Form FS Form 2243 FS Form 2243 SUPPLEMENTAL STATEMENT FOR UNITED STATES SECURITIES

Claim For Lost, Stolen or Destroyed U.S. Savings Bonds and Supplemental Statement For U.S. Securities

sav2243

Claim For Lost, Stolen or Destroyed U.S. Savings Bonds and Supplemental Statement For U.S. Securities

OMB: 1530-0021

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For official use only: Customer Name _______________________________________________________Case No. ____________
FS Form 2243 (Revised June 2018)

OMB No. 1530-0021

Supplemental Statement for
United States Securities
IMPORTANT: Follow instructions in filling out this form. Making any false, fictitious, or fraudulent claim or statement to the United States is a crime.
Print in ink or type all information.

NOTE: For Series EE and Series I savings bonds, we no longer issue substitute bonds in paper form. We issue those substitute bonds
in electronic form, in our online system TreasuryDirect. For information on opening an account in TreasuryDirect, go to
www.treasurydirect.gov.

1.
The claim reporting the loss, theft, destruction, or nonreceipt of United States Securities applies to the securities
described in Item 6.
2.

The claim reporting the loss, theft, destruction, or nonreceipt of United States Securities applies to the securities
described in Item 6 rather than the securities described in the original application.

3.

I certify:
I had possession, custody, or control of the securities described in Item 6.
I have firsthand knowledge of the circumstances under which the securities described in Item 6 were lost,
stolen, or destroyed.
I had access to the ______________________________ described in Item 6.
(security or bearer security)

I have been informed that _____________________________________________________ submitted a claim
reporting the________________________________ of the United States Securities describe in Item 6. My knowledge of

4.

(loss, theft, destruction or nonreceipt)

the security(ies) is:

If our office has marked this box, please indicate whether you want electronic substitute bonds or payment, and
provide the requested information. NOTE: This applies only to Series EE or Series I savings bonds.

5.

Please issue substitute bond(s) in electronic form into the following TreasuryDirect account.
Account number: ________________________________________
Account name: _______________________________________________________________________
Social Security Number or Employer Identification Number: ____________________________________
NOTE: You may add a secondary owner or beneficiary once bonds have been replaced in electronic form within your
TreasuryDirect account. For more information, access your account and click on “How do I” at the top of the page to
find instructions on how to add a secondary owner or beneficiary.
FS Form 2243

Department of the Treasury | Bureau of the Fiscal Service

1

TAX LIABILITY: If the name of a living owner or principal coowner of the bonds is eliminated from the registration, the owner or principal
coowner must include the interest earned and previously unreported on the bonds to the date of the transaction on his or her Federal
income tax return for the year of the reissue. (Both registrants are considered to be coowners when bonds are registered in the form: "A"
or "B.") The principal coowner is the coowner who (1) purchased the bonds with his or her own funds, or (2) received them as a gift,
inheritance, or legacy, or as a result of judicial proceedings, and had them reissued in coownership form, provided he or she has
received no contribution in money or money's worth for designating the other coowner on the bonds. If the reissue is a reportable event,
the interest earned on the bonds to the date of the reissue will be reported to the Internal Revenue Service (IRS) by a Federal Reserve
Bank or Branch or the Bureau of the Fiscal Service under the Tax Equity and Fiscal Responsibility Act of 1982. THE OBLIGATION TO
REPORT THE INTEREST CANNOT BE TRANSFERRED TO SOMEONE ELSE THROUGH A REISSUE TRANSACTION. If you have
questions concerning the tax consequences, consult the IRS, or write to the Commissioner of Internal Revenue, Washington, DC 20224.
Unless we are otherwise informed, the first-named coowner will be considered the principal coowner for the purpose of this
transaction.

Please redeem my bonds and make payment to the financial institution below. NOTE: If payment
instructions were previously provided on FS Form 1048, payment will be made according to the instructions on
FS Form 1048.
Payee must provide a Social Security Number or Employer Identification Number:
________________________________
Social Security Number of Payee

_______________________________
Employer Identification Number of Payee

________________________________________________________________________________________________________
(Name[s] on the Bank Account)

______________________________________ Type of Account
(Depositor’s Account Number)

Checking

Savings

Bank Routing Number (nine digits): ___________________________
___________________________________________
(Financial Institution’s Name)

________________________________
(Financial Institution’s Phone Number)

6. Description of Securities
TITLE OF SECURITY

(Identify securities by series, interest
rate, type, CUSIP, call and maturity
dates, as appropriate)

ISSUE
DATE

FACE AMOUNT
(Denomination)

SERIAL NUMBER

REGISTRATION

(Exactly as shown on the face of each security)

(If you need more space, attach either an FS Form 3500 [see www.treasurydirect.gov], a plain sheet of paper, or a photocopy of this section.)

7. Signatures and Certification
I/We certify that I/we don't have possession or control of any of the securities described in Item 6 and that I/we don't have any further
information in regard to where they are or what became of them.
I/We severally petition the Secretary of the Treasury for relief as authorized by law and, if relief is granted, acknowledge that the original
securities will become the property of the United States. Upon the granting of relief, I/we assign all our right, title, and interest in the
original securities to the United States and hereby bind myself/ourselves, my/our heirs, executors, administrators, successors and
assigns, jointly and severally: (1) to surrender the original securities to the Department of the Treasury should they come into my/our
possession; (2) to hold the United States harmless on account of any claim by any other parties having, or claiming to have, interests in
these securities; and (3) upon demand by the Department of the Treasury, to indemnify unconditionally the United States and repay to
the Department of the Treasury all sums of money which the Department may pay on account of the redemption of these original
securities, including any interest, administrative costs and penalties, and any other liability or losses incurred as a result of such
redemption.

FS Form 2243

Department of the Treasury | Bureau of the Fiscal Service

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Sign in ink in the presence of a certifying officer and provide the requested information.
Sign
Here: __________________________________________________________________________________________________
(Signature)

_____________________________________________________

______________________________________________

Home Address ________________________________________

______________________________________________

_____________________________________________________

______________________________________________

(Print Name)

(Number and Street or Rural Route)

(City)

(State)

(ZIP Code)

(Social Security Number)

(Daytime Telephone Number)

(Email Address)

Sign in ink in the presence of a certifying officer and provide the requested information.
Sign
Here: __________________________________________________________________________________________________
(Signature)

_____________________________________________________

______________________________________________

Home Address ________________________________________

______________________________________________

_____________________________________________________

______________________________________________

(Print Name)

(Number and Street or Rural Route)

(City)

(State)

(ZIP Code)

(Social Security Number)

(Daytime Telephone Number)

(Email Address)

Sign in ink in the presence of a certifying officer and provide the requested information.
Sign
Here: __________________________________________________________________________________________________
(Signature)

_____________________________________________________

______________________________________________

Home Address ________________________________________

______________________________________________

_____________________________________________________

______________________________________________

(Print Name)

(Number and Street or Rural Route)

(City)

(State)

(ZIP Code)

(Social Security Number)

(Daytime Telephone Number)

(Email Address)

Instructions to Certifying Officer: 1. Name of the person(s) who appeared and date of appearance MUST be completed.
2. If a Medallion stamp is used an original signature is required. 3. Person(s) must sign in your presence.
I CERTIFY that _________________________________________________________________________ , whose identiy(ies)
Name of Person Who Appeared

is/are known or proven to me, personally appeared before me this ________________ day of ____________________
at ___________________________________________________ and signed this form.

(Month/Year)

(City, State)

________________________________________________________
(Signature and Title of Certifying Officer)
________________________________________________________
(Name of Financial Institution)
________________________________________________________
(Address)
________________________________________________________
(City, State, ZIP code)
________________________________________________________
(Telephone)

FS Form 2243

Department of the Treasury | Bureau of the Fiscal Service

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I CERTIFY that _________________________________________________________________________ whose identiy(ies)
Name of Person Who Appeared

Is/are known or proven to me, personally appeared before me this ________________ day of ____________________
(Month/Year)

at ___________________________________________________ and signed this form.
(City, State)
________________________________________________________
(Signature and Title of Certifying Officer)
________________________________________________________
(Name of Financial Institution)
________________________________________________________
(Address)
________________________________________________________
(City, State, ZIP code)
________________________________________________________
(Telephone)

I CERTIFY that ________________________________________________________________________ whose identiy(ies)
Name of Person Who Appeared

Is/are known or proven to me, personally appeared before me this ________________ day of ____________________
(Month/Year)

at ___________________________________________________ and signed this form.
(City, State)
________________________________________________________
(Signature and Title of Certifying Officer)
________________________________________________________
(Name of Financial Institution)
________________________________________________________
(Address)
________________________________________________________
(City, State, ZIP code)
________________________________________________________
(Telephone)

INSTRUCTIONS
PURPOSE OF FORM – Use this form to support an application for relief on account of the loss, theft, destruction, or
nonreceipt of United States Securities.
COMPLETION OF FORM
ITEM 1.

Mark this box to show that the securities described in Item 6 are the missing securities referred to on the
original application. Describe the missing securities in Item 6.

ITEM 2.

Mark this box if incorrect serial numbers were provided on the original application. Describe the correct
missing securities in Item 6.

ITEM 3.

Mark the appropriate box(es) to indicate whether you had possession, custody, or control of the securities,
firsthand knowledge of the circumstances under which they were lost, stolen, or destroyed, or if you had
access to the securities.

ITEM 4.

Mark this box and complete this item when someone other than the original applicant(s) had custody or
knowledge of the loss. Furnish the name(s) of the original applicant(s) and provide all information
concerning your knowledge of the whereabouts of the securities. If you do not have any knowledge of their
whereabouts, state this. If the original applicant(s) or any other person claims to have mailed or delivered
the securities to you, state whether or not you received them. If you did not receive the securities, explain
why, if known (for example, wrong address used).

FS Form 2243

Department of the Treasury | Bureau of the Fiscal Service

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ITEM 5.

If our office has marked this box, indicate whether you want electronic substitute bonds or payment. If you
want electronic substitute bonds, provide the requested TreasuryDirect account information. If you want
payment, provide information about your bank. NOTE: If payment instructions were given previously on FS
Form 1048, we will pay according to the instructions on FS Form 1048.

ITEM 6.

Furnish a complete description of the missing securities.

ITEM 7.

If Item 1 or 2 is checked, the form must be signed by the original applicant(s). If Item 3 or 4 is checked, the
form must be signed by the person having custody of the securities or knowledge of their loss. If any person
whose signature is required is a minor who does not have a court-appointed guardian, the minor may sign
on his or her own behalf for Series HH bonds, if in the opinion of the certifying officer, he or she is of
sufficient competency to understand the nature of the transaction. If not, the form must be signed by both
parents on the minor’s behalf. If you have Series EE or Series I bonds, a minor cannot sign on his or her
own behalf. The form must be signed by the parents. If the minor does not reside with either parent, the
form must be completed and signed by the person who furnishes the minor’s chief support. The minor’s age
and Social Security Number must be furnished.

CERTIFICATION – Each person whose signature is required must appear before and establish identification to the
satisfaction of an authorized certifying officer. The signatures to the form must be signed in the officer's presence. The
certifying officer must affix the seal or stamp which is used when certifying requests for payment. Authorized certifying
officers are available at financial institutions, including credit unions, in the United States. Certification by a notary isn’t
acceptable. Examples of acceptable seals and stamps:
• The financial institution’s official seal or stamp, including: Signature Guaranteed seal or stamp; Endorsement
Guaranteed seal or stamp; Corporate seal or stamp (a corporate resolution isn’t required); or Issuing or paying
agent seal or stamp (including name, location, and four-digit identification number or nine-digit routing number)
• The seal or stamp of Treasury-recognized Signature Guarantee Programs or other Treasury-approved Medallion
Programs
WHERE TO SEND – Send this form (without instruction pages) and any additional information to the appropriate address:
• HH and H savings bonds – Treasury Retail Securities Site, PO Box 2186, Minneapolis, MN 55480-2186
• Other paper savings bonds – Treasury Retail Securities Site, PO Box 214, Minneapolis, MN 55480-0214
• Securities in TreasuryDirect – Treasury Retail Securities Site, PO Box 7015, Minneapolis, MN 55480-7015
• Securities in Legacy Treasury Direct – Treasury Retail Securities Site, PO Box 9150, Minneapolis, MN 55480-9150
• Paper marketable securities – Treasury Retail Securities Site, PO Box 9150, Minneapolis, MN 55480-9150
NOTICE UNDER THE PRIVACY AND PAPERWORK REDUCTION ACTS
The collection of the information you are requested to provide on this form is authorized by 31 U.S.C. CH. 31 relating to
the public debt of the United States. The furnishing of a Social Security Number, if requested, is also required by Section
6109 of the Internal Revenue Code (26 U.S.C. 6109).
The purpose of requesting the information is to enable the Bureau of the Fiscal Service and its agents to issue securities,
process transactions, make payments, identify owners and their accounts, and provide reports to the Internal Revenue
Service. Furnishing the information is voluntary; however, without the information, the Fiscal Service 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 05 minutes to complete this form. However, 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 Fiscal Service, Forms Management Officer, Parkersburg, WV 26106-1328. DO
NOT SEND completed form to the above address; send to the correct address shown in "WHERE TO SEND"
above.

FS Form 2243

Department of the Treasury | Bureau of the Fiscal Service

5


File Typeapplication/pdf
File TitleFS Form 2243
SubjectSupplemental Statement for United States Securities
AuthorBrenda A. Stauffer
File Modified2018-06-06
File Created2018-04-02

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