Comments on: Changing a co-owner or beneficary who has died http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/ Mon, 15 Mar 2010 20:59:23 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-57237 Fri, 05 Feb 2010 13:28:10 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-57237 Anna - Was your father's estate handled by a probate court? These bonds are part of his estate and have to be distributed as the probate court determined. If there was no probate court involvement, you can use <a href="http://www.treasurydirect.gov/forms/sav5336.pdf" rel="nofollow">this form</a>. Tom Adams Anna - Was your father's estate handled by a probate court? These bonds are part of his estate and have to be distributed as the probate court determined. If there was no probate court involvement, you can use this form.

Tom Adams

]]> by: anna stoppenbach http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-57221 Thu, 04 Feb 2010 20:19:18 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-57221 Hi, I have 4 EE bonds in my father's name. He has been deceased for 11 years. There are no beneficaries listed on them. How do I cash these in. Hi, I have 4 EE bonds in my father's name. He has been deceased for 11 years. There are no beneficaries listed on them. How do I cash these in.

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-50628 Wed, 04 Nov 2009 16:25:02 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-50628 Mike - Typically the transfer is directly to the heirs, not to the estate first and then to the heirs. There's more info <a href="http://www.savings-bond-advisor.com/inheriting-us-savings-bonds/" rel="nofollow">here</a>. Tom Adams Mike - Typically the transfer is directly to the heirs, not to the estate first and then to the heirs. There's more info here.

Tom Adams

]]> by: Mike M http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-50564 Tue, 03 Nov 2009 21:10:32 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-50564 Hi, not sure if this Q&A is still active. I have several bonds in my mother's name. She recently died and I am the executor of the estate, which is still open. I and 2 of my siblings would like to inherit the bonds without selling them. What would I do - transfer them to "The Estate of" now and again to the individuals inheriting them at the time of distribution? Thanks! Hi, not sure if this Q&A is still active. I have several bonds in my mother's name. She recently died and I am the executor of the estate, which is still open. I and 2 of my siblings would like to inherit the bonds without selling them. What would I do - transfer them to "The Estate of" now and again to the individuals inheriting them at the time of distribution? Thanks!

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-45837 Mon, 10 Aug 2009 15:42:34 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-45837 Ellen - the information you're looking for is <a href="http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/" rel="nofollow">here</a>. Tom Adams Ellen - the information you're looking for is here.

Tom Adams

]]> by: ellen smith http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-45789 Sun, 09 Aug 2009 00:06:46 +0000 http://www.savings-bond-advisor.com/changing-a-beneficiary-who-has-died/#comment-45789 I have an ederly friend that has asked me to figure out how to change the beneficary on her bonds. Are there specific forms that we can get to do this? thanks, ellen I have an ederly friend that has asked me to figure out how to change the beneficary on her bonds. Are there specific forms that we can get to do this?
thanks,
ellen

]]>