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User Guide Sections 141 Through 150


User Guide 141

Page Title: ManageDirect® > Establish an Account for a Minor

What you can do on this page

A Minor account is a custodial account that is linked to your Primary account, which you can establish for a child under the age of 18 if you are a parent, natural guardian, or person providing chief support. You may purchase, redeem, receive gift deliveries, and perform other transactions within the account on behalf of the minor. When the minor reaches age 18 and establishes his or her own Primary account, you may de-link the securities from the Minor account to move them to the newly established account.

Select "Use my Primary Account Information" to use the account address and contact information already supplied in your Primary account. You may provide different information if you wish. After establishing a minor 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 or call us at (844) 284-2676. If you wish to add a new bank account, go to ManageDirect and click the Update my Bank Information link for further information.

You may purchase and redeem securities, and receive gifts, on behalf of the minor. Holdings in a Minor account are kept separately from your Primary account. They can only be accessed through your Primary account.

You can even create a customized account name, such as "Ben's College Fund." If you leave the 'Give Your Account a Name' field blank, the account name will default to an abbreviated account name.

In the Submission section you certify:

  • You have provided the minor's correct Taxpayer Identification Number. (This is typically the Social Security Number.)
  • The minor is NOT subject to backup withholding.
  • The minor is a U.S. person.

HELPFUL HINT

You may provide a phone number in the Account Information section as your contact phone number for the Minor account.

Primary Actions

  • Click "Submit" to go to ManageDirect > Establish an Account for a Minor > Review.
  • Click "Cancel" to return to > ManageDirect.

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User Guide 142

Page Title: Account Info for a Minor Account

What you can do on this page:

This page allows you to view and edit the minor's current account information and provides valuable information about the Minor account status. You may also access the minor's Bank Information , Registration List , and Account History from this page.

Primary Actions

  • Click "Bank Information" to go to ManageDirect > Bank Information.
  • Click "Registration List" to go to ManageDirect > Registration List.
  • Click "Edit" to go to Account Info for a Minor Account > Edit.
  • Click "History" to go to History > Account History.

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User Guide 143

Page Title: Account Info for a Minor Account > Edit

What you can do on this page:

This page allows you to edit specific fields within the Minor account.

Please contact us to edit any unavailable fields, such as name or Social Security Number. Only Customer Service can change these fields to maintain the security and accuracy of the account.

Primary Actions

  • Click "Submit" to go to Account Info for a Minor Account and view any updates.
  • Click "Cancel" to return to Account Info for a Minor Account.

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User Guide 144

Page Title: ManageDirect® > Minor Certification

What you can do on this page:

On this page, you must agree with the certification statement displayed in order to continue with your transaction. If you don't agree, click "Cancel" to end your transaction on behalf of the minor.

Primary Actions

  • Click "I Agree" to go to either:
    • ManageDirect > Assign Rights > Summary
    • ManageDirect > Redemption Confirmation
    • ManageDirect > Multiple Redemption Confirmation
    • Current Holdings for Marketables > Detail
    • ManageDirect > Assign Rights for Marketables > Summary
    • ManageDirect > C of I Redemption Confirmation
    • ManageDirect > Transact Rights for Marketables > Detail
  • Click "Cancel" to go to either:
    • ManageDirect > Assign Rights > Summary
    • ManageDirect > Redemption > Summary
    • Current Holdings > Detail
    • ManageDirect
    • ManageDirect > Assign Rights for Marketables > Summary
    • ManageDirect > Transact Rights for Marketables > Detail
    • ManageDirect > Redemption
    • Current Holdings for Marketables > Detail

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User Guide 145

Page Title: ManageDirect® > C of I Redemption Request

What you can do on this page:

You may redeem all or part of your Zero-Percent C of I. Your payment destination must be selected from the list of financial institutions. The payment destination you select will be credited within one business day.

HELPFUL HINT

When purchasing a C of I by debiting your financial institution, the total balance of your C of I will be ineligible for redemption for five business days. This is necessary in the event your C of I purchase request is returned to us by your financial institution. Five business days following receipt of the debit purchase, your funds are once again eligible for redemption.

Primary Actions

  • Click "Submit" to go to ManageDirect > C of I Redemption Review.
  • Click "Cancel" to return to your previous page.

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User Guide 145A

Page Title: ManageDirect® > Payroll Zero-Percent C of I Redemption Request

What you can do on this page:

You may redeem all or part of your Payroll Zero-Percent C of I. You can reach this page from ManageDirect by clicking the Redeem securities link. Your payment destination must be selected from the list of financial institutions. The payment destination you select will be credited within one business day.

HELPFUL HINT

Redemption of your Payroll Zero-Percent C of I does not stop your payroll allotment. You must contact your employer to stop your payroll allotment.

Primary Actions

  • Click the correct radio button to redeem either the full amount or a partial amount. If requesting a partial redemption, enter the amount you choose to redeem.
  • Select a payment destination.
  • Click "Submit" to go to the Redemption Review page.
  • Click "Cancel" to return to your previous page.

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User Guide 146

Page Title: ManageDirect® > C of I Redemption Review

What you can do on this page:

You may review the instructions selected for the redemption of all or part of your Zero-Percent C of I. Your payment destination details are displayed. You may choose to edit the information if it is incorrect. The payment destination you select will be credited within one business day.

HELPFUL HINT

When purchasing a C of I by debiting your financial institution, the total balance of your C of I will be ineligible for redemption for five business days. This is necessary in the event your C of I purchase request is returned to us by your financial institution. Five business days following receipt of the debit purchase, your funds are once again eligible for redemption.

Primary Actions

  • Click "Submit" to go to ManageDirect > C of I Redemption Confirmation.
  • Click "Edit" to make changes on the ManageDirect > C of I Redemption Request page.
  • Click "Cancel" to return to your previous page.

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User Guide 146A

Page Title: ManageDirect® > Payroll Zero-Percent C of I Redemption Review

What you can do on this page:

You may review the instructions selected for the redemption of all or part of your Payroll Zero-Percent C of I. Your payment destination details are displayed. You may choose to edit the information if it is incorrect. The payment destination you select will be credited within one business day.

HELPFUL HINT

Redemption of your Payroll Zero-Percent C of I does not stop your payroll allotment. You must contact your employer to stop your payroll allotment.

Primary Actions

  • Click "Submit" to complete your transaction and display the ManageDirect > Payroll Zero-Percent C of I Redemption Confirmation page.
  • Click "Edit" to make changes on the ManageDirect > C of I Redemption Request page.
  • Click "Cancel" to go to the ManageDirect > Redemption page.

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User Guide 147

Page Title: ManageDirect® > C of I Redemption Confirmation

What you can do on this page:

Your redemption request is complete. View your remaining Zero-Percent C of I security balance at the bottom of the page. Use the ManageDirect tab if you would like to redeem another security. You should print this page for your records.

HELPFUL HINT

You'll be given a confirmation number for each Zero-Percent C of I redemption. The first character will be "W" for Zero-Percent C of I 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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User Guide 147A

Page Title: ManageDirect® > Payroll Zero-Percent C of I Redemption Confirmation

What you can do on this page:

Your redemption request is complete. View your remaining Payroll Zero-Percent C of I security balance at the bottom of the page. Use the ManageDirect tab if you would like to redeem another security. You should print this page for your records.

HELPFUL HINT

You'll be given a confirmation number for each Payroll Zero-Percent C of I redemption. The first character will be "W" for Payroll Zero-Percent C of I 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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User Guide 148

Page Title: History > C of I History > Detail

What you can do on this page:

You can view specific details about each Zero-Percent C of I and Payroll Zero-Percent C of I transaction performed within your account. For some transactions, changes are highlighted and information prior to the change is displayed.

Primary Actions

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

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User Guide 149

Page Title: History > C of I History

What you can do on this page:

You can view a summary of your transaction records for every Zero-Percent C of I and Payroll Zero-Percent C of I transaction in your account. For details about a particular transaction, choose the button next to the one you wish to view and click "Submit".

Primary Actions

  • Choose the radio button for a Zero-Percent C of I transaction and click "Submit" to view the details of that transaction.
  • Click "Cancel" to return to your previous page.

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User Guide 150

Page Title: BuyDirect® > Purchase Review using Zero-Percent C of I

What you can do on this page:

Review your purchase information using Zero-Percent C of I before submitting a request. Just double-check the registration and purchase details. You can select the "Edit" button to return to BuyDirect to make any necessary changes.

Your purchases are generally posted to your TreasuryDirect account within one business day of the purchase date.

HELPFUL HINT

You won't receive paper bonds. All bonds are held electronically in your TreasuryDirect account.

Primary Actions

  • Click "Submit" to complete the purchase and go to the Confirmation page .
  • Click "Edit" to make changes on the BuyDirect page.
  • Click "Cancel" to discontinue the purchase process and go to your previous page.

Other TreasuryDirect pages linked or related to this page:

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