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Book Notes for Savings Bond Advisor: Fifth Edition
8-4 - Right-click on the following link and select Save Target As from the menu that appears on your screen US Savings Bond Wizard. If you have trouble downloading the file, try a normal click. If that doesn't work either, the Treasury has additional download tips here.
Chapter 9 - Keeping track of your Savings Bond inventory
9-1 - Download Savings Bond Inventory template for Microsoft Excel (Don't Open this file immediately, first Save it on your own computer, then open it.)
Chapter 10 - Savings Bonds and estate planning
10-1 - New York Attorney General's page on Living Trusts
11-2 - Public Debt Form 1455 - Request by Fiduciary for Reissue or Distribution of United States Savings Bonds
11-3 - Public Debt Form 2513 - Application by Voluntary Guardian of Incapacitated Owner of United States Bonds or Notes
11-4 - Public Debt Form 1522 - Special Form for Request of Payment of United States Savings and Retirement Securities Where Use of a Detached Request is Authorized
11-5 - Public Debt Form 5394 - Agreement and Request for Disposition of a Decedent's Treasury Securities
11-6 - Public Debt Form 5336 - Disposition of Securities Belonging to a Decedent's Estate Being Settled without Administration
Chapter 12 - Changing the registration
12-1 - Public Debt Form 1851 - Request to reissue United States Savings Bonds to a personal trust
14-3 - Form to reinstate tax-deferral - If you've been granted permission to pay interest on your Savings Bonds every year, use this form to get automatic permission from the IRS to switch back to deferring interest. But beware: you are setting a double-taxation trap.
Chapter 15 - Is tax-deferral better than higher rates?
Chapter 16 - Basics of Savings Bond redemption
16-1 - Public Debt Form 1522 - Special Form for Request of Payment of United States Savings and Retirement Securities Where Use of a Detached Request is Authorized
16-2 - Public Debt Form 5188 - Durable Power of Attorney for Securities and Savings Bonds Transactions
17-3 - IRS Form 8815 - calculates the two phase outs for the Savings Bond education deduction; IRS Form 8818 - an optional form for recording the data on the bonds you cashed in.
18-1 - Online forms to contact the Treasury about: Series H, HH, G, or K Savings Bonds - all other paper Savings Bonds - electronic Savings Bonds at TreasuryDirect
18-2 - Savings Bonds Forms Ordering - An online order form you can use to receive free paper copies of Savings Bond forms in the mail
18-3 - Public Debt Form 1522 - Special Form for Request of Payment of United States Savings and Retirement Securities Where Use of a Detached Request is Authorized