Get Saving Transfer Form

FS Form 1455. Request by Fiduciary for Distribution of United States Treasury Securities. Used by fiduciary to establish entitlement and request distribution of Treasury securities to the person lawfully entitled. Sign this form in the presence of a certifying individual.

Use the Education Exclusion With that in mind, you have one option for avoiding taxes on savings bonds: the education exclusion. You can skip paying taxes on interest earned with Series EE and Series I savings bonds if you're using the money to pay for qualified higher education costs.

If only one person is named on the bond and that person has died, the bond belongs to that person's estate. If two people are named on the bond and both have died, the bond belongs to the estate of the one who died last.

Get FS Form 1522. Fill it out. Get your signature certified, if necessary. (If the value of the bond(s) you are cashing is more than $1,000, you must have your signature certified.

After the one-year mark, you can go ahead and cash in your bond, but you will get hit with a penalty of three months' interest earned on the bond. There is no penalty if you simply hold onto the bond after five years.

Fill out and send us FS Form 4000 and the bonds. In your TreasuryDirect account, you can: add another person as secondary owner. add or remove a beneficiary.

USE OF FORM – Use this form to request payment of United States Savings Bonds, Savings Notes, Retirement Plan Bonds, and Individual Retirement Bonds.

Form 5511-NATCEP, Request to Take the Competency Evaluation Program (CEP) Based on Military Training as a Nurse Aide | Texas Health and Human Services.