Living Trust registrations in Treasury Direct

Tuesday, February 8th, 2005
Categorized as: Treasury Direct

Can you register TreasuryDirect's electronic Savings Bonds in the name of a living trust as you can with paper Savings Bonds?

Tom's response

Currently TreasuryDirect only supports registrations for individual owners who have social security numbers. Paper Savings Bonds have additional registration options.

Like paper Savings Bonds, TreasuryDirect registrations can be in the name of a sole owner, an owner with a co-owner, or an owner with a beneficiary.

However, many of the additional registration types that are allowed with paper Savings Bonds are envisioned for the future. But this enhancement isn't even on the "coming soon" list yet, so it's still a few years off.

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