@Dan How about a post on this?https://www.doctorofcredit.com/gifting-us-treasury-bonds-to-circumvent-10000-limit-i-bonds/amp/
I just noticed this:Which might be an interesting option, as I might be able to do that for a C Corp. that I own, without affecting my personal AGI.
TFB covers it all quite well, linked in the post:https://www.dansdeals.com/points-travel/banking/last-chance-buy-2021-series-savings-bonds-earning-7-12-interest/
Has anyone had to fill out the Treasury Direct account authorization form to get an account opened? If so, how did you get the form certified?
Yes, by the officer in the bank. Pain in the neck, but it works.
When do you need that?
What type of stamp did they use. They can't use a medallion.
Why not?
Medallion is not a signature certification. Used for actual transactions.
Say what?If I want to send a form for standing wire instructions to Fidelity, they ask me to get a medallion signature guarantee.
That's exactly what it was!
Chase shot me down.
Series I Bonds rate in May will be increasing to 9.62%!!Still should be buying in April so that will get 6 months of the 7.12% rate AND 6 months of the 9.62% rate.
How will you get 6 months of a rate if you didnt own it? Dont you only get for that month?!