Payroll Savings Bonds Setup

Thank you for choosing to participate in the U.S. Savings Bonds Payroll Savings Plan. We are ready to work with you to make this a smooth and easy transition. If you need advice or assistance at any step of the process, consult your Treasury Retail Securities Site.

Step 1 - Review Service Options

The following links will help you learn more about the Payroll Savings Plan.

Step 2 - Review Rules and Regulations

Federal Reserve Financial Services use is governed by applicable Operating Circulars (OCs). The following apply to Payroll Savings Bonds:

Step 3 - Complete Forms/Agreements

To establish an account for the Payroll Savings Plan for Paper Savings Bonds:

Or

Step 4 - Choose a Submission Method

Savings Bonds Direct®

Savings Bonds Direct is a Web-based application that can be accessed from any Internet-based PC and used to create, submit and manage bond orders. The Treasury Retail Securities Sites provide customer setup, technical support and seminars for Savings Bonds Direct.

To get started, you must first designate a Local Security Administrator (LSA) for Savings Bonds Direct. Your organization then completes and submits a Local Security Administrator (LSA) Authorization form (PDF) to the Treasury Retail Securities Site. The LSA will set up and manage all user access within your institution or organization.

It is strongly recommended that each institution/organization designate additional LSAs to assist in the management of user security and access rights. Learn more about submitting electronic files using Savings Bonds Direct (Off-site Link).

PSBOS32 for Windows

The Treasury Retail Securities Sites also offer a free, user-friendly software package that lets you create savings bonds orders on any PC with the Microsoft Windows operating system. Orders created with this software must be saved on a disk or CD and mailed.

To order PSBOS32 for Windows, contact your servicing Treasury Retail Securities Site or download the PSBOS32 Software (Off-site Link).

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