User Guide Sections 231 Through 240
User Guide 231
Page Title: ManageDirect® > Multiple Internal Transfer Confirmation
What you can do on this page:
This page displays updates to the transfer instructions, as well as security details. An e-mail is sent to the recipient announcing that you've transferred securities to the recipient's account. You should print this page for your records.
HELPFUL HINT
You will be given a confirmation number for each transfer. The first character will be "T" for Security Transfer. Each confirmation number will be sequentially designated and never repeated for each account number. Increments build from letters AAAA to numbers 9999 for each confirmation number.
User Guide 232
Page Title: ManageDirect® > Multiple External Transfer Request
What you can do on this page:
If you selected more than one Treasury marketable security for external transfer, this page displays details of those securities. If you select multiple securities to transfer in one transaction, the full amount of those securities must be transferred to a single bank or broker. To transfer securities, you must enter the routing number of the receiving financial institution or broker, the name, and special handling instructions.
HELPFUL HINT
We recommend you contact the receiving financial institution for special handling instructions. If your instructions are invalid, the transfer of the security will be rejected.
Primary Actions
- Click "Submit" to go to ManageDirect > Multiple External Transfer Review .
- Click "Cancel" to return to your previous page.
Other TreasuryDirect pages linked or related to this page:
- ManageDirect > Multiple External Transfer Review
- ManageDirect > Transfer Type
- ManageDirect > Transfer
- ManageDirect > Transfer of Marketables > Summary
- ManageDirect > Transfer with Rights
- ManageDirect > Transact Rights for Marketables > Detail
- Current Holdings for Marketables > Detail
- Learn more about Transfers
- Learn more about Tax Reporting
User Guide 233
Page Title: ManageDirect® > Multiple External Transfer Review
What you can do on this page:
This page lists the details of selected Treasury marketable securities and your transfer instructions. If you would like to make changes to the instructions, you can use the "Edit" feature. Clicking "Submit" completes the transfer to the bank or broker.
By clicking "Submit" you agree to the following certification statement:
- I authorize the Treasury Department to remove these securities from my control within the TreasuryDirect system and transfer them to the financial institution or brokerage firm that is designated above.
- I understand that this transfer transaction will be processed in accordance with the provisions cited in 31 CFR Parts 356, 357, and 363, and that I agree to abide by these provisions.
- I further understand that this transaction may be rejected or its processing delayed if I provided incorrect information and/or submitted the transaction immediately prior to a Closed Book Period.
- I certify that I have the authority to request this transaction.
Primary Actions
- Click "Submit" to proceed to ManageDirect > Multiple External Transfer Confirmation .
- Click "Edit" to go to ManageDirect > Multiple External Transfer Request .
Other TreasuryDirect pages linked or related to this page:
- ManageDirect > Multiple External Transfer Confirmation
- ManageDirect > Multiple External Transfer Request
- ManageDirect > Transfer Type
- ManageDirect > Transfer
- ManageDirect > Transfer of Marketables > Summary
- ManageDirect > Transfer with Rights
- ManageDirect > Transact Rights for Marketables > Detail
- Current Holdings for Marketables > Detail
- Learn more about Transfers
- Learn more about Tax Reporting
- ManageDirect
- ManageDirect > Multiple External Transfer Review
- ManageDirect > Multiple External Transfer Request
- Manage Direct > Transfer Type
- ManageDirect > Transfer
- ManageDirect > Transfer of Marketables > Summary
- ManageDirect > Transfer with Rights
- ManageDirect > Transact Rights for Marketables > Detail
- Current Holdings for Marketables > Detail
- History > Security History
- Learn more about Transfers
- Learn more about Tax Reporting
- Click "Submit" to go to ManageDirect > Transfer Type.
- Click "Cancel" to go to ManageDirect > Transfer.
User Guide 234
Page Title: ManageDirect® > Multiple External Transfer Confirmation
What you can do on this page:
This page displays updates to the transfer instructions, as well as security details. You should print this page for your records.
HELPFUL HINT
You will be given a confirmation number for each transfer. The first character will be "K" for External Security Transfer. Each confirmation number will be sequentially designated and never repeated for each account number. Increments build from letters AAAA to numbers 9999 for each confirmation number.
Other TreasuryDirect pages linked or related to this page:
User Guide 235
Page Title: ManageDirect® > Transfer of Marketables > Summary
What you can do on this page:
After you select a security type, this page lists all Treasury marketable securities currently eligible for transfer. You may select one or up to 50 securities to transfer at one time. If you select multiple securities to transfer in one transaction, the full amount of those securities must be transferred to a single recipient. If you request the transfer of a single security, you may choose to transfer either part or all of the security.