Direct Treasury Account Set up/Ucc trust account set up

DWQA Questions › Direct Treasury Account Set up/Ucc trust account set up

Would someone kindly please tell me the appropriate steps on "how to set up your ucc account" and "How to set up your treasury direct account"? Thanks

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SFS Staff answered 11 years ago

That process is accomplished in the updated SPC process. It is done using "Treasury Direct Account Authorization" under OMB # 1535-0138 and "Durable Power of Attorney for Securities and Savings Bonds Transaction" under OMB # 1535-0069. The "UCC Account" is a reference to the creation in the process as a whole and is a topical term not the account itself...