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Treasury Bond

Changing the Beneficiary on a Treasury Bond

Posted on April 10, 2023February 10, 2023 by kiermanstage

The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary on both a paper and electronic bond here: Changing information about EE or I savings bonds (reissuing) — TreasuryDirect.

If you have questions or need help, please contact us.

Posted in Beneficiary, Trust Administration
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14362 N. Frank Lloyd Wright Blvd.
Suite 1000
Scottsdale, Arizona 85260

480-719-7333

 

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