FS Form 5188 Durable Power of Attorney for Securities and Savings Bon

RESET

For official use only:

Customer Name

Customer No

Case or SR#

FS Form 5188 (Revised February 2022)

OMB No. 1530-0042

Durable Power of Attorney for
Securities and Savings Bonds Transactions
IMPORTANT: Follow instructions in filling out this form. Making any false, fictitious, or fraudulent claim or statement to the United States is a crime
and may be prosecuted. Print in ink or type all information.

1. APPOINTMENT
I, _______________________________________________________ , hereby appoint
(Name of Grantor)

________________________________________________________ as my attorney-in-fact.
(Name of Attorney-in-Fact)

2. AUTHORITY
(Check all the boxes that apply.)

A.

Relating to my Treasury securities and United States Savings Bonds and Notes, I authorize
my attorney-in-fact named above to perform any and all transactions that Treasury regulations
permit an attorney-in-fact to make. This authority includes the right to execute tax documents
related to these securities. This does not include the authority to make transfers to the
attorney-in-fact or to make gifts to others.

B.

I authorize my attorney-in-fact named above to exercise any powers and duties, whether or
not discretionary, that I am authorized to perform regarding securities belonging to any trust,
probate estate, guardianship, conservatorship, custodianship, or other similar estate for which
I am now, or may later be, appointed as fiduciary.

C.

In addition to one or both of the above, I authorize my attorney-in-fact to make gifts to others.
I further authorize my attorney-in-fact to make transfers (either for consideration or as a gift) to
the attorney-in-fact.

Authorized transactions may include, but are not limited to, changes of payment information, collection
of interest, redemptions, transfers, assignments, purchases by ACH or any other authorized payment method,
or reinvestments. The Bureau of the Fiscal Service will not be liable for any loss, cost, or expense that you
may incur as a result of transactions made by the attorney-in-fact appointed.
3. TERM AND DURABILITY
This power is effective until it is revoked in writing. (See Item 3 in the instructions for revocation procedures.)
This is a durable power of attorney that will not be affected by the grantor's subsequent disability or incapacity.

FS Form 5188

Department of the Treasury | Bureau of the Fiscal Service

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4. SIGNATURE - Sign in ink in the presence of a certifying officer and provide the requested information.
I ratify any and all authorized transactions by my attorney-in-fact.
Sign
Here: __________________________________________________________________________________________________
(Signature of Grantor)

_____________________________________________________

______________________________________________

(Print Name)

(Social Security Number)

Home Address ________________________________________

______________________________________________

(Number and Street or Rural Route)

_____________________________________________________
(City)

(State)

(Daytime Telephone Number)

______________________________________________

(ZIP Code)

(E-mail Address)

Account number, if applicable _______________________________
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 identity(ies)
(Names of Persons 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
USE OF FORM – Use this form to appoint and authorize an attorney-in-fact to conduct any and all authorized
transactions regarding Treasury securities. These securities include, but are not necessarily limited to, Treasury bills,
notes, bonds, and TIPS, FRNs, and all series of United States Savings Bonds and Savings Notes. Authorized
transactions include, but are not limited to, changes of payment information, collection of interest, redemptions,
transfers, assignments, purchases by ACH or any other authorized payment method, reinvestments, and/or the
completion of tax documents. (An attorney-in-fact may not reissue definitive savings bonds.)
IMPORTANT NOTICES
 This form gives the individual or organization you name as attorney-in-fact broad powers to handle your securities
and/or securities for which you are acting on the owner's or entitled party's behalf as fiduciary. If you have
questions about these powers, you should seek professional legal advice before signing this form.
 The attorney-in-fact is not permitted to transfer securities to an account in his or her own name unless the grantor
marks Box C.
 Checking Box C in "2. AUTHORITY" will authorize the attorney-in-fact to make transfers of your Treasury
securities without limitations.
 If the grantor is an organization, submit a resolution authorizing the appointment of an attorney-in-fact.
FS Form 1010 (available at www.treasurydirect.gov) may be used for this purpose.
 If the grantor of the power of attorney is a trustee, provide the following excerpts of the trust instrument:
o a copy of the page showing the name and date of the trust
o a copy of the page showing the trustee's authority to appoint an agent or attorney-in-fact
o a copy of the signature page
FS Form 5188

Department of the Treasury | Bureau of the Fiscal Service

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

Only original signatures will be accepted (stamped signatures are not acceptable).



This form will not be accepted with alterations or corrections.

COMPLETION OF FORM – Print clearly in ink or type all information requested.
ITEM 1. APPOINTMENT
Insert your name as grantor. Provide the name of the individual or organization you appoint as attorney-in-fact.
ITEM 2. AUTHORITY
Carefully read the statement regarding the authority you are granting. As previously stated, if you have questions
about the scope of the authority granted, you should seek professional legal advice before signing this form. Mark
Box A to grant authority regarding your securities. Mark Box B to grant authority for securities belonging to any
trust, probate estate, guardianship, conservatorship, custodianship, or other similar estate for which you are now,
or may later be, appointed as fiduciary. Mark both Boxes A and B if you want to grant both individual and fiduciary
authorities. Additional evidence may be required to establish your appointment and qualification as a
fiduciary. Mark Box C to grant authority to make gifts without limitations to the attorney-in-fact and other
individuals.
ITEM 3. TERM AND DURABILITY
This power of attorney is in effect until revoked and the authority granted will not be affected by the subsequent
disability or incapacity of the grantor. It is the responsibility of the grantor or the attorney-in-fact to notify us of
changes or revocations to this power of attorney. Changes or revocations must be in writing (notarized or certified)
and sent to the Bureau of the Fiscal Service.
ITEM 4. SIGNATURE
You must sign the form in ink, print your name, and provide your home address, account number (for Legacy
Treasury Direct, TreasuryDirect, or HH/H), Taxpayer Identification Number (Social Security Number or Employer
Identification Number), daytime telephone number and your e-mail address. Your signature must be certified (see
"CERTIFICATION").
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. 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 – Unless otherwise instructed in accompanying correspondence, send this form (without instruction
page), the securities, if any, and any additional information to Treasury Retail Securities Services, PO Box 9150,
Minneapolis, MN 55480-9150. Legal evidence or documentation you submit cannot be returned.
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 10 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 the completed form to
this address; send it to the correct address shown in "WHERE TO SEND.”

FS Form 5188

Department of the Treasury | Bureau of the Fiscal Service

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