Treasury Services Forms

Use the links below to access the forms and agreements you will need to set up or use Treasury Services.

Service and Access Setup provides more details and guidance on the steps required to begin using a new service or to modify current services or access.

If you are unable to locate the form you seek, My FedDirectorySM provides a comprehensive list of service and support contacts who can assist you. If you are unable to locate a form related to U.S. Savings Bonds, please contact your Treasury Retail Securities Site.

Savings Bonds for Financial Institutions

Agent Supplies
Agents: You can order or download forms online (Off-site Link) or by contacting your servicing Treasury Retail Securities Site. For your convenience, many of these forms are fillable. You may complete the form on your screen, print it, and give it to your customer to sign and submit.
Agent Service Setup Forms
For your convenience, many of these forms are fillable.
Savings Bonds Direct® Local Security Administration (LSA) Form Form (PDF)
EZ Clear Enrollment Form Form (PDF)
Agent Profile Form Form (PDF)
PD F 3827 - Issuing Agent Application Form (PDF)
Transaction and Service Fee Settlement Authorization Form (PDF)
U.S. Savings Bond Issuing Agent - Third Party Processor Agreement Form (PDF)
PD F 3880 - Paying Agent Application Form (PDF)
PD F 3902 - Application Agreement - Circular 888 Form (PDF)

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Payroll Savings Bonds

Form Link
Payroll Authorization Form for Series I and EE Bonds
Set up an employee to receive payroll savings bonds 		Form (PDF)
Payroll Authorization Form for Series I and EE Bonds (en Español)
Set up an employee to receive payroll savings bonds		 Form (PDF)
Form FA 500
Order Summary for Purchases of Payroll Series EE Bonds		 Form (PDF)
Form FA 501
Order Summary for Purchases of Payroll Series I Bonds		 Form (PDF)
Form FA 510
Order Summary for Purchases of Promotional Series EE Bonds		 Form (PDF)
Form FA 511
Order Summary for Purchases of Promotional Series I Bonds		 Form (PDF)
Form FA 520
Series EE Bond Payroll Purchase Request		 Form (PDF)
Form FA 521
Series I Bond Payroll Purchase Request		 Form (PDF)
Form FA 530
Request to Establish/Update Payroll Savings Bond Masterfile Account		 Form (PDF)
Form FA 540
Payroll Savings Bond Customer Profile		 Form (PDF)

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Treasury Tax and Loan (TT&L)

Form Link
TT&L Plus Local Security Administration (LSA) Form (PDF)

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