Treasury bonds
How do I find out my treasury bond balance? And can I get a contact way to add my treasury bills to my revocable trust?
Terry Says
Go to TreasuryDirect.gov and sign in to your account.
Then click on “holdings” and you’ll see the value of all your Treasury bills and bonds and savings bonds.
But if you want to have an account titled in the name of your Revocable Living trust, you’ll have to open a new TD account, in the name of the trust. Then when the current holdings mature, the money will go back into your designated checking account.
Open a bank account in the name of your RLT and move the money into that account. Use that account for your new TreasuryDirect account for your RLT.
It uses your SS number.
You can’t just “move” from one account to another at TreasuryDirect.
