Find the form under the form menu tab on the website. Complete and sign this form to request the direct deposit of series hh or series h bond interest payments or a savings bond redemption payment. How to change a savings bond to a different person finance. Dec 29, 2018 the ee bond is the standard savings bond. Mar 23, 2020 savings bonds have been one of the most popular investments in the united states since 1935. The bank where you cash the bond provides the form. Sign the form in front of the certifying officer, who will then sign and stamp form pd f 4000. Federal register united states savings bonds, series ee. A separate part a must be used for each new form of registration.
Treasury security, or complete a number of updates or changes, you will find the form you need here for savings bonds, treasury bills, treasury notes, treasury bonds, floating rate notes, and tips. For forms concerning administrative wage garnishment, see forms for individuals, forms for employers, or forms for agencies. Fs form 4239, request by owner or person entitled to payment or reissue of united states savings bonds. Return this form and any other required documents return this form and any other required documents to. How to change the beneficiary on a savings bond pocketsense. The form number for individual savings bonds is pd f 4000. The treasury forms are interactive and the required data can be typed in before a form is printed. Some information sites may refer you to federal form 4000, the request to reissue u. Fs form 4000 department of the treasury bureau of the fiscal service 1.
The treasury will reissue the bonds with the new names. The bond must be issued either in your name sole owner or in your and your spouses names coowners. Volume 5, chapter 23, united states savings bonds department of. Most series ee or series i savings bonds are in electronic form and reregistration is done via the treasurydirect website. This used to be the method, but the current procedure for ee bonds is through the treasurydirect website only. How to change a savings bond to a different person finance zacks. If youre moving the bonds to a personal trust, use form pd f 1851. Form pd f 4000 e request to reissue united states savings bonds. See my post changing the registration in treasury direct for more information.
Fincen form 114 report of foreign bank and financial accounts fbar. State and local government series securities slgs, tax and loss bonds. Request to reissue united states savings bonds use to request reissue of paper savings bonds, except for reissue to a personal trust size. Scroll down to form number fs form 4000 and click the pdf link to access the form. According to the treasury department, the forms should be used as followed. Mar 28, 2017 which form you use depends on whether the original owner died, youre moving the savings bond to a personal trust or its simply a new owner. Your form 1099int should show the difference between the amount received and the cost of the bond. The difference between the purchase price and the redemption value is taxable interest income. You should be aware that the making of any false, fictitious, or fraudulent claim or.
You can check the departments online database or fill out a bond recovery form to request a replacement bond or redemption of the old one. Trust transactions united states savings bonds and notes. Savings bond forms can be found under the forms tab. For electronic savings bonds at treasury direct, you can manage the registrations online. This includes the foreign bank account report fbar 114 and several other forms maintained by the financial crimes enforcement network. Complete, sign, print and send your tax documents easily with us legal forms. To change names on savings bonds, and these are likely paper bonds, youll need to go to. Fs publication 0040 department of the treasury bureau of the fiscal service revised april 2020. If a person entitled to paper savings bonds series ee, e, i, hh, or h wants. Use the appropriate link below to download or order forms. Series ee bonds purchased on or after may 1, 2005, earn a fixed rate of interest, so you can easily calculate what your bonds are worth at any given time.
Savings bond forms in microsoft word forms in word. Savings bondsredemption and reissue instructions for surviving. The way to complete the online fs form 1522 on the internet. A separate part a must be used for each new form of. When buying a series i or electronic series ee bond, you pay the face value of the bond. For general crossservicing forms or downloads, consult the list below.
If you would still like it in word, please order here. Don, i have paper series i savings bonds and have been told that i can only cash these savings bonds by mail. United states savings bonds are debt securities issued by the united states department of the treasury to help pay for the u. To order any formor get assistance in filling out this onecall us at 1800440 4000. The reissued bond is in electronic form, in our online system treasurydirect. Then, when the bond matures, you get the bond amount plus the accrued interest. Savings bonds are reissued in electronic form and can be in only one name. How to change ownership of ee savings bonds sapling. Here are the reasons to use form pd 4000 to reissue i bonds. Download or request by mail the treasury form pdf 4000, titled request to reissue united states savings bonds from the treasury direct website. Us savings stamps on february 1, 1935, president franklin d. Fs form 1522 fill out and sign printable pdf template. Savings bond redemptions frequently asked questions.
Treasury security, or complete a number of updates or changes, you will find the form you need here for savings bonds, treasury bills, treasury notes, treasury bonds. Complete the form information on your computer before printing. Instructions for the pdf 4000 form are on pages 5 through 7 of the form. Treasury, whose mission is to maintain a strong economy, foster economic growth, and create job opportunities by promoting the conditions that enable prosperity at home and abroad. Complete the fs form 1048 offsite, pdf claim for lost, stolen, or destroyed united states savings bonds.
Cashing a deceased parents savings bonds thriftyfun. Publication 970 2019, tax benefits for education internal. Publication 17 your federal income tax for individuals. As part of getting the bond reregistered, the beneficiary can add a coowner or a pod beneficiary of his or her own.
You must be at least 24 years old before the bonds issue date. If the old owner died, use form pd f 4000 if the new owner is named on the bond or form pd f 5336 if theres no new owner named. The advanced tools of the editor will lead you through the editable pdf template. Taxes the accrued interest is federal taxdeferred until the bond is redeemed. From the page listing savings bond forms, you can either enter your address to have forms mailed or download a form in pdf format.
When we reissue a series ee or series i savings bond, we no longer provide a paper bond. Which form you use depends on whether the original owner died, youre moving the savings bond to a personal trust or its simply a new owner. On the left, click where it says savings bond forms, then click on reissue forms. Fs form 4239, request by owner or person entitled to payment or reissue of united states savings bonds notes deposited. Pennsylvania 529 investment plan enrollment application. The bank may give you the form immediately or mail it laterpossibly not until after the end of the year in which you cash the bond. In your treasurydirect account, you can purchase and hold treasury bills, notes, bonds, floating rate notes, treasury inflationprotected securities tips, and savings bonds, and its available to you 24 hours a day, 7 days a week. However, the issuance of paper definitive savings bonds will be discontinued as of january 1, 2012. Use this stepbystep guideline to fill out the fs 1522 form swiftly and with ideal precision. How to change a savings bond to a different person.
Treasury provides an easytouse website where you can find instructions and the forms necessary to change the registered name or transfer registration on your savings bonds to other people. Download a blank fillable form pd f 4000 e request to reissue united states savings bonds in pdf format just by clicking the download pdf button. The legal representative of the estate needs to complete a request to reissue united states savings. Department of the treasury to sell a new type of security, called the savings bond, to encourage saving during the great depression. Changing beneficiary on eesavings bonds terry savage. All bonds must be described by serial number, where indicated, on any form. Provides dms with basic information about an agencys debt. Read the special instructions for using fillable forms savings bonds. Pd f 4000 e department of the treasury bureau of the public debt revised february 2008 request to reissue united states savings bonds omb no. Department of the treasury bureau of the fiscal service. When you reissue an ee or i bond, the bond will be replaced with a bond in electronic form, so the recipient must have a treasurydirect account.
Treasury form 1048 must be signed and certified by a bank officer in order for it to be valid. Also, dont use this form to distribute bonds or to make payment to a trust. Box 55378, boston, ma 022055378 for overnight delivery or registered mail, send to. When you reissue an hh bond, the bond will be reissued in paper form. Making any false, fictitious, or fraudulent claim or statement to the united states is a crime and may be prosecuted. Mail the completed and signature certified pdf 4000 form, the savings bonds and any supporting documents to one of the treasury retail securities sites listed on the form.
Request for payment of united states savings and retirement securities where use of. Irs form 941, employers quarterly federal tax return. Fs form 4000 revised february 9 request to reissue united. Ask a question here are the questions asked by community members.
How to change names on united states saving bonds pocketsense. Step 2 complete the pdf version of the form 4000 on your computer. Order for series i us savings bondsapplication for series i bonds that is sent or taken to a bank or federal reserve bank to purchase a savings bond. Interest on savings bonds is exempt from state and local taxes, so if you live in a hightax state, savings bonds are a decent alternative to checking and savings accounts. Savings bonds, as the way to change your beneficiary. Send the completed form to the treasury retail securities site at the federal reserve bank of minneapolis for processing. There are 3 forms that allow you to have an i bond reissued with the beneficiary information changed. To get a new bond showing the beneficiary as the owner, the beneficiary must complete the treasury departments form 4000, request to reissue united states savings bonds.
How beneficiaries can claim payableondeath assets nolo. Savings bonds treasurydirect this form used to be pd f 4000. When you have located the form you can either print and fill the. Use fs form 4000 scroll down to form number fs form 4000 and click the pdf link to access the form. Atlanta 06146 us mail, fedex, ups and other couriers federal reserve bank of atlanta check department peachtree street ne atlanta, ga 303094470. We dont return death certificates or other legal evidence. Our objectives were to 1 identify and assess the effectiveness of states policies and procedures for verifying savings bond holdings and 2 determine the extent of savings bond holdings by. Learn about fixed income alerts get updates on treasury auctions and new issues sent to your wireless device or inbox. Replaced form pd f 5387 with pd f 4000e, request for.
Adobe reader or any alternative for windows or macos are required to access and complete fillable content. Send the completed fs form 4000 along with the bonds and any evidence you have to support your claims to treasury retail securities site, po box 214, minneapolis, mn 554800214. Pd f 1455 e 2019 fill out tax template online us legal forms. Because things have a way of changing, savings bonds offer the owner of the bond the flexibility to be able to change beneficiaries. The treasury department can issue a new bond, redeem the old one with a check, or directly deposit the bond s value in the bank. Steven terner mnuchin was sworn in as the 77th secretary of the treasury on february, 2017.
The savings bonds are nonmarketable treasury securities. Treasury made savings bonds available in electronic bookentry form through the treasurydirect system in 2002, and savings bonds will continue to be available electronically. Read on to see the answers provided by the thriftyfun. You must sign the form and your signature must be certified by a bank dont sign the back of the savings bonds themselves the treasury wont reissue paper bonds to update an address or to change denominations unless a bond is being split between heirs or parties to a divorce. These forms are all located on the bureau of fiscal services website, treasurydirect. This form comes as a colored form with carbons attached and can be ordered free in hard copy from theu. This is a page about cashing a deceased parents savings bonds.
Visit the us savings bonds website, and click enter under the section for individuals. Download the pdf 4000, request to reissue united states savings bonds, form from the treasurydirect. Feb 27, 2020 some information sites may refer you to federal form 4000, the request to reissue u. State and local government series securities slgs, tax and loss bonds, and fha debentures. How to change names on united states saving bonds budgeting. The us department of treasury can help you retrieve savings bonds if they are stolen, lost or damaged. Buy savings bonds us department of the treasury aug 1, 2014. Treasury direct provides a website where you can change or transfer savings bond registration. All bonds must be described by serial number on any form submitted. Whether you need to change an address, beneficiary, or institution associated with your u. Making any false, fictitious, or fraudulent claim or statement to the united states is a crime and. For forms and downloads for all debt collection programs, see debt management services. A person entitled to electronic securities held in treasurydirect must submit fs form 5446. Request to reissue united states savings bonds treasurydirect.
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