Savings Bond Resource Guide Chapters

Chapter 1 (PDF)

Section Pg.
General Information 1-1
Series Available 1-1
Denominations 1-1
Eligible Owners 1-2
Registration 1-3
Forms of Payment 1-5
Purchase Limits 1-5
Interest and Maturity 1-7
Income Tax Reporting 1-11
Replacing a Bond 1-15
Chain Letter Schemes 1-16

Chapter 2 (PDF, 1.43MB)

Section Pg.
Issuing Bonds 2-1
Bond-a-Month Plan 2-1
Gift Bonds 2-2
Completing the Order Form 2-3
Batch Transmittal Information 2-7
Submitting Order Forms 2-8
Agent Instructions 2-9
Bonds Not Received by Addressee Due to Loss or Theft 2-10
Correcting Errors on Bonds 2-10

Chapter 3 (PDF)

Section Pg.
Reissue Transactions 3-1
Tax Consequences of Reissue 3-2
Instructions for Authorized Reissue Transactions 3-2
Table of Authorized Reissue Transactions for Series E/EE and H/HH Bonds 3-4

Chapter 4(PDF)

Section Pg.
Series HH Bonds 4-1

Chapter 5 (PDF)

Section Pg.
Paying Paper Bonds 5-1
Timing the Redemption Transaction 5-1
Responsibilities of Paying Agents 5-2
Identification Procedures 5-2
Agent Liability for Losses on Bonds Paid 5-3
Completing the Request for Payment 5-5
Determining the Redemption Value 5-5
Paying the Presenter 5-6
Interest Reporting 5-6
Records of Payment 5-7
Bond That Agents Can Pay 5-7
Bonds That Agents Cannot Pay 5-9
Table of Redemption Cases Requiring Evidence 5-12

Chapter 6 (PDF)

Section Pg.
EZ Clear 6-1
Eligible Savings Bonds 6-1
Deposit Methods 6-1
Reject Repair Options 6-3
Adjustments 6-3
Facsimiles 6-4
Redemption Fee Payments 6-5
Records of Redeemed Bonds 6-5

Chapter 7 (PDF)

Section Pg.
Trusts 7-1
Purchasing Savings Bonds in a Trust Registration 7-1
Redeeming Savings Bonds in a Trust Registration 7-2
Reissuing Savings Bonds in a Trust Registration 7-3
Other Reissues Involving Trust Registrations 7-4

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