Savings Bond Seminar Training Materials

Assisting with savings bond transactions is an essential function of a full-service financial institution. Why? Because millions of Americans purchase U.S. Savings Bonds, the world’s most widely-held security, to save for their future. To build your savings bond knowledge and help you better assist your customers, attend one of the 3 1/2 hour introductory seminars included in the Fall 2008 Savings Bond Seminar Series (PDF). The seminar training materials are ideal for personal bankers, tellers, customer service representatives, trainers and all other personnel who process U.S. Savings Bond transactions.

  1. 2008 U.S. Savings Bond Seminar Workbook (PDF)
  2. 2008 Savings Bonds Desk Reference (PDF)
  3. Quick Reference Guide for Savings Bond Issuing and Paying Agents in Districts 1 - 6 (PDF)
  4. Quick Reference Guide for Savings Bond Issuing and Paying Agents in Districts 7 - 12 (PDF)
  5. PD P 0047-1: Your Gateway To An Online Account To Purchase And Hold All Treasury Securities (PDF)
  6. EZ Clear / EZ Direct Information (PDF)
  7. US Savings Bonds Final Maturity Dates (PDF)
  8. Resource Order Form (PDF)
  9. Samples of PDF Forms for Ordering U.S. Savings Bonds (PDF)
  10. Savings Bond Forms Ordering Guide (PDF)
  11. Savings Bond Pro® Pamphlet (Off-Site Link)
  12. PD P 0022: The Guide to Cashing Savings Bonds (Off-Site Link)
  13. Fall 2008 Savings Bond Seminar Evaluation Forms (XLS)
  14. The Matured Unredeemed Bond Campaign (PDF)

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