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How to Automate FS Form 5444 with Playwright

Automate TreasuryDirect account authorization workflows with Playwright when APIs aren’t available or sufficient. You’ll eliminate manual authorization processing and reduce account access delays by automating repetitive TreasuryDirect delegation processes. Use Playwright to interact with TreasuryDirect systems programmatically. View TreasuryDirect developer resources for available APIs when applicable.

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Setup

Install Playwright and configure authentication: 
npm install playwright

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Automate Workflows

Create scripts for common FS Form 5444 tasks: 
import { chromium } from 'playwright';

const browser = await chromium.launch();
const page = await browser.newPage();

// Navigate to TreasuryDirect system
await page.goto('https://treasurydirect.gov/forms/');

// Start new account authorization form
await page.click('[data-testid="manage-account"]');
await page.click('[data-testid="account-authorization"]');
await page.selectOption('[name="form_type"]', 'fs_5444');

// Account holder information
await page.fill('[name="account_holder_name"]', 'Margaret Elizabeth Wilson');
await page.fill('[name="ssn"]', '123-45-6789');
await page.fill('[name="account_number"]', 'TD-987654321');
await page.fill('[name="date_of_birth"]', '06/12/1968');

// Contact information
await page.fill('[name="address"]', '456 Financial Plaza, Suite 200');
await page.fill('[name="city"]', 'Charlotte');
await page.selectOption('[name="state"]', 'NC');
await page.fill('[name="zip"]', '28202');
await page.fill('[name="phone"]', '704-555-0156');
await page.fill('[name="email"]', 'mwilson@email.com');

// Type of authorization
await page.selectOption('[name="authorization_type"]', 'account_manager');
await page.check('[name="full_transaction_authority"]');

// Authorized individual information
await page.fill('[name="authorized_name"]', 'Robert James Wilson');
await page.fill('[name="authorized_ssn"]', '987-65-4321');
await page.fill('[name="authorized_relationship"]', 'Spouse');
await page.fill('[name="authorized_date_of_birth"]', '03/18/1965');

// Authorized person contact information
await page.fill('[name="authorized_address"]', '456 Financial Plaza, Suite 200');
await page.fill('[name="authorized_city"]', 'Charlotte');
await page.selectOption('[name="authorized_state"]', 'NC');
await page.fill('[name="authorized_zip"]', '28202');
await page.fill('[name="authorized_phone"]', '704-555-0157');
await page.fill('[name="authorized_email"]', 'rwilson@email.com');

// Authorization scope
await page.check('[name="purchase_securities"]');
await page.check('[name="redeem_securities"]');
await page.check('[name="reinvest_securities"]');
await page.check('[name="change_registration"]');
await page.check('[name="view_account_information"]');
await page.check('[name="update_banking_information"]');

// Securities types covered
await page.check('[name="savings_bonds"]');
await page.check('[name="treasury_bills"]');
await page.check('[name="treasury_notes"]');
await page.check('[name="treasury_bonds"]');
await page.check('[name="tips"]');

// Transaction limits (if applicable)
await page.check('[name="set_transaction_limits"]');
await page.fill('[name="single_transaction_limit"]', '50000');
await page.fill('[name="monthly_limit"]', '200000');
await page.fill('[name="annual_limit"]', '1000000');

// Effective dates
await page.fill('[name="authorization_start_date"]', '03/01/2025');
await page.selectOption('[name="authorization_duration"]', 'indefinite');

// Special conditions or restrictions
await page.fill('[name="special_instructions"]', 'Authorization valid for all routine transactions. Redemptions over $100,000 require phone confirmation with primary account holder.');

// Secondary authorized person (if applicable)
await page.check('[name="add_secondary_authorized"]');
await page.fill('[name="secondary_name"]', 'Jennifer Marie Wilson');
await page.fill('[name="secondary_ssn"]', '234-56-7890');
await page.fill('[name="secondary_relationship"]', 'Daughter');
await page.selectOption('[name="secondary_authority_level"]', 'view_only');

// Notification preferences
await page.check('[name="notify_primary_on_transactions"]');
await page.check('[name="email_confirmations"]');
await page.check('[name="monthly_statements"]');

// Banking information for authorized transactions
await page.fill('[name="linked_bank_name"]', 'Bank of America');
await page.fill('[name="routing_number"]', '053000196');
await page.fill('[name="account_number"]', '123456789012');
await page.selectOption('[name="account_type"]', 'checking');

// Security questions for authorized person
await page.fill('[name="security_question_1"]', 'What is your mother\'s maiden name?');
await page.fill('[name="security_answer_1"]', process.env.SECURITY_ANSWER_1);
await page.fill('[name="security_question_2"]', 'What city were you born in?');
await page.fill('[name="security_answer_2"]', process.env.SECURITY_ANSWER_2);

// Identity verification documents
await page.click('[data-testid="upload-id-primary"]');
await page.setInputFiles('[name="primary_identification"]', './documents/primary_drivers_license.pdf');
await page.click('[data-testid="upload-id-authorized"]');
await page.setInputFiles('[name="authorized_identification"]', './documents/authorized_drivers_license.pdf');
await page.click('[data-testid="upload-proof-relationship"]');
await page.setInputFiles('[name="relationship_proof"]', './documents/marriage_certificate.pdf');

// Medallion signature guarantee (if required)
await page.check('[name="medallion_guarantee_required"]');
await page.fill('[name="medallion_institution"]', 'Wells Fargo Bank');
await page.fill('[name="medallion_stamp_number"]', 'MSG-2025-456789');
await page.fill('[name="medallion_date"]', '02/20/2025');

// Account holder certification
await page.check('[name="certify_accuracy"]');
await page.check('[name="certify_authority"]');
await page.check('[name="authorize_treasury_verification"]');
await page.check('[name="acknowledge_liability"]');
await page.check('[name="understand_revocation_rights"]');

// Account holder signature
await page.fill('[name="account_holder_signature"]', 'Margaret Elizabeth Wilson');
await page.fill('[name="signature_date"]', '02/20/2025');

// Authorized person acceptance
await page.check('[name="authorized_accepts_responsibility"]');
await page.check('[name="authorized_agrees_to_terms"]');
await page.fill('[name="authorized_signature"]', 'Robert James Wilson');
await page.fill('[name="authorized_signature_date"]', '02/20/2025');

// Witness information (if required)
await page.fill('[name="witness_name"]', 'Sarah Financial Advisor');
await page.fill('[name="witness_title"]', 'Certified Financial Planner');
await page.fill('[name="witness_signature"]', 'Sarah Financial Advisor');
await page.fill('[name="witness_date"]', '02/20/2025');

await page.click('[data-testid="submit-authorization"]');

// Download confirmation
await page.click('[data-testid="download-confirmation"]');

await browser.close();
Playwright handles identity verification, authorization scope validation, and TreasuryDirect submission processes automatically. You can automate account delegation, authority modifications, and revocation workflows.

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Scale your FS Form 5444 automation with Anchor Browser

Run your Playwright TreasuryDirect automations on cloud browsers with enterprise-grade reliability and persistent securities account sessions. Learn more and get started for free: https://anchorbrowser.io
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