How to update Savings Bond registrations when a co-owner dies
Friday, October 8th, 2004
Categorized as: Savings Bond registration changes • Inheriting and bequeathing US Savings Bonds
My husband was co-owner on my Savings Bonds. He has passed away. How do I get the beneficiary changed?
Tom's response
When a registrant listed on a Savings Bond dies, the surviving registrant can have the registration updated by submitting Public Debt Form 4000 and a copy of the decedent's death certificate. The form includes complete instructions.
In this situation updating the registration never creates a taxable event.
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