What Happens to Your TreasuryDirect Account When You Die
Quick Facts
Phone
1-844-284-2676
Form
FS Form 5336
Holdings
EE, I Bonds, T-bills
Step-by-Step Guide
Check for TreasuryDirect online account
Search email for treasurydirect.gov correspondence. The deceased may hold EE bonds, I bonds, T-bills, or Treasury notes in an online account.
Estimated time: 15 min
File FS Form 5336 for estate claim
Download FS Form 5336 from treasurydirect.gov. Complete the form and submit with death certificate and court documentation. This is the official estate claim form for Treasury securities.
Call TreasuryDirect: 1-844-284-2676
Speak with a representative to confirm holdings and verify the estate claim process. Wait times can be long — call early in the day.
Estimated time: 30-60 min wait
Search for paper savings bonds
Search safes, lockboxes, filing cabinets, and bank safe deposit boxes for paper savings bonds. Bonds issued before 2012 may be on paper. They continue earning interest for up to 30 years.
Document Now Checklist
- TreasuryDirect account number
- Types of securities held (EE, I, T-bills)
- Current values
- Whether paper bonds may exist
Last verified: June 2026. Platform policies may change. Verify current procedures directly with TreasuryDirect. This guide is for informational purposes only and does not constitute legal advice.
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Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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