- 1). Begin by gathering up as much information as you can about the savings bond in question. Who bought it? When did they buy it? Whom did they buy it for? Did they write down the serial number anywhere?
- 2). Locate the relevant identification for the person who bought the savings bond--the more information you have, the better. Confirm important details, such as the full name and Social Security number. If the purchaser is deceased, an official copy of the death certificate will be required.
- 3). Go to Treasury Direct website and download form 1048. See the Resource section below for a link.
- 4). Complete the form in its entirety, or complete as much information as you can provide. The more information, the quicker your investigation will be completed.
- 5). Take the completed Form 1048 to a bank, credit union or other financial institution to sign the form, as well as receive a certified signature stamp. You must wait until you are in the presence of a certifying officer to sign this form.
- 6). Mail the form to the given address.
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