What do I need to know if I transfer a book-entry savings bond to another person as a gift?

  1. Law
  2. CFR 31
  3. Money and Finance: Treasury
  4. Regulations Relating to Money and Finance
  5. Fiscal Service, Department of the Treasury
  6. Bureau of the Fiscal Service
  7. Regulations Governing Securities Held in TreasuryDirect
  8. Book-Entry Savings Bonds Purchased Through TreasuryDirect
  9. Gifts
  10. What do I need to know if I transfer a book-entry savings bond to another person as a gift?

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§ 363.97 What do I need to know if I transfer a book-entry savings bond to another person as a gift?

(a) You must certify online that the transfer is a gift.

(b) You must provide the SSN or EIN of the recipient.

(c) Once the transfer is made, the gift is irrevocable.

(d) The bond will be transferred in the single owner form of registration for individual account owners, and in the entity form of registration for account owners that are entities.

[67 FR 64286, Oct. 17, 2002, as amended at 74 FR 19420, Apr. 29, 2009]


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