Comments on: Changing the beneficiary on a Savings Bond http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/ Tue, 16 Mar 2010 13:12:36 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47332 Mon, 07 Sep 2009 19:52:29 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47332 Mary Lou - There's more information, including a link to the form you need, in my post on <a href="http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/" rel="nofollow">adding a beneficiary to a Savings Bond registration</a>. Tom Adams Mary Lou - There's more information, including a link to the form you need, in my post on adding a beneficiary to a Savings Bond registration.

Tom Adams

]]> by: mary Lou Mire http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47267 Sun, 06 Sep 2009 20:49:57 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47267 how to remove a pod from ee bonds? how to remove a pod from ee bonds?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47053 Thu, 03 Sep 2009 15:41:42 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47053 Margie - That's correct; the maximum number of names on a Savings Bond is two, so it's not possible to register the bonds the way your mother wants to. Tom Adams Margie - That's correct; the maximum number of names on a Savings Bond is two, so it's not possible to register the bonds the way your mother wants to.

Tom Adams

]]> by: Margie Ryan http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47002 Wed, 02 Sep 2009 17:33:22 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-47002 My mother has several Series EE and Series I bonds. She has designated each bond with one of three children as POD. Now she would like to change the POD to be all three children on all the bonds but from reading the material it appears that there can be only one person named per bond as a POD? My mother has several Series EE and Series I bonds. She has designated each bond with one of three children as POD. Now she would like to change the POD to be all three children on all the bonds but from reading the material it appears that there can be only one person named per bond as a POD?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-45621 Mon, 03 Aug 2009 15:21:31 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-45621 Marie James - from above: <blockquote> You can change the beneficiary on a Savings Bond without tax implications. On older Series E and H bonds you need permission of the current beneficary, but on EE, HH, and I bonds that's not required. There's more information, including a link to the form you need, in my post on <a href="http://www.savings-bond-advisor.com/adding-a-co-owner-or-beneficary-to-a-savings-bond-registration/" rel="nofollow" rel="nofollow">adding a beneficiary to a Savings Bond registration</a>. </blockquote> Tom Adams Marie James - from above:

You can change the beneficiary on a Savings Bond without tax implications. On older Series E and H bonds you need permission of the current beneficary, but on EE, HH, and I bonds that's not required.

There's more information, including a link to the form you need, in my post on adding a beneficiary to a Savings Bond registration.

Tom Adams

]]> by: Marie James http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-45553 Fri, 31 Jul 2009 21:40:49 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-on-a-savings-bond/#comment-45553 My husband was beneficiary of my EE bonds. He passed away June 2008. How do I change the beneficiary to my sons names? My husband was beneficiary of my EE bonds. He passed away June 2008. How do I change the beneficiary to my sons names?

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