Those parents and grandparents can also transfer their own series EE savings bonds to their desired recipients--by using a Treasury Direct account.
4 Steps To Transfer Series Ee Savings Bonds
1. Check With The Recipient Of The Series Ee Savings Bond To Make Sure They Have A Treasury Direct Account Established
If they do not, they can easily open one at the Treasury Direct website.
2. Log On To Your Own Treasury Direct Account And Go To The "manage Direct" Page
Click on the "Internal Transfer Request" link.
3. Enter The Requested İnformation For The Recipient Of The Series Ee Bond
You will need to provide a Social Security number so that their Treasury Direct account can be properly credited.
4. Print And Mail Any Paper Forms That May Be Needed To Complete The Transfer
If any are needed, a page will pop up to notify you what is required.
RELATED :: How to Calculate the Bond Equivalent Yield
Save for later
Found this helpful?
Pin this article to your Pinterest board and come back to it whenever you need a reminder.
Save to Pinterest
