Form Pd F 4000 E - Request To Reissue United States Savings Bonds Page 5
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6PART B – REASON FOR REISSUE
Describe the reason for the reissue. The chart below shows common reasons for reissue. These may not be authorized
for all Series. Complete guidelines for authorized reissue transactions may be found in the regulations, in the following
Department Circulars: DC 530 (Series E/H), DC 3-80 (Series EE/HH), DC 2-98 (Series I), DC 1-75 (IRB), and DC 1-63 (RPB).
Bonds may be reissued to…
The form must be signed by…
Additional Information
Add a new coowner or beneficiary
The owner.
The original owner must be the first-named
to a bond in sole owner
coowner.
registration.
Change the present beneficiary to
The owner.
The beneficiary may only be shown as second-
coowner.
named coowner.
Remove the name of a living
The owner (and the beneficiary if
The owner may add a different person as
beneficiary.
Series E or Series H bonds).
coowner or beneficiary.
Remove the name(s) of any
The surviving registrant.
The surviving registrant must be shown as the
deceased registrant(s).
owner or first-named coowner in the registration
of the new bonds. If more than one registration is
requested, a separate Part A must be completed
for each different registration. Submit certified
copies of the death certificates for all deceased
registrants except beneficiaries on Series EE,
HH, or I bonds.
Show that a change of name
The person whose name has
Explain exactly how the change of name was
occurred.
changed.
authorized (marriage, divorce, court order,
naturalization, etc.). Evidence may be required.
Correct an error in registration.
The purchaser.
Provide the answers to the questions shown.
If the purchaser and the person
whose funds were used to purchase
the bonds are different persons, both
must sign.
Substitute the name of the fiduciary
The successor in his/her fiduciary
Submit proof of the succession to the position,
who has succeeded the fiduciary
capacity.
such as a certified copy of the letters of
named in the registration of the
appointment or, in the case of a trustee, a copy of
bonds.
the trust instrument and proof of the death or
resignation of the original trustee.
Show the name of the executor or
The fiduciary in his/her fiduciary
Submit a certified copy of the letters of
administrator of a deceased
capacity.
appointment, dated within one year of submission
owner’s estate.
and certified copies of the death certificates for all
deceased registrants.
Show the name of the guardian,
The fiduciary in his/her fiduciary
Submit a certified copy of the letters of
conservator, or similar
capacity.
appointment, dated within one year of
representative of the estate of a
submission.
minor or incompetent owner.
Change ownership due to divorce,
The owner or both coowners (or
See the Tax Liability statement on this form. The
legal separation, or annulment.
their representatives).
name of another person may be added as
coowner or beneficiary.
For bonds in coownership form, a
request solely to eliminate the name
of one coowner may be signed by
that coowner only.
For Series E or H bonds, the current
beneficiary must consent to the
reissue if his/her name is also being
removed.
Remove a living owner/coowner
The owner/coowner being removed.
Remaining registrant must be named first in the
and reissue in a form authorized
registration.
under the regulations.
For Series E or H bonds, the current
beneficiary must consent to the
reissue if his/her name is also being
removed.
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PD F 4000
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