Savings Bond Toolkit

|||Savings Bond Toolkit
Savings Bond Toolkit2019-02-18T15:08:18+00:00
Savings Bond Toolkit

The Nation’s Most Robust Savings Bond Portfolio Management Software

Allows you to easily organize and manage a client’s savings bond portfolio. User-friendly features make Savings Bond Toolkit a top choice for financial institutions and advisors.

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AREAS OF CALCULATION

  • Series E
  • Series S
  • Series EE
  • Series I
  • Series H
  • Series HH

Key Features of Savings Bond Toolkit

  • Automatically fills in and prints:

    • Form 1851: Request to Reissue United States Savings Bond to a Personal Trust
    • Form 4000: Request to Reissue United States Savings Bond (change name, beneficiary, co-owner or registration)
    • Form 1455:  Request by Fiduciary for Reissue of United States Savings Bonds/Notes
  • updated redemption tables every 6 months
  • easy to use
  • updated to maintain compliance with all new laws and regulations
  • easy downloadable updates come right to your email with a one-click install
“This program is so user friendly! It has made valuing those dreaded savings bonds an easier task. Having form 1851 included has made it so easy to transfer these bonds into the trust and has saved my practice hours!”
Attorney, Pittsburgh, PA
Estate Planning Tools Software

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