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Changing a Name on U.S. Treasury Bonds

Updated on July 14, 2012
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Treasury bonds are government-backed securities that pay you fixed interest rates until they mature in 30-year terms. Because you know the exact amount they disburse, they are useful for long-term savings. Unlike savings bonds, which are issued in paper and electronic form, treasury bonds are only available in electronic form.

  1. Gather the information that you need for the transfer This includes the CUSIP number, which is assigned by the Committee on Uniform Securities Identification Procedures to all securities. You’ll also need the dollar amount of the security, the name and account number of both the original owner and the new owner, and the Taxpayer Identification Number or Social Security Number of the new owner. If you are transferring to a financial institution, you’ll also need its routing number, wire name, and the name and phone number of the agent handling the transfer.
  2. Fill out the Security Transfer Request form from the U.S. Department of the Treasury. However, do not sign the form.
  3. Take the form to an authorized certifying individual who is a designated employee of an insured depository institution, brokerage or corporate central credit union. Sign the form in front of him.
  4. Ask the certifying individual to sign the form acknowledging that he witnessed your signing. He must then fill out the name, address and phone number of his institution. Finally, he must apply his agency’s official seal or stamp to the form. Notaries are not acceptable for certification.
  5. Mail the document to the agency listed on the form. It must receive your form at least ten business days before the interest payment date and/or the bond maturity date. Once the transfer has occurred, you will receive a confirming Statement of Account.

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    • teaches12345 profile image

      Dianna Mendez 5 years ago

      Voted this useful and interesting based on the valuable information presented on the bonds. I am sure they have this info somewhere on the Treasury site, but it would probably be a fine print, four to five page read. Here, you can have the nuts and bolts to it, and quite simple to follow.

    • b. Malin profile image

      b. Malin 5 years ago

      Once again, here you are my Friend with your Helpful facts on "Changing a Name on US Treasury Bonds". Good Hub, Deed! Thanks for sharing.

    • alocsin profile image
      Author

      alocsin 5 years ago from Orange County, CA

      Actually, teaches12345, this was meant to go on a highly technical business site, but was eventually rejected. So it ended up here. Hopefully, people will still be able to find the info through Google.

    • Peggy W profile image

      Peggy Woods 5 years ago from Houston, Texas

      Hi alocsin,

      This is useful information for people who hold U.S. Treasury Bonds assuming they wish to change the name of ownership on who will eventually benefit from the payout date of said document. If anyone holds them and wishes to put my name on them...I'm available! Haha! Voted up and useful.

    • ChristyWrites profile image

      Christy Birmingham 5 years ago from British Columbia, Canada

      I live in Canada so I am not familiar with many of the terms here. However the information really does seem useful to US residents and I'm sure will help others. Well written too.

    • Nell Rose profile image

      Nell Rose 5 years ago from England

      Straight to the point and so helpful. Why oh why can't all important information be written like this? every time I need info concerning the government, bonds or just plain council information, I have to scroll through pages and pages of rubbish to get there, its nice to see something written that is easy to understand and straight down to the whole reason for looking! rated and shared, nice one! lol!

    • L.L. Woodard profile image

      L.L. Woodard 5 years ago from Oklahoma City

      Alocsin, you have a gift for taking "high-faluting" information and breaking it down into easy-to-read and understand information. Nicely done.

      Voted up and SHARED.

    • alocsin profile image
      Author

      alocsin 5 years ago from Orange County, CA

      haha, Peggy W.

    • alocsin profile image
      Author

      alocsin 5 years ago from Orange County, CA

      Thanks Nell, I'm glad to have brought the info down to earth.

    • tammyswallow profile image

      Tammy 5 years ago from North Carolina

      I have always invested in savings bonds. It makes perfect sense for me because it has no risk. Great hub with sound advice. Thanks!!!

    • thelyricwriter profile image

      Richard Ricky Hale 5 years ago from West Virginia

      Very easy to read and understand Alocsin. Another greatly written article. Great advice when it comes to these bonds. Voted up and useful.

    • cclitgirl profile image

      Cynthia Sageleaf 5 years ago from Western NC

      Voted up and useful. I don't know much about treasury bonds - it's something I want to learn more about for sure. I have investments in other things, but after reading this, I think I need to do this as well.

    • Brett.Tesol profile image

      Brett Caulton 5 years ago from Thailand

      Useful information .. I wonder if these are available in the UK too. The interest should be much higher for such a long term investment and it is good that they can also be spent/inherited via a transfer.

      SHARED, up and useful.

    • Marcy Goodfleisch profile image

      Marcy Goodfleisch 5 years ago from Planet Earth

      You always have such solid and well-written hubs, with great advice! This is one I wouldn't have thought of, but I'm sure millions of people who invest with these instruments need to take this into consideration. Excellent hub!

    • alocsin profile image
      Author

      alocsin 5 years ago from Orange County, CA

      Thanks Marcy Goodfleisch. I appreciate the kudos.

    • Millionaire Tips profile image

      Shasta Matova 4 years ago from USA

      This is helpful information for people who need to want to transfer a security or change a name on a treasury bond. Voted up.

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