Received an email from TD that says " Our records show that your account holds undelivered gift bond(s). To best prepare for coming changes, we recommend delivering your gift bond(s)."
The bond in question is a single Series EE bond that was given to wife as a promo when she purchased a washing machine from Sears some 29 years ago. Maturity date will be 2.1.26, now earning %3.56. The wife has since passed and I am the beneficiary. AI says that most likely I will have to submit a FS Form 5336 and FS Form 1522 along with other documents all certified etc.
According to the TD website, email (as directed) will take 6 months. So would appreciate any tips/guidelines from anybody that has had a similar situation and submission. Tx
The bond in question is a single Series EE bond that was given to wife as a promo when she purchased a washing machine from Sears some 29 years ago. Maturity date will be 2.1.26, now earning %3.56. The wife has since passed and I am the beneficiary. AI says that most likely I will have to submit a FS Form 5336 and FS Form 1522 along with other documents all certified etc.
According to the TD website, email (as directed) will take 6 months. So would appreciate any tips/guidelines from anybody that has had a similar situation and submission. Tx
Statistics: Posted by meebers — Sat Oct 11, 2025 6:46 pm — Replies 0 — Views 57