TreasuryDirect — TreasuryDirect (2024)

FAQs

How does TreasuryDirect verify identity? ›

For account establishment, we'll ask for personal information such as your name, address, phone number, e-mail address, Driver's License Number/State ID Number, bank account information, and Taxpayer Identification Number.

The Account Statements will be available on the 1st business day of the month no later than 1pm Eastern Time.

TreasuryDirect customers:

You may reach us at 844-284-2676. If you open an account and are asked to send us an Account Authorization form, you must submit the form before you can access your account. Don't forget to have your signature certified. You can make some bank changes online while logged in to your account.

You just bought a security from the U.S. Treasury. Securities are generally issued to your account within two business days of the purchase date for savings bonds or within one week of the auction date for Bills, Notes, Bonds, FRNs, and TIPS.

Securities purchased through TreasuryDirect cannot be sold in the secondary market before they mature. This lack of liquidity could be a disadvantage for investors who may need to access their investment capital before the securities' maturity.

Sign in ink in the presence of a certifying officer or notary. Identification may be required. 2. Authorized certifying officers are available at financial institutions, including credit unions, in the United States.

It takes just 3 steps to open a TreasuryDirect Account.

Provide personal information, including: Tax ID Number (SSN or EIN) E-mail Address. Bank Account and Routing Number.

1099 forms are available by January 31 of each tax year. If you invest in Legacy Treasury Direct, each year you'll receive a 1099 during January (1042-S during March if you're a foreign investor) showing the interest you've earned. If you have registered securities, you'll receive your 1099 through the mail in January.

About TreasuryDirect.gov

Your investments are backed by the full faith and credit of the United States government.

You'll likely need to call the TreasuryDirect customer service at 844-284-2676 if you're locked out of your account because you entered the wrong password or security question answers too many times.

What happens when a Treasury bill matures on TreasuryDirect? ›

When the bill matures, you are paid its face value. You can hold a bill until it matures or sell it before it matures. Note about Cash Management Bills: We also sell Cash Management Bills (CMBs) at various times and for variable terms. Cash Management Bills are only available through a bank, broker, or dealer.

In your TreasuryDirect account, you can purchase and hold Treasury bills, notes, bonds, Floating Rate Notes, Treasury Inflation-Protected Securities (TIPS), and savings bonds, and it's available to you 24 hours a day, 7 days a week.

You can get your cash for an EE or I savings bond any time after you have owned it for 1 year. However, the longer you hold the bond, the more it earns for you (for up to 30 years for an EE or I bond). Also, if you cash in the bond in less than 5 years, you lose the last 3 months of interest.

Go to your TreasuryDirect account. Choose the Manage Direct tab. Identify the security or securities you want to transfer. Choose External Transfer.

By checking identities across authoritative data sources such as bank and phone records. By using a variety of government-issued identity documents for identity verification in combination with technology that can distinguish between real documents and printouts.

If the bank information is unable to be verified on the 3rd attempt, a hold will be placed on your bank account and you will receive an email which includes information and a link to the Bank Change Request form (FS Form 5512).

Whenever a new customer opens an account, banks require identity documents, such as a driver's license, passport, or social security card, to validate their identity.