[WSBAPT] Redeeming US Savings Bonds

[Jill H. Sasser]

Josh, my paralegal, Anissa, has recently done extensive work with Treasury Direct and with various institutions re the redemption of bonds and use of Medallion Signature Guarantee.  We’d be happy to chat with you if that would be helpful.

Thanks,
Jill

Jill H. Sasser | Attorney at Law
Landerholm P.S.
805 Broadway Street, Suite 1000
P.O. Box 1086
Vancouver, WA 98666-1086
T: 360-816-2534 T: 503-283-3393 F: 360-816-2535
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Josh Grant
Sent: Monday, September 10, 2018 2:38 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Redeeming US Savings Bonds

That’s interesting Peggi.  It has been awhile since I saw a Medallion Guarantee.  Does their stamp say $500,000 (or whatever level the individual is at) on the stamp?

Josh

Joshua F. Grant
[advocates]
P. O. Box 619
Wilbur, WA 99185
509 647 5578

From: Peggi Moxley<mailto:peggimoxley at gmail.com>
Sent: Friday, September 07, 2018 9:07 AM
To: 'WSBA Probate & Trust Listserv'<mailto:wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Redeeming US Savings Bonds

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> [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<mailto: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
[advocates]
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 & Trust Listserv<mailto:wsbapt at lists.wsbarppt.com>
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_eeredeem.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
[advocates]
P. O. Box 619
Wilbur, WA 99185
509 647 5578
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