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Death of a savings bond owner. Electronic savings bonds. If the person who died has an online TreasuryDirect account, contact us. We will put a hold on the account and tell you what to do. Paper savings bonds. This page tells you what to do with paper savings bonds after the owner dies.
- Inheriting as a co-owner or beneficiary
Therefore, as the survivor (co-owner or beneficiary named on...
- Inheriting as a co-owner or beneficiary
Therefore, as the survivor (co-owner or beneficiary named on the bond of someone who died), if you want an EE or I bond to now be registered in your name alone, you must have a TreasuryDirect account.
The owner of the reissued EE or I bond must have an account in our online program, TreasuryDirect. We reissue EE and I savings bonds only in the name of the owner. Later, the owner may add a secondary owner or beneficiary. Reissuing a bond doesn’t change the issue date of the bond.
Death certificates must be certified or sworn to by the state or local registrar, with a legible seal or stamp, as a true and correct copy taken from the official records. For Series EE, Series HH, or Series I bonds, proof of death of a beneficiary is not necessary.
To redeem those bonds, you will have to redeem them through a probate process since your name was not on them and the owner passed away. This may not be so bad because many states have a small estate process which is like a quick probate process.
If the EE bonds are worth more than $100,000 on the day the last owner died, you must open an estate to redeem them. You can open a small estate if the bonds are the only assets. To redeem paper bonds, all the beneficiaries must sign Form PD F 1455 after you complete it.
27 lip 2017 · If both owners have passed away, ownership passes to the estate of the co-owner who lived the longest. If you have come across some EE bonds in your parents' effects, and you are the heir, you can apply to have the bonds transferred to your name. Fill out the appropriate form for the Treasury Department.
