How to update Savings Bond registrations when a co-owner dies
Friday, October 8th, 2004
Categorized as: Inheriting and bequeathing US Savings Bonds • Savings Bond registration changes
My husband was co-owner on my Savings Bonds. He has passed away. How do I get the beneficiary changed?
When a registrant listed on a Savings Bond dies, the surviving registrant can have the registration updated by submitting Public Debt Form 4000 and a copy of the decedent’s death certificate. The form includes complete instructions.
In this situation updating the registration never creates a taxable event.