Treasury Services Education

The Treasury Retail Securities site at the Federal Reserve Bank of Minneapolis and the U.S. Department of the Treasury’s Bureau of the Fiscal Service offer the following education materials and online learning opportunities to help support the use of Treasury Services.

Guide to Cashing Savings Bonds (Off-site Link)

This reference guide for financial institutions that cash savings bonds describes procedures for verifying and documenting the identity of a customer redeeming U.S. Savings Bonds and lists acceptable forms of identification.

Savings Bond Resource Guide (Off-site Link)

This publication is a reference guide for employees of financial institutions who handle savings bond transactions or answer related questions. This guide covers questions and provides instructions for handling most bond transactions. In addition, a quick reference guide and a sample outline for in-house training are provided as appendices.

Savings Bond University (Off-site Link)

This online training tool is useful for all financial institution employees who handle savings bond transactions. Students learn how to handle a wide variety of savings bond transactions, identify key areas on savings bonds, determine the value of a savings bond and become familiar with available resources.

TreasuryDirect® Webcasts for Payroll Organizations

The TreasuryDirect webcasts are designed for payroll organizations interested in offering their employees the convenience of purchasing electronic (paperless) Treasury securities online through TreasuryDirect. The webcasts for payroll organization administrators and employees will provide information on electronic Treasury Retail Securities offerings and investing through TreasuryDirect.

 

For more information about Treasury Services, visit the service offerings pages or contact the Minneapolis Treasury Retail Securities site.

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