I found this on Youtube while I was struggling to figure out Treasury Directs procedure to add my Son as POD to my I-bonds
https://www.youtube.com/watch?v=510Y0D5hoVo
Excellent Tutorial for Adding POD to I-Bond
Excellent Tutorial for Adding POD to I-Bond
Last edited by dcop on Sat Jul 16, 2022 5:55 pm, edited 1 time in total.
Re: Excellent Tutorial for Adding Joint Owner or Beneficiary to I-Bond
You cannot have a joint owner for a savings bond opened thru treasurydirect.gov.
You can add a secondary owner, but a secondary owner is a de facto beneficiary. You can search my many posts about this subject.
You can add a secondary owner, but a secondary owner is a de facto beneficiary. You can search my many posts about this subject.