👪 Adding Beneficiaries | TreasuryDirect
Adding a secondary owner or beneficiary to securities registered in single ownership form is simple in TreasuryDirect. You can edit securities being held in Current Holdings; however, you cannot edit savings bonds held in your Gift Box. Securities in a Conversion Linked account (CLA) must first be transferred to a primary or another linked account in order to add a secondary owner.
Your electronic savings bonds and marketable securities may be registered in your name alone, your name with a secondary owner, or your name with a beneficiary. Each registrant's taxpayer identification number must be shown. Note: Registrations in entity accounts may not name a secondary owner or beneficiary. All securities in an entity account carry a registration identical to the entity account name. Updates made to the registration of a bond will not change the issue date.
1. Log into your primary TreasuryDirect ® account.
- Login By Clicking:
Here
2. Click the ManageDirect tab at the top of the page.
3. Under the heading Manage My Securities click "Edit" a registration.
4. On the Edit Security Registration page, choose the security type you want to edit and click "Select".
5. On the Summary page, choose the security or securities you wish to edit and click "Select" (you may edit up to 50 securities to the same registration).
6. On the Detail page, select the registration containing the secondary owner or beneficiary you desire from the drop-down box. (If you've never created the registration, you can do so by clicking "Add New Registration". Once you've created the new registration, the system will bring you back to the Detail page where you'll find the new registration listed in the drop-down box.) Note: Entity accounts may only have one registration. All securities in an entity account carry a registration identical to the entity account name.
7. Once you've selected the desired registration, click "Submit" to complete the change in registration for the security.
After you've completed steps 1-7 your information will be recorded and saved updating your account to reflect the beneficiary designation process!
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