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User Guide Sections 131 Through 140


User Guide 131

Page Title: ManageDirect® > Multiple Transfer Request

What you can do on this page:

If you selected more than one savings bond for transfer, this page displays details of those securities. If you select multiple securities to transfer in one transaction, the full amount of those securities must be transferred to a single recipient and will be applied to the recipient's annual purchase limitation in the year the transaction occurs. You may purchase up to $10,000 of each security type - EE or I Bonds - per person (person is either an individual or an entity) each calendar year.

For some transfers, a page will display with a link to a paper form needed to complete your transaction. In this case, you must complete and mail the paper form according to its instructions. Your requested transfer will not be processed until we receive and approve your form.

Primary Actions

  • Click "Submit" to go to ManageDirect > Multiple Transfer Review.
  • Click "Cancel" to return to ManageDirect > Transfer > Summary.

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User Guide 132

Page Title: ManageDirect® > Multiple Transfer Review

What you can do on this page:

This page lists the details of the selected savings bonds and your transfer instructions. If you would like to make changes to the instructions, you can use the "Edit" feature. Clicking"Submit" completes a full transfer of all securities to the recipient's account.

By clicking "Submit" you agree to the following:

  1. I understand these securities will be removed from my account and transferred to the recipient's TreasuryDirect account.
  2. I further understand that this transaction may result in a tax liability.
  3. I also certify that this transfer is for the purpose of making a gift (or in response to a final judgment, court order, divorce decree, or property settlement agreement).

The purchase amount of the securities you transfer, deliver as gifts, or de-link to another TreasuryDirect account holder is applied to the recipient's annual purchase limitation in the year the transaction occurs. (Note: Gifts and de-linking are not available in entity accounts.)

You may purchase up to $10,000 of each security type - EE or I Bonds - per person each calendar year.

Primary Actions

  • Click "Submit" to go to ManageDirect > Multiple Transfer Confirmation.
  • Click "Edit" to go to ManageDirect > Multiple Transfer Request.
  • Click "Cancel" to return to ManageDirect > Transfer > Summary.

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User Guide 133

Page Title: ManageDirect® > Multiple Transfer Confirmation

What you can do on this page:

This page displays updates to the transfer instructions, as well as security details. An e-mail is sent announcing that you've transferred securities to the recipient's account.

You should print this page for your records.

HELPFUL HINT

You will be given a confirmation number for each transfer. The first character will be "T" for Security Transfer. Each confirmation number will be sequentially designated and never repeated for each account number. Increments build from letters AAAA to numbers 9999 for each confirmation number.

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User Guide 134

Page Title: ManageDirect® > Establish a Custom Account

What you can do on this page

A Custom account is an account you establish to meet specific financial goals and is linked to your Primary account. The account offers the same capabilities you enjoy in your Primary account.

Your Custom account uses some of the information already supplied in your Primary account. You can create a customized name, such as "Vacation Fund," for the account. Select "Use my Primary E-mail Address" to use the e-mail address already supplied in your Primary account. You may provide different information if you wish.

After establishing a Custom account, if you wish to add any of the bank accounts listed in your Primary account, click the "Contact Us" link and provide the information. If you wish to add a new bank account, go to ManageDirect and click the Update my Bank Information link.

By clicking "Submit" you agree to the following:

  1. I understand that I am submitting an application for the establishment of a Custom account in TreasuryDirect.
  2. I understand that the terms and conditions contained in 31 CFR part 363 apply to this account.
  3. I understand that I have agreed to accept Form 1099-Substitute electronically instead of on paper for every year a statement is furnished for this account.
  4. I certify that all information provided for this account establishment application, including the financial institution account information, is true, correct and complete.

Primary Actions

  • Click "Submit" to go to Account Info.
  • Click "Cancel" to return to ManageDirect.

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User Guide 134A

Page Title: ManageDirect® > Establish a Custom Account

What you can do on this page

A Custom account is an account you establish to meet specific financial goals and is linked to your Primary account. The account offers the same capabilities you enjoy in your Primary account.

Your Custom account uses some of the information already supplied in your Primary account. You can create a customized name, such as "Vacation Fund," for the account. Select "Use my Primary E-mail Address" to use the e-mail address already supplied in your Primary account. You may provide different information if you wish.

After establishing a Custom account, if you wish to add any of the bank accounts listed in your Primary account, click the "Contact Us" link and provide the information. If you wish to add a new bank account, go to ManageDirect and click the Update my Bank Information link.

By clicking "Submit" you agree to the following:

  1. I understand that I am submitting an application for the establishment of a Custom account in TreasuryDirect.
  2. I understand that the terms and conditions contained in 31 CFR part 363 apply to this account.
  3. I certify that I am authorized to perform transactions for this account.
  4. I understand that I have agreed to accept Form 1099-Substitute electronically instead of on paper for every year a statement is furnished for this account.
  5. I certify that all information provided for this account establishment application, including the financial institution account information, is true, correct and complete.

HELPFUL HINT: You may provide a cell phone number in the Account Information section as your contact phone number for the Custom account.

Primary Actions

  • Click "Submit" to go to Account Info.
  • Click "Cancel" to return to ManageDirect.

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User Guide 135

Page Title: Account Summary for a Custom Account

What you can do on this page:

You may view your Current Securities, Gift Box, and Zero-Percent C of I totals. Click the "View a summary" link to see your most recent purchases, payments, and other activity for your Custom Account.

Use the BuyDirect® tab to purchase securities.

You may purchase up to $10,000 of each savings bond type - EE or I bonds - per person each calendar year.

The minimum purchase amount for a Treasury Marketable Security is $100 with multiples sold in the same increment. The maximum amount for a noncompetitive purchase is $10 million for each security type in a single auction.

HELPFUL HINT: Information at the top right hand corner of the page includes the personalized account name and number for the Primary and Linked account. The Primary account number acts as a text link to return you to the Primary account.

Primary Actions

  • Click "Investor InBox" to check for important messages from TreasuryDirect.
  • Click "Savings Bonds" to view your holdings by Security Type.
  • Click "Zero-Percent C of I" to view your current holdings.
  • Click "View a summary" to see your recent purchases, payments, and other activity for your Custom account.
  • Click "Return to Primary Account" to return to My Account in the Primary account.
  • Click "Treasury Marketable Securities" to view your holdings by security type.

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User Guide 135A

Page Title: Account Summary for a Conversion Account

What you can do on this page:

You may view your Current Securities and Gift Box totals of savings bonds you've converted.

HELPFUL HINT

Information at the top right hand corner of the page includes the personalized account name and number for the Primary and Linked account. The Primary account number acts as a text link to return you to the Primary account.

Primary Actions

  • Click "Investor InBox" to check for important messages from TreasuryDirect.
  • Click "Savings Bonds" to view your holdings by Security Type.
  • Click "View a summary" to see your recent payments and other activity for your Conversion account.
  • Click "Return to Primary Account" to return to My Account in the Primary account.

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User Guide 135B

Page Title: Account Summary for a Minor Account

What you can do on this page:

You may view the minor’s Current Securities and Zero-Percent C of I totals and click the View a summary link to see your most recent purchases, payments, and other activity for the minor's account.

To fund the Zero-Percent C of I, see Learn more about C of I.

For information regarding types of securities in TreasuryDirect, see Learn more about Security Types.

For information regarding the auction of Treasury marketable securities, see Learn more about the Auction Process.

To purchase securities in the name of a minor, use the BuyDirect® tab.

You may purchase up to $10,000 of each savings bond type - EE or I bonds - per person each calendar year.

The minimum purchase amount for a Treasury Marketable Security is $100 with multiples sold in the same increment. The maximum amount for a noncompetitive purchase is $10 million for each security type in a single auction.

Gift Reminder: A Minor account may receive gift deliveries but may not purchase securities with gift registrations.

HELPFUL HINT: Information at the top right hand corner of the page includes the personalized account name and number for the Primary and Linked account. The Primary account number acts as a text link to return you to the Primary account.

Primary Actions

  • Click "Investor InBox" to check for important messages from TreasuryDirect.
  • Click "Treasury Marketable Securities" to view your holdings by security type.
  • Click "Savings Bonds" to view your holdings by security type.
  • Click "Zero-Percent C of I" to view your current holdings.
  • Click "View a summary" to see your recent purchases, payments, and other activity for your Minor account.
  • Click "Return to Primary Account" to return to My Account in the Primary account.

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User Guide 135C

Page Title: Account Summary for a Conversion Account

What you can do on this page

You may view your Current Securities total of savings bonds you've converted.

HELPFUL HINT: Information at the top right hand corner of the page includes the personalized account name and number for the Primary and Linked account. The Primary account number acts as a text link to return you to the Primary account.

Primary Actions

  • Click "Investor InBox" to check for important messages from TreasuryDirect.
  • Click "Savings Bonds" to view your holdings by Security Type.
  • Click "View a summary" to see your recent purchases, payments, and other activity for your Conversion account.
  • Click "Return to Primary Account" to return to My Account in the Primary account.

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User Guide 135D

Page Title: Account Summary for a Custom Account

What you can do on this page:

You may view your Current Securities and Zero-Percent C of I totals, or use Purchase Express to buy additional securities. Click the View a summary link to see your most recent purchases, payments, and other activity for your Custom Account.

Purchase Express allows you to quickly purchase securities using your primary bank information or debit your bank account to fund your Zero-Percent C of I. The product type drop-down box is populated with Series EE Bonds, Series I Bonds, C of I, and each available Treasury marketable security type and term. By using Purchase Express, you are electing to purchase the next available security of the selected product type.

After reviewing Purchase Express Terms and Conditions,

  • Select the Product Type;
  • Fill in the Amount;
  • Check the certification box to agree to the Terms and Conditions; and
  • Click Buy Now.

TreasuryDirect does the rest. The Purchase Express Confirmation page shows all the details of your purchase. (To later view your pending purchase, go to ManageDirect® and click the View/Delete a pending purchase/reinvestment text link.)

To fund your Zero-Percent C of I using Purchase Express, see Learn more about C of I .

Use the BuyDirect® tab to purchase securities with a different financial institution. Please note that all securities in an entity account carry a registration identical to the entity account name.

You may purchase up to $10,000 of each savings bond type - EE or I bonds - per person each calendar year.

The minimum purchase amount for a Treasury Marketable Security is $100 with multiples sold in the same increment. The maximum amount for a noncompetitive purchase is $10 million for each security type in a single auction.

HELPFUL HINT

Information at the top right hand corner of the page includes the personalized account name and number for the Primary and Linked account. The Primary account number acts as a text link to return you to the Primary account.

Primary Actions

  • Click "Investor InBox" to check for important messages from TreasuryDirect.
  • Click "Savings Bonds" to view your holdings by Security Type.
  • Click "Zero-Percent C of I" to view your current holdings.
  • Click "View a summary" to see your recent purchases, payments, and other activity for your Custom account.
  • Click "Return to Primary Account" to return to My Account in the Primary account.
  • Click "Treasury Marketable Securities" to view your holdings by security type.

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User Guide 136

Page Title: Account Activity

What you can do on this page:

View your most recent account activity in five categories:

  • Recent Purchases and Reinvestments
  • Recent Payments to You
  • Pending Purchases, Reinvestments, and Redemptions
  • Gift and Transfer Activity
  • C of I Funding

Date links send you to details of a specific transaction in Security History, C of I History, or Payment History.

To view all your account activity, use the History text link.

Primary Actions

Click "Return" to go back to the previous page.

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User Guide 137

Learn More About Purchase Limitations

Savings Bonds

You may purchase up to $10,000 each of electronic EE and I Savings Bonds, per person (individual or entity), each calendar year. Purchases of any other Treasury securities do not alter the purchase limits for electronic EE and I Savings Bonds. The minimum purchase amount for electronic EE and I Savings Bonds is $25, increasing with penny increments not to exceed $10,000. The purchase amount of the savings bonds you transfer, deliver as gifts, or de-link to another TreasuryDirect account holder is applied to the recipient's annual purchase limitation for the year the transaction occurs. (Note: Gift delivery and de-linking are not available in entity accounts.)

Zero-Percent Certificate of Indebtedness (Zero-Percent C of I or C of I)

There's no limit to the total amount you may hold in your C of I – but remember, this type of security does not earn any interest. Your C of I security is not included in the savings bond or Treasury marketable security purchase limitation. When you choose to withdraw funds from a designated bank account to purchase a C of I, the maximum purchase amount is $1,000 per transaction.

Payroll Zero-Percent Certificate of Indebtedness (Payroll C of I)

There's no limit to the total amount you may hold in your Payroll C of I (used to fund the Payroll Savings Plan) – but this type of security does not earn any interest. Your Payroll C of I security is not included in the savings bond or Treasury marketable security purchase limitation.

Treasury Marketable Securities

You may purchase up to $10 million of each Treasury marketable security type when you bid noncompetitively in an auction through your TreasuryDirect account. Note: No matter what method you use to purchase Treasury marketable securities, you can only bid noncompetitively for a total of $10 million for each security type in a single auction. The minimum purchase amount is $100 with multiples sold in the same increment. The purchase limit of $10 million does not apply to securities issued through reinvestment.

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User Guide 138

Page Title: ManageDirect® > Multiple Redemption Request

What you can do on this page:

The details of the securities you selected for redemption are shown. You can only redeem the full amount of the security when you request multiple securities for redemption. The redemption includes principal and any interest earned. Select a payment destination for your redemption payment deposit from the drop-down list. The payment destination you select should be credited within one business day of the date shown on the summary.

Primary Actions

  • Click "Submit" to go to ManageDirect > Multiple Redemption Review.
  • Click "Cancel" to return to ManageDirect > Redemption > Summary.

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User Guide 139

Page Title: ManageDirect® > Multiple Redemption Review

What you can do on this page:

This page provides you with details of the securities selected for redemption. You can review the redemption instructions you've provided. You may submit the given instructions or select "Edit" to make changes. The payment destination you select should be credited within one business day of the date shown on the summary.

Primary Actions

  • Click "Submit" to go to ManageDirect > Multiple Redemption Confirmation.
  • Click "Edit" to go to ManageDirect > Multiple Redemption Request.
  • Click "Cancel" to return to ManageDirect > Redemption > Summary.

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User Guide 140

Page Title: ManageDirect® > Multiple Redemption Confirmation

What you can do on this page:

On this page, the final details of the securities requested for redemption are displayed.

You may want to print this page for your records.

HELPFUL HINT

You'll be given a confirmation number for each redemption. The first character will be "R" for Security Redemption. Each confirmation number will be sequentially designated and never repeated for each account number. Increments build from letters AAAA to numbers 9999 for each confirmation number.

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