We have a Series EE Bond on which one of the owners is deceased and a family trust has been established?
by admin ~ December 8th, 2007 . Filed under: Investing .
Gini ` asked:
How can we change one of the payees on it to read the family trust and the still surviving person on the original without losing any of the value of the bond at this time?
John
How can we change one of the payees on it to read the family trust and the still surviving person on the original without losing any of the value of the bond at this time?
John
December 10th, 2007 at 3:50 pm
The surviving owner will have to take it to the bank along with a CERTIFIED copy of the Death Certificate and they will take care of changing the names on the bond
December 12th, 2007 at 11:59 pm
you can’t without cashing in the bond and buying a new one.