Ask Terry Questions How do I change the name on a SeriesE savings bond

How do I change the name on a SeriesE savings bond

By Terry Savage on December 24, 2019 | Chicken Money

How do I change the name on an E-Series savings bond that I found

Terry Says

You “found” a savings bond? Changing the name depends on exactly where you found it! If someone died, you need the death certificate and the authorization by either the probate court (in case of a will) or a sworn statement and applicable papers if the estate was part of a Revocable Living Trust. Either way you must prove that it is now your property. And then, there could be tax implications — either for the estate, or for the recipient.
To learn everything about Savings bonds go to TreasuryDirect.gov. This link will take you directly to the appropriate page there.

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