Page Title: ManageDirect® > Transfer Review
What you can do on this page:
This page lists the details of a selected security and your transfer instructions. If you would like to make changes to the instructions, you can use the "Edit" feature. Clicking "Submit" completes a full or partial transfer to the recipient's account.
By clicking "Submit" you agree to the following:
- I understand these securities will be removed from my account and transferred to the recipient's TreasuryDirect account.
- I further understand that this transaction may result in a tax liability.
- I also certify that this transfer is for the purpose of making a gift (or in response to a final judgment, court order, divorce decree, or property settlement agreement).
The recipient of the transferred securities will receive an e-mail confirming the transfer.
Primary Actions
- Click "Submit" to proceed to ManageDirect > Transfer Confirmation.
- Click "Edit" to go to ManageDirect > Transfer Request.
- Click "Cancel" to return to your previous page.