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Delete Name Field in the Redemption Agreement

Delete Name Field in the Redemption Agreement and eSign it in minutes

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is the difference between sole and primary on TreasuryDirect?

Sole Owner: Only one individual is named as owner and can cash the EE or I Bond. Primary Owner (with Secondary Owner): Two individuals names are recorded for the EE or I Bond in TreasuryDirect, separated by the word WITH. For example, John Smith SSN 123-45-6789 WITH Mary Smith SSN 987-65-4321.

How do I delete an agreement in Salesforce?

Delete a Sales Agreement In a sales agreements record, select Delete on the header. Click Delete to confirm your action. You can only delete a sales agreement that doesnt have any active orders associated with it. Note All account product forecast records linked to a deleted sales agreement are also deleted.

How do you designate beneficiaries on I bonds?

You simply register ownership in your name, followed by the words payable on death to and the name of your beneficiary. The beneficiary must be a person, not an organization. (31 C.F.R. Parts 315.6 and 353.6.)

Can husband and wife have one TreasuryDirect account?

You and your spouse are each permitted to open a TreasuryDirect account. If you choose to include your wife on bonds you purchase, it is commonly referred to as a with registration. You would be the primary owner and your wife would be the secondary owner.

Can I name a beneficiary on my TreasuryDirect account?

Once in your TreasuryDirect account, the bond will be registered in your name alone. You can then add either a secondary owner or beneficiary. Once you have a TreasuryDirect account, you can convert other paper bonds you own to electronic bonds.

What is the difference between sole owner and primary owner in TreasuryDirect?

Sole Owner: Only one individual is named as owner. Primary Owner (with Secondary Owner): Two individuals names are recorded for the security in TreasuryDirect, separated by the word WITH. For example, John Smith SSN 123-45-6789 WITH Mary Smith SSN 987-65-4321.

What is the difference between individual and entity account TreasuryDirect?

An Individual Account may be opened in your name. An Entity Account may be opened by an individual, known as an account manager, who is authorized to act alone on behalf of an entity, or on behalf of an organization in its role as legal representative, legal guardian, or trustee.

What does primary owner mean in TreasuryDirect?

Primary Owner - A Primary Owner type of registration denotes the first-named registrant in the registration of a security held in TreasuryDirect (e.g., registered John Doe SSN 123-45-6789 WITH Joseph Doe SSN 987-65-4321).

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