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Customer Guides & Forms

New Accounts: Preparing to Invest

Legal authority, either from a statute or a treaty, is required for federal agencies to participate in the Federal Investments Program by investing in Government Account Series (GAS) securities.

To Set Up Treasury Account Symbols

Federal agencies with new investment authority should immediately contact their Office of Management and Budget (OMB) budget representative to get approval.

Next, contact the Bureau of the Fiscal Service’s (Fiscal Service) Budget Reporting Branch ( and Federal Investments and Borrowings Branch ( to provide:

  • Documented OMB approval of the account(s)
  • Statutory investment authority
  • Department and Agency/Bureau
  • Type of fund
  • Proposed account title
  • Investment Account Subclasses: (88), (98), (75), and (76) or .2, depending on fund type

More information:

FedInvest User Credentialing Requirements

Security Changes for System Users

FedInvest Access Forms

Instructions for the FedInvest Access Request Form
FedInvest Access Request Form *

Instructions - Case Management System Access Request Form
Case Management System Access Request Form *
Case Management System Access Administrator Form *

* Right click on this link to download and save the file. Then, access the file directly from your computer.

Investment/Redemption Request Form

Investment/Redemption Request