Each form comes with its own instructions. Some banks may be willing to help you in completing the form. Or you can hire an attorney or accountant or financial planner to assist you for a fee. If you don't mind reading all the fine print, you may be able to do it yourself. Obtaining the necessary form.
Some forms are available online or from commercial banks.
Others must be requested directly from one of the five regional Federal Reserve Banks or from the Bureau of Public Debt. You may also request a form from the Federal Reserve Bank in whose region you reside. Ask your local bank for the name and address. You also will need that address when you submit your completed form, if the bank is unwilling to do it for you. Its best to send the form certified mail and get a return receipt to track your paperwork.