Comments on: Changing a living co-owner (or owner) http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/ Fri, 29 Aug 2008 20:32:10 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-22469 Tue, 24 Jun 2008 23:15:51 +0000 http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-22469 Carlene - the information you're looking for is <a href="http://www.savings-bond-advisor.com/updating-a-savings-bond-registration-when-there-is-a-living-co-owner-or-beneficiary/" rel="nofollow">here</a>. Tom Adams Carlene - the information you're looking for is here.

Tom Adams

]]> by: Carlene Null http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-22450 Tue, 24 Jun 2008 17:22:58 +0000 http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-22450 I am the beneficiary and/or co-owner on E and EE bonds where my mother was primary owner. She passed away in 1991. They have not reached final maturity. I would like to change myself as primary owner and add a beneficiary and/or co-owner. I am the beneficiary and/or co-owner on E and EE bonds where my mother was primary owner. She passed away in 1991. They have not reached final maturity. I would like to change myself as primary owner and add a beneficiary and/or co-owner.

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-236 Wed, 22 Mar 2006 19:03:21 +0000 http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-236 Mario - Right you are! Paper and electronic Savings Bonds have an important difference when it comes to co-owner registrations. I've updated the post to incorporate your improvements. As for the security concern you mention, I agree that someone who did this would certainly be caught, yet at the same time the account owner would be out the money. It's yet another reason to be very careful with your TreasuryDirect password. Mario - Right you are! Paper and electronic Savings Bonds have an important difference when it comes to co-owner registrations. I've updated the post to incorporate your improvements.

As for the security concern you mention, I agree that someone who did this would certainly be caught, yet at the same time the account owner would be out the money. It's yet another reason to be very careful with your TreasuryDirect password.

]]> by: Mario http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-232 Wed, 22 Mar 2006 04:32:27 +0000 http://www.savings-bond-advisor.com/changing-a-living-co-owner-or-owner/#comment-232 I think it's also important to note that electronic savings bonds have different ownership form (primary ownership, connection word "WITH" as opposed to co-ownership in paper bonds, connection word "OR"). The registration for these can be changed in TreasuryDirect. Tom, do you think there is a potential security concern when someone compromises your TreasuryDirect account, that they can change your registrations to make themselves the second-named registrant and then transfer the security into their own account? Granted, they would leave a trail, so would be very bold/stupid to do this. I think it's also important to note that electronic savings bonds have different ownership form (primary ownership, connection word "WITH" as opposed to co-ownership in paper bonds, connection word "OR"). The registration for these can be changed in TreasuryDirect.

Tom, do you think there is a potential security concern when someone compromises your TreasuryDirect account, that they can change your registrations to make themselves the second-named registrant and then transfer the security into their own account? Granted, they would leave a trail, so would be very bold/stupid to do this.

]]>