Comments on: Adding a co-owner or beneficary to a Savings Bond registration http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/ Wed, 20 Aug 2008 11:41:29 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-23241 Mon, 07 Jul 2008 14:57:48 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-23241 Cathy - any bank has the <i>authority</i> to certify your signature, but, as a practical matter, some banks require that you have an account with them. Tom Adams Cathy - any bank has the authority to certify your signature, but, as a practical matter, some banks require that you have an account with them.

Tom Adams

]]> by: Cathy Chiasson http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-23165 Sat, 05 Jul 2008 21:46:15 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-23165 I have downloaded the form to reissue my parents bonds after my mom's death. It seems the certifying officer must be a bank rather than a notary. My question is will any bank do this? Thanks. I have downloaded the form to reissue my parents bonds after my mom's death. It seems the certifying officer must be a bank rather than a notary. My question is will any bank do this?
Thanks.

]]> by: Tom Adams http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-18600 Mon, 07 Apr 2008 13:34:59 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-18600 Hi Rodney - Assuming we're talking about paper rather than electronic bonds, just fill out <a href="http://www.treasurydirect.gov/forms/sav4000.pdf" rel="nofollow">Public Debt Form 4000</a> as described above. Tom Adams Hi Rodney - Assuming we're talking about paper rather than electronic bonds, just fill out Public Debt Form 4000 as described above.

Tom Adams

]]> by: Rodney Butler http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-18563 Sun, 06 Apr 2008 03:31:10 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-18563 What do I need to do to change the beneficiaries of my EE and I bonds? What do I need to do to change the beneficiaries of my EE and I bonds?

]]> by: Arthur Epstein http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-15859 Sun, 03 Feb 2008 00:05:04 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-15859 NOV.6th answer to question you used old Gift Tax amount of over $10,000 which shoud be over $12,000 per year. NOV.6th answer to question you used old Gift Tax
amount of over $10,000 which shoud be over $12,000 per year.

]]> by: Tom Adams http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-14099 Wed, 28 Nov 2007 16:15:08 +0000 http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/#comment-14099 Hi John - you aren't required to remove the name of a beneficiary who has died. Legally, the bonds are now sole-owner bonds and you're the owner. If you die, they will go into your estate with the rest of your assets and be distributed according to your will. Tom Adams Hi John - you aren't required to remove the name of a beneficiary who has died.

Legally, the bonds are now sole-owner bonds and you're the owner. If you die, they will go into your estate with the rest of your assets and be distributed according to your will.

Tom Adams

]]>