Comments on: Splitting Savings Bonds after a divorce

by: Tom Adams

Mon, 30 Nov 2009 16:20:10 +0000

Peter - It requires the same paperwork (see above) to remove your ex-wife's name whether you convert the bonds or not.

Tom Adams

by: Peter

Sat, 28 Nov 2009 13:25:03 +0000

I have Series EE bonds with my ex-wife as co-owner. If I convert these at Treasury Direct, can I subsequently remove her name as co-owner? I was awarded these bonds in the divorce decree.

by: Tom Adams

Wed, 30 Sep 2009 14:15:12 +0000

Sarah - the process would be to ask for a list of Savings Bonds using the procedure outlined here, but include a copy of your uncle's death certificate and Social Security Number in your request, along with what you've just explained here.

Tom Adams

by: Sarah

Wed, 30 Sep 2009 01:03:38 +0000

After my uncle divorced his first wife, he had my name listed on his I bonds for POD. He got remarried and he never told us if this was changed and I never asked. He has since died and we are not on good terms with his last wife. Is there a way to find out if those I bonds are still out there with my name as POD?

by: Tom Adams

Mon, 09 Feb 2009 16:32:01 +0000

Bonnie - if only the ex's name is on the bond, the bond legally belongs to her and your husband can't cash the bond or change the registration. Keeping the bond rather than giving it to her is the equivalent of giving the money to the US Treasury rather than giving it to her.

On the other hand, if your husband is named on the bond as the owner or co-owner, the best thing to do is cash this bond and buy a new one with the registration you want now.

Trying to change the name on the bond may require the ex's signature and may create tax complexities. He can avoid all this by just cashing the bond.

Tom Adams

by: Bonnie Morrow

Fri, 06 Feb 2009 20:13:16 +0000

My husband and I got married last Oct. He had been divorced for 8 yrs and didn't change the name on a savings bond and his ex's name is on it; he wants to get hers off and his on. how does he do this?