Treasury Seeks Input on Easier Bond Inheritance Form
Published Date: 7/2/2025
Notice
Summary
If someone inherits a retirement plan or savings bonds from a loved one who passed away, they can use a simple form to claim them without going through a long court process. The Treasury wants your thoughts on this form to make sure it’s easy and not a hassle. This helps people get their money faster and cuts down on paperwork for everyone.
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Key Dates
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Previous / Next Documents
Previous: 2025-12355, Proposed Collection of Information: Request by Owner or Person Entitled to Payment or Reissue of United States Savings Bonds/Notes Deposited in Safekeeping When Original Custody Receipts Are Not Available
If you own U.S. Savings Bonds or Notes kept safe but lost the original receipt, this proposal makes it easier to request payment or reissue. It affects bond owners and aims to simplify the paperwork process without extra costs or delays. The Treasury wants your feedback to keep things smooth and hassle-free!
Next: 2025-12357, Proposed Collection of Information: Regulations Governing U.S. Treasury Securities-State and Local Government Series
The Treasury Department wants to make it easier for state and local governments to handle paperwork about special U.S. savings bonds made just for them. They’re asking for your thoughts on how to improve the rules and reduce hassle. If you’re part of a government agency or just interested, now’s the time to speak up before the deadline!