Savings Bond University - Available Courses
| Course |
Objectives |
| Savings Bond Features and Benefits |
After completing this course you should:
- Understand the different features of savings bonds
- Understand the benefits of owning bonds
- Know about specific occasions for which people buy savings bonds
|
| Methods of Purchase |
After completing this course you should:
- Be able to define the different methods used for buying bonds
- Understand how to fill out a bond purchase application
- Know how to send applications to the Treasury Retail Securities Site, both manually and electronically
|
| Bond Registration |
After completing this course you should:
- Be able to define differences between registration options
- Understand I Bond registration limits
- Understand how to register bonds for minors
- Know who's eligible to own a bond
- Understand how to handle registrations for fiduciaries, public organizations, associations, and public bodies
|
| Redeeming |
After completing this course you should:
- Know why people redeem savings bonds
- Know the 3 forms of identification that can be used when redeeming savings bonds
- Know which bonds you can redeem, and which bonds you need to send to the Treasury Retail Securities Site
- Understand rules for redeeming bonds owned by minors
- Know where to get PD P 0022, The Guide for Cashing Savings Bonds
|
| Lost Bonds |
After completing this course you should:
- Be able to explain the difference between bonds that are lost and bonds that haven't been received
- Understand who should process these types of transactions, the Treasury Retail Securities Site and/or Public Debt
- Know what to tell a customer who has not received a bond or lost a bond
- Be familiar with the forms needed to search for/replace a bond that was lost or not received
|
| Reissuing |
After completing this course you should:
- Be able to understand reissue transactions and help customers complete the right forms
- Be able to identify authorized reasons for reissue
- Be able to identify the right reissue form for the situation
- Understand and be able to explain which reissue transactions are subject to tax reporting
|
| I Bond Earnings Rates |
After completing this course you should:
- Be familiar with the current Series I Bond earnings rate, and know where to find current savings bond rates
- Know how many years Series I Bonds earn interest
- Know how Series I Bond earnings rates are determined
|
| Series EE Interest Rates |
After completing this course you should:
- Be familiar with the current Series EE Bond interest rate, and know where to find current savings bond rates
- Know how many years Series EE Bonds earn interest
- Know how Series EE Bond interest rates are computed
|
| Series HH Interest Rates |
After completing this course you should:
- Be familiar with the current Series HH Bond interest rate, and know where to find current savings bond rates
- Know why Series HH Bonds are called current income securities
- Know how often Series HH Bonds pay interest
- Know the effect of owning Series HH Bonds on a bond owner's taxes
|
| Education Feature |
After completing this course you should:
- Understand the differences between the two types of education savings programs
- Know how to help customers register their bonds to get the best tax breaks
- Recognize customers who might benefit from educational tax breaks
- Determine what forms customers need to utilize the education program
|
Back to Savings Bond University Home
