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User Guide Sections 081 Through 090


User Guide 081

Page Title: ManageDirect® > 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 to the recipient announcing that you've transferred a security to the recipient's account. You should print this page with your transfer confirmation number for each transfer.

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 084

Page Title: Current Holdings > Pending Redemptions > Detail

What you can do on this page:

As the account holder, account manager, or a grantee with granted Transact rights, you can view details of a scheduled redemption and choose to delete it as long as it's not being processed for payment. Any rights that have been granted are shown with the grantee's name, along with the name of the account holder who initiated the redemption. (Note: Transact rights are not available in entity accounts.)

HELPFUL HINT

The "Delete" button appears only if you have Transact rights for the security that has a pending redemption.

Primary Actions

  • Click "Delete", to go to Current Holdings > Pending Redemptions > Delete
  • Click "Return" to go back to your previous page.

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User Guide 085

Page Title: Gift Box

What you can do on this page:

The Gift Box displays all securities you've currently registered as gifts. You may select a specific security to view the details. You may hold securities in your Gift Box until you're ready to deliver them to the intended recipient(s).

HELPFUL HINT

You must wait five business days after the purchase date to deliver a gift savings bond. The Gift Box is not available within a Minor account.

Primary Actions

  • Select a radio button next to a gift listing and click "Select" to view the gift details.
  • Click "Cancel" to return to the My Account page.

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User Guide 086

Page Title: Gift Box > Detail

What you can do on this page:

You can view the specific information regarding a gift security or actually deliver all or part of the security to the gift recipient.

Primary Actions

  • Click "Deliver" to go to the delivery request process.
  • Click "Return" to go back to the Gift Box.

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User Guide 087

Page Title: Gift Box > Delivery Request

What you can do on this page:

You can submit a request to make a full or partial gift delivery to another TreasuryDirect account owner.

The current value of the security is displayed beside "Deliver full amount" if full delivery is requested. The minimum gift delivery is $25.00. When making a partial gift delivery, you must deliver a minimum of $25.00, while leaving at least $25.00 of the current value in the security. A partial gift delivery includes principal and a proportionate amount of interest. To deliver a security, you must enter the gift recipient's TreasuryDirect account number.

Primary Actions

  • Select full or partial gift delivery and click "Submit" to review your delivery.
  • Click "Cancel" to return to the Gift Box.

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User Guide 088

Page Title: Gift Box > Delivery Review

What you can do on this page:

You may review the details of the gift security and the delivery instructions. At this point, you can complete full or partial gift delivery to the recipient's account. If you wish to make changes, you can return to the Delivery Request page or complete your delivery.

Primary Actions

  • Click "Submit" to deliver the gift and go to the Confirmation page.
  • Click "Edit" to return to the request form to fix incorrect information on your request.
  • Click "Cancel" to discontinue the gift delivery and return to the Gift Box.

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User Guide 089

Page Title: Gift Box > Delivery Confirmation

What you can do on this page:

This page shows the completed gift delivery with a confirmation number, as well as updated security details. You should print this page for your records. An e-mail is sent to the gift recipient announcing the transaction.

HELPFUL HINT

You'll be given a confirmation number for each delivery. The first character will be "D" for Gift Delivery. 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 090

Page Title: ManageDirect® > Transfer > Summary

What you can do on this page:

After you select a security type, this page lists all securities currently eligible for transfer. You may select one or up to 50 securities to transfer at one time. If you select multiple securities to transfer in one transaction, the full amount of those securities must be transferred to a single recipient. If you request the transfer of a single security, you may choose to transfer either part or all of the security.

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 "Select" to go to ManageDirect > Transfer Request.
  • Click "Cancel" to go to ManageDirect.

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Further Reading

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