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How do I…?

How do I purchase savings bonds in TreasuryDirect?
How do I redeem savings bonds being held in my TreasuryDirect account?
How do I buy a gift savings bond in TreasuryDirect?
How do I deliver a gift savings bond?
How do I open an account for a minor?
How do I purchase marketable securities in TreasuryDirect?
How do I transfer savings bonds from my TreasuryDirect account to another TreasuryDirect account?
How do I transfer marketable securities out of my TreasuryDirect account?
How do I sell a marketable security through TreasuryDirect?
How do I reinvest the proceeds of a maturing security in my TreasuryDirect account?
How do I cancel pending purchases in my TreasuryDirect account?
How do I redeem my Zero-Percent C of I?
How do I add a secondary owner or beneficiary to my securities?
How do I grant View and Transact Rights to securities held in my TreasuryDirect account?
How do I redeem a security for which I have transact rights?
How do I receive my tax statement?
How do I open a custom linked account?

How do I purchase savings bonds in TreasuryDirect?

NOTE:  All Savings Bonds are issued in electronic form; no paper bonds are issued.

You may purchase savings bonds by using either Buy Direct or Purchase Express.

Buy Direct:

• Click the Buy Direct tab at the top of the page.
• On the Buy Direct page, choose Savings Bonds and click “Select”.
• Under the heading Registration Information, choose the desired registration from the drop-down box. (If the registration you want is not listed, you can create it by clicking “Add New Registration”. Once you've created the desired registration, you'll be brought back to the Buy Direct page where you can choose the registration you just created from the drop-down box.)
• Under the heading Purchase Information, choose the Product Type from the drop-down box.
• Enter the Purchase Amount (from 25.00 to 5,000.00) (Note: Electronic savings bonds are always purchased at full face value.).
• Select a source of funds you wish to debit from the drop-down box. You may choose to use your bank account or your Zero-Percent C of I.
• Under the heading Purchase Frequency, the system will default to Schedule single purchase for today's date.
  • If you wish to change it to a future date, simply enter the date you want.
  • If you'd rather set up repeating purchases, choose the button for Schedule Repeat Purchases and choose the frequency from the drop-down box. You can then enter the beginning and ending dates for the purchase schedule.
  • If you want to select your own dates, choose the button for Schedule purchases by selecting your own dates and enter each date in the spaces provided. If you want to schedule more than six dates, click Schedule More.  Click “Select” to proceed.
• The Purchase Review page will then appear. Please review the information and read the statements at the bottom. (If you wish to change any of the data you entered, click the “Edit” button to go back to the previous page where you can make any desired changes.) If the data on the Purchase Review page is accurate including the purchase date, click “Submit”.
• You'll then see a Confirmation Page listing the details of the purchase, including the Purchase Date and Confirmation Number for each security.

Purchase Express.  Purchase Express allows you to use your preferred registration and banking information to purchase quickly. Here’s how:

• Click the My Account tab at the top of the page.  From Purchase Express on the My Account Page, Select the Product Type you wish to buy from the drop-down box.
• Enter the purchase amount.
• Click “Buy Now”.
• Next you’ll see the Purchase Express Review page. You can either click “Submit” to finalize or “Cancel” to end the process before making a purchase. To make changes to your request, click “Cancel” and re-enter your information.

Savings bond purchases are generally issued to your TreasuryDirect account within one business day of the purchase date. If you select a non-business day as your purchase date, we will change it to the next available business day.

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How do I redeem savings bonds being held in my TreasuryDirect account?

Note: United States Savings Bonds issued in February 2003 and later must be held for a minimum of one year before they are eligible to be redeemed.

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click Redeem securities.
• On the Redemption page, choose the button beside the security type you want to redeem and click “Select”.
• On the Summary page, check the box beside each security that you want to redeem and click “Select”. You may select up to 50 securities per redemption transaction, and the full amount of those securities must be redeemed to the same financial institution.
• The process from here differs depending on whether you have selected one or more than one security for redemption:
  • If more than one security was selected for redemption, you will see the Multiple Redemption Request page. If redeeming more than one security, the full amount must be redeemed.
  • If only one security was selected for redemption, you will see the Redemption Request page. On this page, either leave the default button selected for Redeem full amount or select the button for Redeem partial amount and enter the desired amount. (Note: In a partial redemption, you must redeem at least $25 and leave a value of $25 for the security.)
• If you have more than one bank account listed, select the bank account you would like to credit with the proceeds from the drop-down box.
• Click "Submit" on the Redemption Request or the Multiple Redemption Request page.
• The Redemption Review or Multiple Redemption Review page is then displayed. If any information needs to be changed, click "Edit" and make the changes. Otherwise, click "Submit".
• A Redemption Confirmation or Multiple Redemption Confirmation page will be displayed to signify completion of the request. You may wish to print a copy of this page for your records.

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How do I buy a gift savings bond in TreasuryDirect?

It is important to note three things about gift savings bonds in TreasuryDirect:

1. Gift savings bonds are issued only in electronic form.
2. The recipient of a gift savings bond must have a TreasuryDirect account before you can deliver the bond to him or her. In the interim, you can hold the bond in the Gift Box area of your TreasuryDirect account.
3. Marketable securities are not available for purchase as gifts.

• Click the Buy Direct tab at the top of the page.
• Choose the security type you wish to purchase and click “Select”.
• Under the heading Registration Information, choose the desired registration from the drop-down box.
• If the gift registration you want is not listed, you can create it by clicking “Add New Registration”. Make sure to choose the Type of registration you want (Sole Owner, Primary Owner, or Beneficiary) and click This is a gift at the bottom. Once you've created the desired registration, you'll be brought back to the Buy Direct page where you can choose the registration you just created from the drop-down box.
• Under the heading Purchase Information, choose the Product Type from the drop-down box.
• Enter the Purchase Amount (from 25.00 to 5,000.00). (Note: Electronic savings bonds are always purchased at full face value.)
• Select a source of funds you wish to debit from the drop-down box. You may choose to use your bank account or your Zero-Percent C of I.
• Under the heading Purchase Frequency, the system will default to Schedule Single Purchase for today's date.
  • If you wish to change it to a future date, simply enter the date you want.
  • If you'd rather set up repeating purchases, choose the button for Schedule repeat purchases and choose the frequency from the drop-down box. You can then enter the beginning and ending dates for the purchase schedule.
  • If you want to choose your own dates, choose the button for Schedule purchases by selecting your own dates and enter each date in the spaces provided. If you want to schedule more than six dates, click Schedule More.
• Click “Select” to proceed.
• The Purchase Review page will then appear. Please review the information and read the statements at the bottom. If you wish to change any of the data you entered, click “Edit” to go back to the previous page where you can make any desired changes. If the data on the Purchase Review page is accurate, including the purchase date, click “Submit”.
• You'll then see a Confirmation Page listing the details of the purchase, including the Purchase Date and Confirmation Number for each security.

Gift savings bond purchases are generally issued to the Gift Box in your TreasuryDirect account within one business day of the purchase date. If you select a non-business day as your purchase date, we will change it to the next available business day.

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How do I deliver a gift savings bond?

Note: The recipient of a gift bond must have his or her own TreasuryDirect account.

• Click the Gift Box tab in the top, right corner of the page.
• On the Gift Box page, select the button beside the confirmation number of the bond you wish to deliver and click "Submit".
• The Detail page will appear. Click “Deliver”.
• The Delivery Request page will then appear.
  • To deliver the full value of the bond, enter the recipient's TreasuryDirect Account number in the field and click "Submit".
  • To deliver less than the full amount of the bond, select the button beside Deliver partial amount and enter the desired dollar amount, the recipient’s TreasuryDirect Account number in the field, and click "Submit". (Note: You must deliver at least $25 and leave a value of $25 for the bond.)
• The Delivery Review page will then appear.
  • If you wish to change any of the data you entered, click "Edit" to go back to the previous page where you can make any desired changes.
  • Otherwise click "Submit".
• A Delivery Confirmation page will appear to verify completion of the transaction. You may wish to print a copy of this page for your records.

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How do I open an account for a minor?

A Minor account is a custodial account you may establish for a child under the age of 18 if you are a parent or person providing chief support of the child. You may purchase, redeem, receive gifts, and perform other transactions within the account on behalf of the minor. You can even create a customized name, such as "Ben’s College Fund," for the account. When the minor reaches age 18 and establishes a Primary TreasuryDirect account, you may de-link the securities from the Minor account to move them to the new Primary account. To open an account for a minor:

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Linked Accounts, click Establish a Minor Linked Account.
• The Establish an Account for a Minor page will appear.
• Complete the Personalized Account Name field.
• Complete all of the information for the minor (the minor’s Middle Name or Initial field is optional).
• Select Use my Primary Account Information if you want to use the account address and contact information or you may select Enter New Account Information.
• Select Use my Primary Bank Information to use the primary bank information in your Primary account or you may select Enter A New Account Information to use a different bank.
• Read the statements in the Taxpayer Identification Number Certification box, check the box indicating you agree with the statements, and click "Submit".
• On the Review page, review the Account Information for correctness.
  • Click "Edit", to go back to the previous page to make corrections.
  • When the Account Information is correct, read the Certification statements and click "Submit".
• A personalized account name for the Minor account, followed by its TreasuryDirect account number, appears in the top right corner of the Account Info page. The two arrows let you know that you're presently viewing the minor's account. To go back to your primary account, click the link above the minor account number.

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How do I purchase marketable securities in TreasuryDirect?

You may purchase marketable securities by using either Buy Direct or Purchase Express:

Buy Direct:

• Click the Buy Direct tab at the top of the page.
• Choose the type of security you wish to purchase and click “Select”.
• Under the heading Registration Information, choose the desired registration from the drop-down box. (If the registration you want is not listed, you can create it by clicking Add New Registration. Once you've created the desired registration, you'll be brought back to the Buy Direct page where you can choose the registration you just created from the drop-down box.)
• Under the heading Purchase Information, choose the Product Term from the drop-down box.
• Enter the Purchase Amount (from 100 to 5,000,000 in $100 increments).
• Select a source of funds you wish to debit from the drop-down box. You may choose to use your bank account or your Zero-Percent C of I.
• Under the heading Purchase Frequency, the system will default to Schedule single purchase for today's date.
  • If you wish to change it to a future date, simply enter the date you want.
  • If you'd rather set up repeating purchases, select the button for Schedule repeat purchases. Enter the Number of Repeat Purchases, and choose how often you wish to purchase from the drop-down box. You can then enter the Purchase Start Date for the purchase plan by entering the date yourself in the space provided or selecting it from the calendar. Please see How do I reinvest the proceeds of a maturing security in my TreasuryDirect account? for instructions on how to schedule reinvestments.

Note: Your actual purchase date(s) may be changed by the system to accommodate the next available auction for the type of security you have chosen.

• Under the heading Payment Destination, choose a destination for the maturity payments from the drop-down box. When scheduling reinvestments, the Payment Destination and Source of Funds must be the same.
• If the security is a note, bond or TIPS, you must also choose a destination for the interest payments.
• Click "Select" to proceed.
• The Purchase Review page will then appear. Please review the information and read the statements at the bottom. (If you wish to change any of the data you entered, click "Edit" to go back to the previous page where you can make any desired changes.) If the data on the Purchase Review page is accurate, click "Submit".
• You'll then see a Confirmation page listing the details of the purchase, including the Purchase Date and Confirmation Number for each security

Purchase Express. Purchase Express allows you to use your preferred registration and banking information to purchase quickly. Here’s how:

• Click the My Account tab at the top of the page. From Purchase Express on the My Account Page, select the Product Type you wish to buy from the drop-down box.
• Fill in the amount you want to purchase.
• Click "Buy Now".
• Next you’ll see the Purchase Express Review page. You can either click "Submit" to finalize or "Cancel" to end the process before making a purchase. You cannot make changes to the information on this purchase.

Note: You cannot schedule repeat purchases using Purchase Express.

The security purchases are generally issued to your TreasuryDirect account within two to three business days of the auction date.

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How do I transfer savings bonds from my TreasuryDirect account to another TreasuryDirect account?

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click Transfer securities.
• On the Transfer page, choose the button beside the security type you want to transfer and click "Select".
• On the Summary page, choose the box beside the securities that you want to transfer and click "Select".
• From here, the process differs slightly depending on whether you have selected one or more than one security for transfer:
  • If more than one security was selected for transfer, you will see the Multiple Transfer Request page. If transferring more than one security, the full amount must be transferred.
  • If only one security was selected for transfer, you will see the Transfer Request page. On this page, either leave the default button selected for Transfer full amount or select the button for Transfer partial amount and enter the desired amount. In a partial transfer of savings bonds, you must transfer at least $25 and leave a value of at least $25 in the security.
• Enter the recipient's social security number and TreasuryDirect account number in the spaces provided and click "Submit".
• To protect the security of your investments, in certain instances, a page will display with a link to a Transfer Request Form (PD F 5511 E) needed to complete your transaction. In this case, you must complete the paper form according to its instructions and mail it to us for processing. The form must be signed in the presence of an authorized certifying official at a financial institution. (Certification by a Notary Public is not acceptable.)
• If a paper form is not required, the Transfer Review page or Multiple Transfer Review page will be displayed. If any information needs to be changed, click "Edit" and make the changes.
• Read the statement at the bottom of the page and click "Submit".
• The Transfer Confirmation page or Multiple Confirmation page will be displayed to verify completion of the request. You may wish to print a copy of this screen for your records.

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How do I transfer marketable securities out of my TreasuryDirect account?

Marketable securities purchased through TreasuryDirect are eligible for transfer any time after the initial 45-day holding period after the issue date. Securities may be transferred to another TreasuryDirect account, a Legacy Treasury Direct account, or to a broker/dealer account.

Note: Internal transfer (transfers of securities between accounts within TreasuryDirect) requests require the TreasuryDirect account number and social security number of the receiving account.

Note: 20-year TIPS and 30-year bonds issued January 2007 and after may not be transferred into Legacy Treasury Direct.

See Learn More About Marketable Security Transfers

You may transfer securities to another TreasuryDirect account by taking the following steps:

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click Transfer securities.
• On the Transfer page, choose the button beside the security type you want to transfer and click “Select”.
• On the Summary page, choose the box beside the securities that you want to transfer and click “Select”.
• From here, the process differs slightly depending on whether you have selected one or more than one security for transfer:
  • If more than one security was selected for transfer, you will see the Multiple Transfer Request page. If transferring more than one security, the full amount must be transferred.
  • If only one security was selected for transfer, you will see the Transfer Request page. On this page, either leave the default button selected for Transfer full amount or select the button for Transfer partial amount and enter the desired amount. In a partial transfer for marketable securities, you must transfer at least $100 – and in $100 increments
• Enter the recipient's social security number and TreasuryDirect account number in the spaces provided and click "Submit".
• To protect the security of your investments, in certain instances, a page will display with a link to a Transfer Request Form (PD F 5511 E) needed to complete your transaction. In this case, you must complete the paper form according to its instructions and mail it to us for processing. The form must be signed in the presence of an authorized certifying official at a financial institution. (Certification by a Notary Public is not acceptable.) When the transfer is complete, we will send a message to your e-mail address of record confirming activity in your account.
• If a paper form is not required, the Transfer Review page or Multiple Transfer Review page will be displayed. If any information needs to be changed, click “Edit” and make the changes.
• Read the statement at the bottom of the page and click "Submit".
• The Transfer Confirmation page or Multiple Transfer Confirmation page will be displayed to verify completion of the request. You may wish to print a copy of this screen for your records.

You may transfer securities to a Legacy Treasury Direct account or to a broker/dealer account by taking the following steps:

Note: External transfer (transfers of securities to a Legacy Treasury Direct account or to a broker/dealer account) requests require the financial institution’s routing number, and the receiving account name and identifying information to complete the transfer. We encourage you contact the receiving financial institution for the correct information.

See Learn More About Marketable Security Transfers

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click Transfer securities.
• On the Transfer page, choose the button beside the security type you want to transfer and click “Select”.
• On the Summary page, choose the securities you want to transfer and click "Select".
• Choose External and click "Select". A page will display with a link to a Transfer Request Form (PD F 5511 E) needed to complete your transaction. In this case, you must complete the paper form according to its instructions and mail it to us for processing. The form must be signed in the presence of an authorized certifying official at a financial institution. (Certification by a Notary Public is not acceptable.) When a request is entered, the securities will appear in a Pending Transfer status until the transfer is complete. After the transfer is complete, we will send a message to your e-mail address of record confirming the activity in your account, and the Security History in your TreasuryDirect account will contain a record stating that the transfer has been sent.

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How do I sell a marketable security through TreasuryDirect?

To accommodate TreasuryDirect account holders who may wish to sell their marketable securities prior to maturity, we offer a SellDirect^SMfeature through the Federal Reserve Bank of Chicago. Using this program, your holdings can be sold at market price for a fee. Simply submit a SellDirect request from within your TreasuryDirect account using the following steps:

Note: Marketable securities can be sold beginning 45 days after issue.

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click SellDirect^SM . Next, you will be asked to answer a Security Question. Enter the answer to the question and click "Submit". If you provide the correct response, the SellDirect page will display.
• On the SellDirect page, choose the button beside the security type you want to sell and click "Select".
• On the Summary page, choose the box beside the securities you want to sell and click "Select".

Note: You may choose to sell part of one security or sell one or more full securities at the same time. If you choose to sell multiple securities, the full amount of each must be sold.

• On the SellDirect Request screen, you may choose to sell either the full amount of the security or a partial amount of the security. If you choose to sell only a portion of the security, enter the dollar amount you wish to sell in the space provided.

Note: A sale amount must be at least $100 and in $100 increments.

• Select the Payment Destination from the drop-down box under Destination for SellDirect Proceeds.
• After you make your selection, click "Select".
• On the SellDirect Review page, review the information entered to verify it is correct and read the statement at the bottom of the page.
• If you need to edit the request, click "Edit", make the corrections and click "Select".
• If the information is correct, click "Submit".

The SellDirect Confirmation page will display the instructions you provided and security information showing the value of the security after this transaction is completed.

When a request is entered, the status of the security will appear in Security History as SellDirect Requested. When our office sends the request to Federal Reserve Bank of Chicago, the status will change to SellDirect Security Sent. The sale should be completed in five business days or less. Federal Reserve Bank of Chicago will direct the proceeds of the sale, minus the fee of $45.00 for each security, to the payment destination you provided and mail to you details of the sale.

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How do I reinvest the proceeds of a maturing security in my TreasuryDirect account?

You may use repeat purchase schedules to reinvest in Treasury Bills. Use the following steps when you make your initial purchase to reinvest your maturing proceeds:

• Click the Buy Direct tab at the top of the page.
• Select Bills as your security type and click “Select”.
• Under the heading Registration Information, choose the desired registration from the drop-down box.
• Under the heading Purchase Information, choose the product type from the drop-down box and enter the Purchase Amount. Select a Source of funds for the initial purchase from the drop-down box.
• Under the heading Purchase Frequency, select the Schedule Repeat Purchases option, and then choose the number of repeat purchases and their frequency. Use this table to make sure your product term corresponds with how often you want to schedule your repeat purchases:

• Select Zero-Percent C of I as the Source of funds for future purchase(s). The purchase limit of $5 million per marketable security type does not apply.
• Select Zero-Percent C of I as the maturity payment destination.
• Click “Select” to proceed.
• The Purchase Review page will then appear. Please review the information and read the statements at the bottom. If you wish to change any of the data you entered, click “Edit” to go back to the previous page where you can make any desired change. If the data on the Purchase Review page is accurate, click "Submit".
• You’ll then see a Confirmation page listing the details of the purchase, including the Purchase Date and Confirmation Number for each security.

TreasuryDirect does the rest! Once your initial investment matures and is paid to your Zero-Percent C of I, your purchase schedule will automatically reinvest your funds.

You may reinvest the proceeds from a maturing Treasury Note, Bond or TIPS, or reinvest the funds from a maturing Bill that has no scheduled repeat purchases. Use the following steps at least one week before the security’s maturity date.

You must edit the destination of the proceeds from the maturing security to show Zero-Percent C of I (if you have not already designated Zero-Percent C of I as the destination of the proceeds) and then schedule your purchase using your Zero-Percent C of I as the Source of Funds.

If you need to change the destination of the proceeds of a security, select the Current Holdings tab and take the following steps:

• On the Current Holdings page, under Bills, Notes, Bonds, or TIPS choose the Security Type you wish to reinvest, and click “Select”.
• On the Current Holdings Summary page, choose the security you wish to edit, and click “Select”.
• On the Current Holdings Detail page, click “Edit Payment Destination”.
• On the Edit Payment Destination page, under Destination for Payments, choose Zero-Percent C of I from the Maturity drop-down menu, and then click "Submit".

Now that the proceeds of the maturing security have been directed to your Zero-Percent C of I, you must schedule your purchase to reinvest those funds.

• Click the Buy Direct tab at the top of the page.
• Select your security type and click “Select”.
• Under the heading Registration Information, choose the desired registration from the drop-down box.
• Under the heading Purchase information, choose the product type from the drop-down box and enter the Purchase Amount. For Select a source of funds, choose Zero-Percent C of I from the drop-down menu.
• Under the heading Purchase Frequency, the system will default to Schedule Single Purchase for today’s date. Change the purchase date to correspond to an auction that will occur immediately prior to the payment date for the maturing security you wish to reinvest. Select Zero-Percent C of I as the Source of funds for future
  purchase(s).
• Under Payment Destination, choose Zero-Percent C of I from the Maturity drop-down box as the destination of the proceeds when the security reaches maturity.
• If you are purchasing notes, bonds, or TIPS, choose a destination for interest payments.
• Click “Select”.

Once your previous investment matures and is paid to your Zero-Percent C of I, your money will be automatically reinvested in a new security.

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How do I cancel pending purchases in my TreasuryDirect account?

Pending purchases include securities that have not been issued to the investor’s current holdings or gift box. Since pending purchases cannot be edited, they must be deleted, and new purchases scheduled. There are restrictions, however. Marketable securities, for example, can only be deleted prior to the close of the auction. Savings bonds and Zero-Percent Certificates of Indebtedness can be deleted up to 11:59 p.m. Eastern Time, the day before issue. Instructions are provided below concerning how to delete pending purchases.

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities, click Delete a scheduled purchase.
• On the Pending Transactions page, click “Select”.
• You'll now see the Summary List page. Select the button beside the Confirmation number of the transaction you wish to cancel and click “Select”.
• The Detail page will be displayed. Click “Delete” to cancel the planned purchase.
• The Delete page will be shown. Click “Yes” to the question Are you sure you want to delete this purchase?
• If this particular pending purchase is part of a repeat purchase schedule, you'll then see another page where you will be asked if you want to delete just this purchase or all of the remaining purchases for this repeat purchase schedule. Make sure the appropriate button is selected and click “Select”.
• The planned purchase transactions are now deleted.

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How do I redeem my Zero-Percent C of I?

You can schedule redemption of your Zero Percent C of I in full or schedule a partial redemption using one of the options described below.

• Click on either the ManageDirect tab at the top of the page.
• Click Redeem securities in the Manage My Securities box.
• On the Redemption page, choose the radio button beside Zero Percent C of I and click “Select”.
• On the Redemption Request page, you may redeem all or part of your Zero Percent C of I.
• Choose the radio button for either Redeem full amount or Redeem partial amount.
  • If you chose to redeem a partial amount, enter the dollar amount you wish to redeem in the space provided.
  • Choose the payment destination for the redemption from the drop-down box.
  • Click “Submit”.
• On the Redemption Review page, verify the information is correct.
  • If any information needs to be corrected, click “Edit”, make the necessary changes, and click “Submit”.
  • If the information is correct, click “Submit”.

The Redemption Confirmation page will be displayed, which indicates your redemption request is completed. You may wish to print a copy of this page for your records.

The payment destination you selected should be credited within one business day of the redemption date.

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How do I add a secondary owner or beneficiary to my securities?

Adding a secondary owner or beneficiary is simple in TreasuryDirect, but please be aware that while you can edit any securities being held in Current Holdings, you cannot edit savings bonds held in your Gift Box. Securities in a Conversion Linked account (CLA) must first be transferred to a primary or another linked account in order to add a secondary owner.

Your electronic savings bonds and marketable securities may be registered in your name alone, your name with a secondary owner, or your name with a beneficiary. Each registrant's social security number must be shown.

To add a secondary owner or beneficiary to your securities:

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Securities click Edit a registration.
• On the Edit Security Registration page, choose the security type you want to edit and click “Select”.
• On the Summary page, choose the security or securities you wish to edit and click “Select” (you may edit up to 50 securities to the same registration).
• On the Detail page, select the registration containing the secondary owner or beneficiary you desire from the drop-down box. (If you've never created the registration, you can do so by clicking “Add New Registration”. Once you've created the new registration, the system will bring you back to the Detail page where you'll find the new registration listed in the drop-down box.)
• Once you've selected the desired registration, click "Submit" to complete the change in registration for the security.

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How do I grant View and Transact Rights to securities held in my TreasuryDirect account?

You may grant View rights only to a security held in your name to any TreasuryDirect account holder. View/Transact rights may be granted to the second-named registrant of a security with Primary Owner registration. View rights may only be granted to the Beneficiary of a security with that registration. Transact rights allow the second-named registrant, or grantee, to transfer or sell a security, as well as change the maturity and/or interest payment destination.

• Click the ManageDirect tab at the top of the page.
• Select Assign View or Transact rights from the Manage My Securities box.
• On the Assign Rights page, choose the type of security you wish to assign rights for, and click Select.
• On the Assign Rights Summary page, choose the security you wish to assign rights to, and click Select.
• On the Assign Rights Detail page, click the “Add” button at the bottom of the page.
• On the Add Rights page,
  • Enter the grantee’s account number in the Grantee’s TreasuryDirect Account # field.
  • Choose rights you wish to grant (The page will default to View rights only. If you wish to grant Transact rights, choose the appropriate radio button).
  • Click “Select”.

The Assign Rights Summary page will be displayed with a message describing the type of rights granted and the name of the grantee. The message will also advise an e-mail has been sent to the grantee explaining the rights you granted.

Note: View and Transact Rights may also edited or deleted by clicking the “Edit” or “Delete” button at the bottom of the Assign Rights Detail page.

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How do I redeem a security for which I have transact rights?

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Shared Securities, click Redeem a security.
• The Redemption page lists securities in alphabetical order by the last name of the grantor who has given you transact rights. Select the button beside the confirmation number of the security you wish to cash, and click "Submit".
• On the Redemption Request page, either leave the default button selected for Redeem full amount or select the button for Redeem partial amount and enter the desired amount (Note: In a partial redemption, you must redeem at least $25 and leave a value of $25 for the security.)
• If you have more than one bank account listed, select the account you would like to credit with the proceeds from the drop-down box.
• Click "Submit" on the Redemption Request page.
• The Redemption Review page will then be displayed.
  • If any information needs to be changed, click “Edit” and make the changes.
  • Otherwise, click "Submit".
• A Redemption Confirmation page will be displayed to verify completion of the request. You may wish to print a copy of this page for your records.

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How do I receive my tax statement?

An electronic tax statement is created in lieu of a paper statement and is available inside your TreasuryDirect account by the end of January. It’s only available when you have reportable interest for the tax year in question. The account application includes the agreement to accept the tax statement electronically instead of on paper.

Here’s how to retrieve your tax statement:

• Click on the ManageDirect tab.
• Under the heading Manage My Taxes, click the tax year you would like to see.
• On the Taxable Transactions Summary screen you can view your taxable transactions for the year and print the form.
• To see detailed history about each transaction click the button provided.

If you have established Custom accounts, Minor Linked Accounts or a Conversion Linked Account, you must access each account individually using the Manage My Linked Accounts box to retrieve statements for those accounts.

Note: Transfers to another account with the same taxpayer identification number are not displayed because these are not reportable transactions.

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How do I open a custom linked account?

• Click the ManageDirect tab at the top of the page.
• Under the heading Manage My Linked Accounts, click Establish a Custom Linked Account.
• The Establish a Custom Account page will appear.
• Complete the Personalized Account Name field.
• Select Use my Primary E-Mail Address or you may select Enter New E-Mail Address if you wish to use a different email address.
• Select Use my Primary Bank Information to use the primary bank information in your Primary Account or, if you wish to use a different bank, you may select Enter New Bank Information.
• Read the statements under Submission and click "Submit".
• The name for the Custom account, followed by its TreasuryDirect account number, appears in the top right corner of the Account Info page. The two arrows let you know that you're presently viewing the Custom account. To go back to your primary account, click the link above the custom account number.

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