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To Request Direct Deposit, the Payee and Joint Payee, If Applicable Must Read Form

To Request Direct Deposit, the Payee and Joint Payee, If Applicable Must Read Form

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Instructions and help about To Request Direct Deposit, The Payee and Joint Payee, If Applicable Must Read

hi again ibon fans it's Jennifer from diamond estake and this is the long awaited adding a beneficiary video that so many of you have been asking for and if you want to add a joint or secondary owner to your ibonds you can also keep watching the process is similar to adding a beneficiary with some slight but very important differences having a beneficiary or secondary owner in your ibond keeps them out of probate which can often be timec consuming and and costly in this video I'm going to walk you through the top five must knows about ibon beneficiaries versus joint owners how to add a beneficiary or joint owner onto already purchased ibonds what you and your beneficiary or joint owner need to do afterwards because you know while the treasury direct folks are super friendly it's never as simple and straightforward as you'd expect and at the very end I'll talk briefly about what happens when you die not a nice topic but necessary as well as the sp

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