however, without the information, Public Debt may be unable to process transactions.
Information concerning securities holdings and transactions is considered confidential under Treasury
regulations (31 CFR, Part 323) and the Privacy Act. This information may be disclosed to a law
enforcement agency for investigation purposes; courts and counsel for litigation purposes; others entitled
to distribution or payment; agents and contractors to administer the public debt; agencies or entities for
debt collection or to obtain current addresses for payment; agencies through approved computer
matches; Congressional offices in response to an inquiry by the individual to whom the record pertains;
as otherwise authorized by law or regulation.
We estimate it will take you about 5 minutes to complete this form. You are not required to provide
information requested unless a valid OMB control number is displayed on the form. Any comments or
suggestions regarding this form should be sent to the Bureau of the Public Debt, Forms Management
Officer, Parkersburg, WV 26106-1328. DO NOT SEND completed form to the above address; instead,
send to the address indicated on the mailing instructions.