Hello and welcome to TreasuryDirect.
Sometimes when creating a new TreasuryDirect account, we can't verify
the information you provide
and a hold may be placed on your account.
Note that this verification is automated and is for your protection.
With this occurs, customer service representatives cannot answer
any questions about what information could not be verified
and why you are required to complete this second step of verification.
You will also not be able to access your account until you complete
this process upon completion of your account application.
You will receive an email providing your account number and stating
that you will need to complete the Form 5444 Account Authorization form.
To be able to access your account in the email you received
will be a link to the FS Form 5444 account authorization.
This form can also be
found by searching for the FS Form 5444
on the TreasuryDirect.GOV home screen.
Once you access the form,
you will follow the instructions located at the top of the first page.
This form requires you to fill out the identifying information,
including your Social Security Number, which is required to proceed.
You will need to complete the entire form
and sign it in the presence of a certifying officer at your bank.
The certifying officer must verify your identity,
certify your signature and affix a seal or stamp on the form.
Note the Notary, Circular 888,
and bank address stamps are not acceptable. Acceptable
stamps include the institution's corporate seal or stamp,
the Treasury-Recognized Medallion stamp, Endorsement
Guarantee stamp or Signature Guarantee stamp.
Examples of these can be found on Page two of the form in the instructions section.
Once the form is filled out, signed and certified,
you will mail it to the address located at the top of the first page.
If all the information is acceptable, you will receive an email
informing you that your account is now unlocked
and you can access your TreasuryDirect account.
And that's it. That is how to fill out the Account Authorization form.