Instafill.ai
7 days free
AI form filling · 71 fields · 2 pages · done in seconds

Yes! You can use AI to fill out FS Form 5179, Legacy Treasury Direct Security Transfer Request

Don't type 71 fields by hand. Tell our AI about yourself, or upload a document you already have, and it fills every field in seconds. You check it, then download, print or sign.

7 days free, then $19.99/month · Cancel anytime
AI fills it, no typingEncrypted, never used to train AICancel in two clicks
FS Form 5179, Legacy Treasury Direct Security Transfer Request, page 1
Moderate · 46/100Form Complexity Index

The AI does the filling. You just check it.

No typing into boxes, nothing to install.

Tell the AI about youAnswer a few questions in plain words, or upload a document you already have. That is all the typing there is.
AI fills every field in secondsIt puts each answer in the right box on every page, checkboxes included.
Check it and downloadReview every field, change anything, then download, print or sign the PDF.

What this form asks for

The AI fills all of it, from your answers or your documents.

FS Form 5179 is a Department of the Treasury form used by holders of a Legacy Treasury Direct account to request the transfer of their securities. This can be an internal transfer to another Legacy account, a transfer to a modern online TreasuryDirect account, or an external transfer to a financial institution or brokerage firm. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields71
Pages2
Form Complexity IndexModerate, 46/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Exclusive Security Transfer Method Selection

Validates that only one of the three primary options in Section 2 (Transfer ALL, Transfer from CUSIPs, Transfer from a specific CUSIP) is selected. This is crucial for preventing ambiguity in the transfer request. If more than one option is selected, the form submission will be rejected, and the user will be prompted to choose only a single method for identifying the securities to be transferred.

Exclusive Transfer Destination Selection

Ensures that only one of the three transfer destination options in Section 3 (Internal, TreasuryDirect online, or External) is checked. The form explicitly states to 'Check only one transfer option box'. A failure in this check indicates a conflicting instruction, which would halt processing until the user clarifies the single intended destination for the securities.

Source Account Verification

Verifies that the 'LEGACY TREASURY DIRECT ACCOUNT NUMBER' and 'ACCOUNT NAME' in Section 1 correspond to an existing and valid account in the system. This is a fundamental check to ensure the request originates from a legitimate account holder. If the account number and name do not match a record, the transfer cannot proceed and the form will be rejected.

CUSIP Format Validation

Checks that all entered CUSIP numbers follow the standard 9-character alphanumeric format (e.g., 912795XXX). CUSIPs are unique identifiers for securities, and an incorrect format will prevent the system from identifying the correct asset. An invalid CUSIP will trigger an error, requiring the user to correct the entry before submission.

CUSIP Total Amount Consistency

If the option to 'Transfer my securities totaling $...' is selected, this check ensures the sum of all individual CUSIP 'AMOUNT' fields equals the specified total amount. This validation prevents discrepancies and ensures the user's intent is accurately captured. A mismatch would result in a validation error, forcing the user to reconcile the amounts.

Routing Number Format

Validates that the 'Routing Number' provided in the 'External Transfer' section is a valid 9-digit number. This number is essential for correctly directing the transfer to the proper financial institution via the ABA system. An invalid format will cause the transfer to fail, so the form will not be accepted until a valid 9-digit number is entered.

And 7 more checks
  • Conditional Requirement for External Transfer
  • Taxpayer Identification Number (TIN) Format
  • Dual Signature Requirement Check
  • Signer Information Completeness
  • Certification Section Completeness
  • Prohibited Certifying Officer
  • Certification Date Validity

Let AI fill out your FS Form 5179

No typing. Every field filled in seconds, checked, ready to sign.

7 days free, then $19.99/month · Cancel anytime

How to Fill Out FS Form 5179 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the FS Form 5179.
  2. Use the AI assistant to accurately input your Legacy Treasury Direct account number and name in Section 1.
  3. In Section 2, specify the securities to be transferred by selecting to transfer all securities, or by listing specific CUSIPs and amounts.
  4. Choose your transfer destination in Section 3, providing details for an internal transfer, an online TreasuryDirect account, or an external financial institution.
  5. Carefully review all the information populated by the AI to ensure it matches your account statements and transfer instructions.
  6. Print the completed form. Sign it in the presence of an authorized certifying officer (e.g., at a bank) and have them complete the certification section.
  7. Mail the original, certified form to the Treasury Retail Securities Services address provided in the form's instructions.

Common Mistakes in Completing FS Form 5179

The ones the AI is built to catch.

Using an Unacceptable Certifying Officer
The form explicitly states that certification by a Notary Public is NOT acceptable, yet many people use them out of habit. This error leads to immediate rejection of the form, as the signature certification is invalid. To avoid this, you must visit a bank, credit union, or brokerage firm and have your signature certified by an authorized employee or by using a Medallion stamp, as detailed in the instructions.
Signing the Form Before Meeting the Certifying Officer
The instructions require the form to be signed 'in the presence of a certifying officer.' A common mistake is to sign the form at home before going to the bank. This invalidates the certification because the officer cannot attest to witnessing a signature they did not see, resulting in form rejection and significant delays. Always bring the form unsigned to the financial institution and sign it only when instructed by the certifying officer.
Submitting a Form with Alterations or Corrections
The form header warns, 'This form will not be accepted if it has any alterations or corrections.' People often try to fix small errors with white-out or by crossing out information. On this strict government form, any visible correction will cause it to be rejected, forcing you to start over. If you make a mistake, print a new, clean copy. Since this is a non-fillable PDF, using a tool like Instafill.ai can convert it into a fillable version, allowing you to correct errors on your computer before printing the final, pristine document.
Providing Incomplete External Transfer Instructions
For an external transfer, Section 3 requires highly specific details like the 'Financial Institution Wire Name' in telegraphic abbreviation and 'Special Handling Instructions' including the final brokerage account number. Filers often provide a standard bank name or omit the final account details, leading to failed or delayed transfers. Before filling out this section, you must contact your brokerage or financial institution and request their exact 'book-entry delivery instructions' for Treasury securities.
Mismatching Legacy Treasury Direct Account Information
In Section 1, the Account Name and Number must perfectly match your Legacy Treasury Direct Statement of Account. People may write a nickname, use an abbreviation, or transpose digits in the account number from memory. Any mismatch will prevent the system from identifying the source account, causing the entire transfer request to be rejected. Always refer directly to your most recent statement when filling out this section to ensure complete accuracy.
Forgetting the Second Signature for Joint 'And' Accounts
The signature instructions mandate that if the account is owned by two people joined by 'and' (e.g., 'John Doe and Mary Doe'), both owners must sign the form. It is a frequent oversight for only one owner to complete and sign the form, which is a critical error. A missing required signature results in an automatic rejection of the request, delaying the transfer. Both owners must be present to sign in front of the certifying officer.
Selecting Conflicting or Multiple Transfer Options
The form presents several choices for identifying securities (Section 2) and instructing the transfer (Section 3). A common error is to check multiple boxes that create ambiguity, such as selecting 'Transfer ALL my securities' while also listing specific CUSIPs and amounts. This confusion will cause the processing agent to halt the request. You must carefully choose only one option in each section that precisely reflects your single intention.
Inaccurately Listing CUSIPs or Sub-Account Details
Section 2 requires precise CUSIP numbers, amounts, and sometimes sub-account details for partial transfers. Data entry errors like transposing digits in a CUSIP, listing an incorrect dollar amount, or failing to specify sub-accounts are common and will cause the request to fail. To prevent this, double-check every number against your Statement of Account. AI-powered form-filling tools like Instafill.ai can help prevent these errors by validating data formats and reducing manual entry mistakes.
Attempting to Transfer Securities to a Checking or Savings Account
The instructions for an 'External Transfer' clearly state that securities CANNOT be transferred to a checking or savings account. Filers may mistakenly provide their personal bank account routing number, assuming this is a valid destination. This will cause the transfer to fail, as these types of accounts are not equipped to hold book-entry securities. The transfer must be directed to a designated brokerage or safekeeping account at a financial institution.
Missing the Submission Deadline Before a Key Date
The instructions warn that the form must be received at least ten business days before a security's maturity or interest payment date. People often underestimate mail and internal processing times, submitting the form too close to these deadlines. A late submission can cause the transfer to be delayed until after the key event, which may have unintended financial consequences. Always mail the form well in advance of any critical dates associated with your securities.

Frequently Asked Questions About FS Form 5179

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 9 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your FS Form 5179.
Can I fill other forms too?
This plan is for your FS Form 5179: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out FS Form 5179?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of FS Form 5179, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is FS Form 5179 to fill out?
FS Form 5179 has a Form Complexity Index of 46 out of 100, in the moderate tier: 71 fillable fields across 2 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of FS Form 5179?
This form, the Security Transfer Request, is used to transfer securities out of a Legacy Treasury Direct account to another account, such as another Legacy account, an online TreasuryDirect account, or an external financial institution.
Who needs to fill out this form?
You need to fill out this form if you are the owner of a Legacy Treasury Direct account and wish to move some or all of your securities to a different account.
What information do I need from my Statement of Account to complete this form?
You will need your Legacy Treasury Direct account number, the exact account name, and the CUSIP numbers for the specific securities you intend to transfer, all of which are found on your statement.
How do I choose which transfer option to use in Section 3?
Select the option that matches your destination: use the 'Internal transfer' for another Legacy account, 'Transfer to an established online TreasuryDirect account' for a modern TreasuryDirect account, or 'External Transfer' for a bank or brokerage firm.
What does 'certification of your signature' mean in Section 4?
You must sign the form in the presence of an authorized officer at a financial institution, who will verify your identity and apply an official seal or Medallion stamp. Certification by a notary public is not acceptable.
Where do I send the completed FS Form 5179?
Mail the completed and certified form to Treasury Retail Securities Services, PO Box 9150, Minneapolis, MN 55480-9150. Do not send it to the address listed for comments.
How far in advance should I submit this form?
To ensure timely processing, your form must be received at least ten business days before the security's maturity date or an interest payment date.
What happens if I make a mistake or use correction fluid on the form?
The form will be rejected if it has any alterations or corrections. If you make an error, you must start over with a new, clean form.
What is a CUSIP number and where do I find it?
A CUSIP is a unique 9-character identification number for a security. You can find the CUSIP for your holdings on your Legacy Treasury Direct Statement of Account, listed under the 'Security' heading.
For an external transfer, where do I find the Routing Number and Financial Institution Wire Name?
You must contact the receiving financial institution or brokerage firm directly to obtain their correct book-entry delivery instructions, which include the ABA routing number and wire name.
Can I use an AI tool to help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields from your profile. This can save time and help reduce the chance of errors that would cause the form to be rejected.
How can I use Instafill.ai to complete this form online?
Simply upload the FS Form 5179 PDF to the Instafill.ai platform. The service will make the form interactive, allowing you to easily input your information and auto-fill fields to complete it.
The PDF version of this form I have is not fillable. What can I do?
You can use a service like Instafill.ai, which is designed to convert flat, non-fillable PDFs into interactive, fillable forms that you can complete on your computer before printing for signature.
If there are two owners on the account, do both need to sign?
Yes, if the account registration joins two owners with the word 'and', both individuals must sign the form in the presence of a certifying officer.
Encrypted in transit and at restNever used to train AIDelete your forms any time

Get your FS Form 5179 filled out by AI

$0 today. Cancel before Nov 9 and you pay nothing.

Other forms like this one

federal forms: Form CA-1, Federal Employee's Notice of Traumatic Injury, Form 720, Quarterly Federal Excise Tax Return, Form OF-306, Declaration for Federal Employment, Form 945, Annual Return of Withheld Federal Income Tax, Form 941, Employer’s Quarterly Federal Tax Return, Form 941-X (Rev. April 2023), Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund, Personal Financial Statement (REV 06/2018) – Northwest Federal Credit Union, Income-Driven Repayment (IDR) Plan Request (PAYE, IBR, and ICR) — William D. Ford Federal Direct Loan (Direct Loan) Program and Federal Family Education Loan (FFEL) Programs (OMB No. 1845-0102), Direct Consolidation Loan Request to Add Loans (William D. Ford Federal Direct Loan Program) (OMB No. 1845-0007), Form 941, Employer's QUARTERLY Federal Tax Return (Rev. March 2025), Loan Rehabilitation: Income and Expense Information, William D. Ford Federal Direct Loan (Direct Loan) Program/Federal Family Education Loan (FFEL) Program, 2026–27 FAFSA® Form, Free Application for Federal Student Aid, Form OF-612, Optional Application for Federal Employment, Navy Federal Voluntary Removal of Joint Owner Request, Formato de Inscripción al Registro Federal De Contribuyentes a Través de Oficina Virtual, Free Application for Federal Student Aid (FAFSA), Navy Federal Change of Information/Add Joint Owner (for primary account holders 18 and over), Form 941-X, Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund, Optional Form 306, Declaration for Federal Employment, Form AO 243, Motion to Vacate, Set Aside, or Correct a Sentence

SEC forms: Form 4137, Social Security and Medicare Tax on Unreported Tip Income, Form 8919, Uncollected Social Security and Medicare Tax, Form SS-5-FS, Application for a Social Security Card, Form SSA-4-BK, Application for Social Security Benefits, Form I-485 Supp A, Adjustment of Status Under Section 245(i), Form 104, List of Creditors 20 Largest Unsecured Claims, Form SSA-8000-BK, Application for Supplemental Security Income (SSI), Form SSA-1042S, Social Security Benefit Statement, QBCC Licence Application Form – Mutual Recognition (Application under section 19 of the Mutual Recognition Act 1992 (Cwlth) and section 18 of the Trans-Tasman Mutual Recognition Act 1997 (Cwlth)), QBCC Licence Application Form – Company (Application made under section 33, Queensland Building and Construction Commission Act 1991), ACORD 140 (2014/12), Property Section (Attach to ACORD 125), Form SSA-3369-BK, Work History Report (Social Security Administration), European Public Prosecutor’s Office (EPPO) Application Form, Washington Single-Family Property Term Lease & Security Deposit Receipt (WA Single-Family Lease) | Revised 10/08/2025, Form 8919, Uncollected Social Security and Medicare Tax on Wages, VA Form 21-0781a, Statement in Support of Claim for Service Connection for Post-Traumatic Stress Disorder (PTSD) Secondary to Personal Assault, Louisiana Secretary of State – Notice of Change of Registered Office and/or Change of Registered Agent (Domestic Limited Liability Company) (R.S. 12:1308) (Form SS983, Rev. 01/24), Building Regulation 2021 (Queensland) – Section 143A(3) – Form 18 (Version 6, March 2023), Notice to the owner (where owner is not the client) that a private certifier has been engaged, Form SSA-827 (06-2024), Authorization to Disclose Information to the Social Security Administration (SSA), Intra-Brokerage Securities Transfer

transfer forms: Form REG 227, Application for Replacement or Transfer of Title, City of Harvey Real Estate Transfer Declaration & Application (with Certificate for Exemption), DBPR ABT-6002 – Application for Transfer of Ownership of an Alcoholic Beverage License, DBPR ABT-6002, Division of Alcoholic Beverages and Tobacco Application for Transfer of Ownership of an Alcoholic Beverage License, Request for Transfer of Records (Adelaide Health Care) – AHC-0013-05-PS (Version 2), DBPR Form ABT-6002, Division of Alcoholic Beverages and Tobacco Application for Transfer of Ownership of an Alcoholic Beverage License, Pfändungs- und Überweisungsbeschluss (Garnishment and Transfer Order) – German Civil Enforcement Court Form, Fidelity Funds Account Transfer of Assets Form, Fidelity Stock Plan Services (SPS) Transfer Request Form, How to Transfer Assets from Morgan Stanley to Fidelity Investments (Fidelity Stock Plan Services Guide), Transfer Due to Divorce — IRA/HSA/529, Fidelity Investments Transfer/Rollover/Exchange Form, Fidelity Investments Standing Transfer Instructions Form, Fidelity Investments Transfer/Rollover Form, Group Transfer Form Fidelity Health Savings Account (HSA), Plan–to-Plan Transfer, Plan Exchange, or Service Credit Authorization Form, Beneficiaries — Nonretirement Transfer on Death, Transfer Shares as a Gift — Nonretirement, Form APP13017-29, Transfer Your Account to Schwab, Transfer of Assets Out - Partial Account or Charitable Gift Transfers

Treasury forms: FS Form 5511, TreasuryDirect® Transfer Request

US Treasury forms: FS Form 5511, TreasuryDirect® Transfer Request

savings bond forms: Form 8888, Allocation of Refund (Including Savings Bond Purchases)

transfer request forms: Securities Transfer Request and Notification Form, Request for Transfer of Records (Adelaide Health Care) – AHC-0013-05-PS (Version 2), Fidelity Stock Plan Services (SPS) Transfer Request Form, Rollover/Transfer Request — ABLE Account, 401(k) Program Request for Transfer, Vanguard VRPA Transfer Request Form, Oklahoma Pathfinder 457 Plan Incoming Transfer/Rollover Request Governmental 457(b) Plan, Rollover/Transfer Request — ABLE Account, Transamerica Transfer of Ownership Request Form (OWN-CCC 12/13), 1035 Exchange, Rollover or Transfer Request Form - Transamerica, TIAA Trust, N.A. Private Asset Management, Request for a Direct Transfer From IRA Contracts, Form F10983, Request For A Direct Transfer, Health Savings Account (HSA) Transfer Request, FS Form 5511, TreasuryDirect® Transfer Request, Computershare Alternative Investment Product Transfer Request, J.P. Morgan Securities LLC Account Transfer Request, Form REC-001(R), Request for Transfer or Extension of Time for Retention of Superior Court Records, Notice of Hearing on Request for Transfer or Extension of Time for Retention of Superior Court Records; Court Order; Release and Receipt of Superior Court Records

7 days free, then $19.99/month · Cancel anytime