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Savings-Bonds-Alert: Changing a beneficiary who has died

Friday, July 23, 2004

Changing a beneficiary who has died

I have E and EE bonds and my beneficiary printed on them has died. I would like to change this person to another person. Do I have to provide a death certificate?   Tom's response It's different for the two series. With EE bonds, you can change the beneficiary without the permission of an existing beneficiary; with E bonds you need permission. Since your existing beneficiary has died, you need to provide a copy of the Death Certificate to change the beneficiary on the Series E Savings Bonds, but not on the Series EE bonds. See this page on adding a co-owner or changing the beneficiary, which includes a link to the form you'll need. Click here to visit the premier independent web site for SavingsBonds owners.


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