SAVINGS BONDS

Contents of the Savings Bond Resource Guide

Section Pg. Section Pg.
Chapter 1- (PDF 272K) Chapter 5 - (PDF 219K)  
General Information 1-1 Paying Paper Bonds 5-1
Series Available 1-1 Timing the Redemption Transaction 5-1
Denominations 1-1 Responsibilities of Paying Agents 5-2
Eligible Owners 1-2 Identification Procedures 5-2
Registration 1-3 Agent Liability for Losses on Bonds Paid 5-3
Forms of Payment 1-5 Completing the Request for Payment 5-5
Purchase Limits 1-5 Determining the Redemption Value 5-5
Interest and Maturity 1-7 Paying the Presenter 5-6
Income Tax Reporting 1-11 Interest Reporting 5-6
Replacing a Bond 1-15 Records of Payment 5-7
Chain Letter Schemes 1-16 Bond That Agents Can Pay 5-7
Chapter 2 - (PDF 1,162K) Bonds That Agents Cannot Pay 5-9
Issuing Bonds 2-1 Table of Redemption Cases Requiring Evidence 5-12
Bond-a-Month Plan 2-1 Chapter 6 - (PDF 93K)  
Gift Bonds 2-2 EZ Clear 6-1
Completing the Order Form 2-3 Eligible Savings Bonds 6-1
Batch Transmittal Information 2-7 Deposit Methods 6-1
Submitting Order Forms 2-8 Reject Repair Options 6-3
Agent Instructions 2-9 Adjustments 6-3
Bonds Not Received by Addressee Due to Loss or Theft 2-10 Facsimiles 6-4
Correcting Errors on Bonds 2-10 Redemption Fee Payments 6-5
Chapter 3 - (PDF 90K) Records of Redeemed Bonds 6-5
Reissue Transactions 3-1 Chapter 7 - (PDF 45K)
Tax Consequences of Reissue Transactions 3-2 Trusts 7-1
Instructions for Authorized Reissue Transactions 3-2 Purchasing Savings Bonds in a Trust Registration 7-1
Table of Authorized Reissue Transactions for Series E/EE and H/HH Bonds 3-4 Redeeming Savings Bonds in a Trust Registration 7-2
Chapter 4 Series HH Bonds (PDF 25K) 4-1 Reissuing Savings Bonds in a Trust Registration 7-3
Other Reissues Involving Trust Registrations 7-4
 
Section Pg. Section Pg.
Appendix A - (PDF 35K) A-1 Appendix I - (PDF 48K) I-1
Examples of Trust Registrations Glossary of Terms
Appendix B - (PDF 27K) B-1 Appendix J - (PDF 77K) J-1
Interest Accrual Dates for Series E/EE and I Bonds Questions and Answers
Appendix C - (PDF 11,353K) C-1 Series EE Bonds (Issued 5/2005 forward)
Forms and Information Packets Pertinent to U.S. Savings Bonds/Notes Series EE Bonds (Issued 5/97-4/05)
Appendix D - (PDF 22K) D-1 Series EE Bonds (Issued 5/95 - 4/97)
The Guide to Cashing Savings Bonds - PD P 0022   Series EE Bonds (Issued 11/82 - 4/95)
Appendix E - (PDF 48K) E-1 Series EE Bonds and Savings Notes (Issued Before 11/82)
Quick Reference Guide Appendix K - (PDF 37K)  
Appendix F - (PDF 29K) F-1 Bonds Purchased as IRA Investments K-1
List of Relevant Treasury Circulars Appendix L - (PDF 29K)  
Appendix G - (PDF 38K) G-1 Bonds Purchased as a Gift to Minors L-1
Contact List Appendix M - (PDF 23K)  
Appendix H - (PDF 63K) H-1 Bureau of the Public Debt Addresses (For forwarding items only) M-1
Savings Bonds Training Outline Appendix N (PDF 36K) N-1
  Index