1. LawStack
  2. Title 31 - Money and Finance: Treasury
  3. Subtitle B - Regulations Relating to Money and Finance
  4. Chapter II - Fiscal Service, Department of the Treasury
  5. Subchapter A - Bureau of the Fiscal Service
  6. Part 363 - Regulations Governing Securities Held in TreasuryDirect
  7. Subpart C - Book-Entry Savings Bonds Purchased Through TreasuryDirect
  8. Subject Group - Gifts
  9. 31 CFR § 363.97
31 CFR § 363.97
What do I need to know if I transfer a book-entry savings bond to another person as a gift?
July 31, 2023
CFR
Editorial Note on Subchapter A of Chapter II

Editorial Note:

Nomenclature changes to subchapter A appear at 78 FR 60697, Oct. 2, 2013.

Editorial Note on Part 363

Editorial Note:

Nomenclature changes to part 363 appear at 70 FR 57433, Sept. 30, 2005, 70 FR 57442, Sept. 30, 2005, and 75 FR 70815, Nov. 19, 2010.

§ 363.97 What do I need to know if I transfer a book-entry savings bond to another person as a gift?

(a) You must certify online that the transfer is a gift.

(b) You must provide the SSN or EIN of the recipient.

(c) Once the transfer is made, the gift is irrevocable.

(d) The bond will be transferred in the single owner form of registration for individual account owners, and in the entity form of registration for account owners that are entities.

[67 FR 64286, Oct. 17, 2002, as amended at 74 FR 19420, Apr. 29, 2009]

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§ 363.96 What do I need to know if I initially purchase a bond as a gift?
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§ 363.98 § 363.98 [Reserved]

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