[WSBAPT] Redeeming US Savings Bonds

[Peggi Moxley]

Josh,

 

I call the bank in advance and make sure they have a Medallion Guarantee.
There are different levels of Medallion Guarantee, so you need to make sure
that the Medallion Guarantee is for $500,000.

 

Peggi Moxley

Wenatchee

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Josh Grant
Sent: Thursday, September 06, 2018 4:05 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Redeeming US Savings Bonds

 

We have Medallion  Guarantee in Wilbur.  I was mainly looking for the  best
process. Thanks.

 

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

 

From: Dalynne Singleton <mailto:dalynne at glgmail.com>  

Sent: Thursday, September 06, 2018 3:58 PM

To: WSBA Probate  <mailto:wsbapt at lists.wsbarppt.com> & Trust Listserv 

Subject: [WSBAPT] Redeeming US Savings Bonds

 

Bank of America can provide the medallion.

Go online and you will find instructions for the redemption of US bonds.
https://treasurydirect.gov/indiv/research/indepth/ebonds/res_e_bonds_eeredee
m.htm#how 

 

It is a long process.  It has been many years since I did this but it was
accomplished.

 

Dalynne Singleton

 

Gourley Law Group

Snohomish Escrow

The Exchange Connection

1002 10th Street / PO Box 1091

Snohomish, WA 98291

 

360.568.5065

360.329.4079

360.568.8092  fax

dalynne at glgmail.com <mailto:dalynne at glgmail.com> 

 

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From: wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com>
<wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of Josh Grant
Sent: Thursday, September 06, 2018 3:49 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com
<mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Redeeming US Savings Bonds

 

I am assisting a PR of an estate;  widowed housewife, married to high school
teacher; decedent was a few days short of 106 and was evidently frugal. Not
a taxable estate.

There are about $500,000 of U.S. Savings Bonds: HH; and EE; 

My client learned that whatever he signs to redeem these; he will have to
have his signature Medallion Guaranteed.  He also has been working over the
internet with a bank? back east.

I am wondering what is the best way to redeem hundreds of bonds (they are
paper bonds) and what entity (bank or whatever) is the easiest and best to
work through.

 

Josh

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

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