Ask Terry Questions I Bonds on death of owner

I Bonds on death of owner

By Terry Savage on January 24, 2024 | Chicken Money

Terry, I recently inherited a 10,000 I bond my mom purchased last year. Can you tell me my options once i notify Treasury direct of her passing? How do I notify them? Where would i need to send the Death Certificate?

Terry Says

Here’s a link to the information on how to deal with this through TreasuryDirect:

And a lot will depend on whether you were named as a beneficiary or co-owner on the bond, or whether you are the executor of her estate or successor trustee of her living trust.



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