Ask Terry Questions Retitling paper I-Bonds to my living trust and putting them on Treasury Direct

Retitling paper I-Bonds to my living trust and putting them on Treasury Direct

By Terry Savage on October 22, 2023 | Chicken Money

1. How do you re-title paper I-Bonds to Treasury Direct and at the same time change title from individual name to the name of my living trust? Where and how do I send the paper I-Bonds. And is this safe to do in the mail?
2. How do you re-title I-Bonds already on Treasury Direct from individual name to the name of my living trust?
Thanks so much!

Terry Says

The first step is to open a new account in the name of your revocable living trust. The SS number inthe trust account should be YOUR SS number.

Then follow these instructions. The new bonds in the name of the trust will be issued electronically, not in paper form. Be sure to send the paper bonds by certified mail w signature requested, and UNSIGNED!

https://www.treasurydirect.gov/savings-bonds/cashing-a-bond/trusts/#:~:text=Move%20savings%20bonds%20into%20a%20trust,-When%20you%20move&text=in%20paper%20form.-,EE%20and%20I%20bonds%3A%20We%20reissue%20EE%20and%20I%20bonds,on%20behalf%20of%20the%20trust.

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