Comments on: TreasuryDirect now allows entity registrations

by: Tom Adams

Fri, 16 Apr 2010 17:12:47 +0000

Joan - since the bonds have stopped paying interest you aren't allowed to change the name at all, not to a trust and not to your children. You need to cash the bonds, pay the taxes on the interest you've earned with some of the money, and reinvest the rest with the registration you desire. Any other course of action - particularly continuing to hold bonds that aren't earning any interest - is a financial mistake.

Tom Adams

by: Joan DelliSanti

Fri, 16 Apr 2010 15:31:28 +0000

Tom, my bonds are over 30 years old and I don't know whether to put them into a trust that I set up or just have the names transferred to my children (with me as co owner). Please help. and where do I down load the forms for this? Thanks, Joan

by: Tom Adams

Wed, 19 Aug 2009 15:03:29 +0000

Theresa - If you lost your Savings Stamps there's no way to have them replaced or tracked down. Here's more info on Savings Stamps.

Tom Adams

by: theresa mattison

Tue, 18 Aug 2009 17:12:12 +0000

when i was in grade school i purchased savings stamps now i am a senior and would like to know if there is any way to find out what happened to the stamps and if there is a way to track them down

thanks

by: Tom Adams

Mon, 13 Jul 2009 15:51:13 +0000

Hi Jeff - I confirmed that the paper/electronic limits are separate for entity registrations, as they are for individual registrations, with a Treasury spokesperson.

I don't know if the paper application has been updated, but nothing about the paper application or process has changed, so I doubt it.

Tom Adams

by: Jeff from Great Neck

Sat, 11 Jul 2009 17:17:00 +0000

Tom, I just want to confirm that entities such as an LLC or a Trust may purchase a total of $10,000 in I Bonds - $5000 in paper bonds and $5000 online through Treasury Direct.

Have the paper bond applications been updated to reflect this change?