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FAQs - Savings Bond Registration |
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This is a series of Frequently Asked Questions about registering savings bonds.
1.1) What is savings bond registration?
1.2) Why do savings bonds have to be registered?
1.3) What does "registration is conclusive of ownership"
mean?
1.4) What information is required to register a savings
bond?
1.5) Why do you need a Social Security Number to register a
savings bond?
1.6) Who can own savings bonds?
1.7) Can a minor own a savings bond?
1.8) What are the rules for registering savings bonds in the
name of someone who isn't capable of managing his or her
own affairs?
2.1) What are the different ways to register savings bonds?
2.2) Are there different rules for registering I Bonds and
Series EE Savings Bonds?
2.3) Is a co-owner or beneficiary required?
2.4) I understand that only two names can appear on a savings
bond. Why?
2.5) Can there be both a co-owner and a beneficiary on the same
savings bond?
2.6) What's the difference between registration and delivery
information on the savings bond order form?
2.7) How do I register a savings bond that's to be delivered
outside the United States?
3.1) How do the different forms of savings bond registration
affect ownership?
3.2) If I'm the sole owner, what happens to my savings bonds
if I die before cashing them? What if there's a co-owner?
What if there's a beneficiary?
3.3) What's the difference between being a co-owner and a
beneficiary?
4.1) How do I register a savings bond that I'm buying as a
gift?
4.2) Can I show on a gift savings bond that it's a gift from
me?
4.3) How can I find out who bought a gift savings bond for my
child or me?
4.4) If a family member or I receive a savings bond as a gift
with the giver's Social Security Number on it, what
should we do?
5.1) How do I register savings bonds to take advantage of the
Education Savings Bond Program?
5.2) Is there another way I can register savings bonds to pay
for my dependent's education?
5.3) Where can I get more information on the Education Savings
Bond Program?
6.1) Can I change the registration of savings bonds after I
buy them? If so, how?
6.2) What do I do if the Social Security Number or the
spelling of the name is incorrect on a savings bond?
6.3) What should I do if my name or address changes to
something other than what's shown on my savings
bonds?
6.4) Can I change the registration on my savings bonds to
leave them to my children or grandchildren? Are there tax
consequences?
6.5) Can I change the registration on my savings bonds to
change their denomination?
6.6) What are the rules for changing the registration of
savings bonds to put them in the name of a personal
trust?
6.7) Do I need the approval of the co-owner or beneficiary to
change the registration on savings bonds?
6.8) How can savings bonds registration be changed after a
divorce?
6.9) Can I change the registration of my savings bonds to give
them to a religious or charitable organization?
6.10) How can changing the registration on my savings bonds
affect my taxes?
7.1) What is fiduciary savings bond registration and what types
are available?
7.2) How can I include savings bonds in a living trust or an
IRA?
7.3) I want to leave my saving bonds to a religious or
charitable organization. How do I register them?
7.4) Can savings bonds be registered in the name of an executor
or administrator?
7.5) Can savings bonds be registered in the name of an
institution, government or other organization?
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