How to Transfer Savings Bonds to a Living Trust
- 1). Prepare an amended "trust schedule" that includes the savings bonds as one of the pieces of property held in the trust. You should specifically identify the savings bonds by registration number.
- 2). Prepare Public Debt Form 4000 and either name the living trust as the new registered owner, or add the living trust as a co-owner or beneficiary. Note that this step is required only if you own paper savings bonds.
- 3). Sign in to your Treasure Direct account. This step is for electronic savings bonds only, and if you don't already have an account, you can create one using the link in Resources.
- 4). Click on the "Update my Registration List" link in your account menu.
- 5). Add your living trust as either a co-owner or a beneficiary depending on what works best in your particular situation.
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