Comments on: Treasury Direct overview http://www.savings-bond-advisor.com/treasury-direct-overview/ Mon, 15 Mar 2010 04:08:27 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-52375 Mon, 07 Dec 2009 19:17:40 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-52375 Donald - I doubt it, but you could <a href="http://www.savings-bond-advisor.com/ask-tom-a-question/" rel="nofollow">write directly to the Treasury</a> and ask if there are any options for you. Tom Adams Donald - I doubt it, but you could write directly to the Treasury and ask if there are any options for you.

Tom Adams

]]> by: Donald http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-52266 Sun, 06 Dec 2009 06:37:03 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-52266 Tom, I'm a US citizen living in a foreign country. I don't have a valid drivers license or ID card. Is there a way for me to create a Treasury Direct account? Tom,

I'm a US citizen living in a foreign country. I don't have a valid drivers license or ID card. Is there a way for me to create a Treasury Direct account?

]]> by: Tom Adams http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-51101 Thu, 12 Nov 2009 16:05:16 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-51101 Joel - For the bonds that have your mother's name on them, see <a href="http://www.savings-bond-advisor.com/how-to-update-savings-bond-registrations/" rel="nofollow" rel="nofollow">this post</a>. For the bonds that are in your father's name only, see <a href="http://www.savings-bond-advisor.com/changing-the-registration-on-inherited-us-savings-bonds/" rel="nofollow" rel="nofollow">this post</a>. You can change the registration so that you and your mother are co-owners, or you can give ownership <a href="http://www.savings-bond-advisor.com/putting-savings-bonds-into-a-trust/" rel="nofollow" rel="nofollow"> to your mother's trust</a>. Since June of this year, <a href="http://www.savings-bond-advisor.com/treasurydirect-now-allows-entity-registrations/" rel="nofollow" rel="nofollow">Treasury Direct has allowed trust registrations</a>. Tom Adams Joel - For the bonds that have your mother's name on them, see this post.

For the bonds that are in your father's name only, see this post.

You can change the registration so that you and your mother are co-owners, or you can give ownership to your mother's trust.

Since June of this year, Treasury Direct has allowed trust registrations.

Tom Adams

]]> by: joel schacht http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-51100 Thu, 12 Nov 2009 15:49:43 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-51100 My mother, 84, has a mix of 160 EE and HH bonds dating back to 1983. Some of the bonds show my father's name only; he's deceased. Most of the bonds though have both parents' names on them. What's the most efficient way to rename all of the bonds to a) show my mother's name and mine, or b) just show my mother's name or her revocable trust (which I'm a beneficiary of?) Our goal is to remove my father's name, simplify the burden on my mother, and somehow facilitate transfer of the bonds to me upon my mother's demise. Also, have the rules changed so that a revocable trust can be the owner of a TD account? Thank you. My mother, 84, has a mix of 160 EE and HH bonds dating back to 1983. Some of the bonds show my father's name only; he's deceased. Most of the bonds though have both parents' names on them.

What's the most efficient way to rename all of the bonds to a) show my mother's name and mine, or b) just show my mother's name or her revocable trust (which I'm a beneficiary of?) Our goal is to remove my father's name, simplify the burden on my mother, and somehow facilitate transfer of the bonds to me upon my mother's demise. Also, have the rules changed so that a revocable trust can be the owner of a TD account? Thank you.

]]> by: Tom Adams http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-49101 Mon, 05 Oct 2009 15:04:00 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-49101 George - You should be able to cash the bond using <a href="http://www.treasurydirect.gov/forms/sav5336.pdf" rel="nofollow">this form</a>. The instructions are part of the form, including the address where you need to send the form and the bond. Tom Adams George - You should be able to cash the bond using this form. The instructions are part of the form, including the address where you need to send the form and the bond.

Tom Adams

]]> by: George Bell http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-49092 Mon, 05 Oct 2009 12:32:48 +0000 http://www.savings-bond-advisor.com/treasury-direct-overview/#comment-49092 Our son was killed in an accident nearly 2 years ago......and recently we found some old documents of his and found an E savings bond for $25, that his Aunt had given him in 1977....since I was made administer of his estate, can I cash the bond or is it no good? Thanks Our son was killed in an accident nearly 2 years ago……and recently we found some old documents of his and found an E savings bond for $25, that his Aunt had given him in 1977….since I was made administer of his estate, can I cash the bond or is it no good?

Thanks

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