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  • Fs Form 4000

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199A, and, if TIN is changing, complete W-9) Entitled person Entitled person through estate or trust Name a new owner A&C B&C Legal representative of an estate The estate A&C B&C (For Series HH, new owner must complete W-9 and give direct-deposit information on FS Form 5396 or SF 1199A) Current legal representative. Send certified copy of letters of appointment and death certificate(s) for decedent(s) named in the registration of the bond(s). (For Series HH, legal representative must gi.

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To do this, you must register ownership of the securities in "beneficiary" form. You simply register ownership in your name, followed by the words "payable on death to" and the name of your beneficiary. The beneficiary must be a person, not an organization.

You can cash someone else's bonds if that person authorizes you with a power issued by an attorney; note that you can whether cash one bond or various.

The POD beneficiary of a savings bond automatically becomes the bond's sole owner when the original bond owner dies. The beneficiary can do any of the following: ... Redeem the bond by taking it to a bank or other financial institution that pays savings bonds (the beneficiary will need personal identification).

Allow the representative to compare your signature with the name on the front of the bond. Write your Social Security number by your signature if isn't on the front of the bond. If your current address isn't on the front of the bond, write it on the back of the bond near your signature.

How do I cash my EE and E bonds? Log in to TreasuryDirect and follow the directions there. The cash amount can be credited to your checking or savings account within two business days of the redemption date. You can cash paper EE and E bonds at most local financial institutions.

The U.S. Treasury Department gives you a guarantee that your EE bonds will reach maturity in 20 years. However, some reach maturity sooner depending on their built-in interest rate. Before you move to cash in your bonds, check the issue date. You can't cash them in within one year of issue.

Transferring Securities. Are EE and I Bonds transferable? Yes. The owner can transfer EE and I Bonds to another person with a TreasuryDirect account; however, you must wait five business days after the purchase date to transfer the bonds.

To change names on Savings bonds, and these are likely paper bonds, you'll need to go to www.TreasuryDirect.gov and download (under forms), the request to reissue bonds with a new name.

To transfer paper bonds, fill out form PD F 4000, take it to a bank official to be certified, and mail it with the bonds. Some bonds held online in a Treasury Direct account may be transferred directly within Treasury Direct, but your godchild will need an account to receive the transfer.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232