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Direct investment application form cashing in your bond

Direct investment application form cashing in your bond 2025

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The document is an application form from Legal & General for cashing in a bond. It emphasizes the importance of consulting a financial adviser before making any decisions, outlines potential consequences of cashing in, such as loss of guarantees and tax implications, and provides instructions for completing the form. It also includes sections for policyholder details, options for cashing in either fully or partially, bank details, and required signatures.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out 'YOUR DETAILS'. Enter your policy number(s) and the names of all policyholders or trustees. Ensure that contact details are accurate for any follow-up communication.
In the 'CASHING IN YOUR BOND' section, select whether you want to cash in all or part of your bond by ticking the appropriate box. If opting for partial cashing, proceed to specify how you wish to do so.
For partial cashing, choose one of the three options provided and fill in the required amounts or number of policies accordingly. Be mindful of potential tax implications as noted in the instructions.
Next, complete 'YOUR BANK DETAILS' with accurate account information where funds will be transferred. Double-check for correctness.
Finally, sign and date the declaration in 'YOUR SIGNATURES'. All policyholders must provide their signatures to authorize the transaction.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (162 Votes)
2016	4.3 Satisfied (30 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What documentation is needed to cash a savings bond?

When you redeem it, youll receive a Form 1099-INT that shows the full amount of interest the bond earned. You can report the interest earned every year. If you do, you can subtract the interest you paid tax on in prior years from your taxable income.

How do I cash out TreasuryDirect bonds?

I cashed some Series E, Series EE, and Series I savings bonds. How do I report the interest? In general, you must report the interest in income in the taxable year in which you redeemed the bonds to the extent you did not include the interest in income in a prior taxable year.

How to cash out i-bonds with TreasuryDirect?

Generally, if youre listed as the registered owner of the savings bond, you should need to bring just the paper bond and one or two current forms of identification to a bank or credit union. If you are the owner or beneficiary of a bond that does not list your current name, youll need proof of your name change.

How do I report cashing in a savings bond on taxes?

You can get your cash for an EE or I savings bond any time after you have owned it for 1 year. However, the longer you hold the bond, the more it earns for you (for up to 30 years for an EE or I bond). Also, if you cash in the bond in less than 5 years, you lose the last 3 months of interest.