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Transferring Savings Bond Ownership

How do I have savings bonds transferred from one persons name to another person's name?


The steps depend on variables such as ownership, why the change is being made and if the bonds are in paper form now, so go to the issuer which is the U.S. Government. Their site, TreasuryDirect has account information and Q&As, such as this one.

Who's Eligible for SmartExchange?

If you're a TreasuryDirect account owner, you can exchange paper savings bonds on which you are the sole owner, a co-owner, or the owner with a beneficiary. As an account owner, you can also convert paper savings bonds purchased as gifts for someone else, or bonds you have obtained through inheritance or other change in ownership.


Published on BankingQuestions.com 9/13/06