Page Title: ManageDirect® > Add Rights for Marketables
What you can do on this page:
The Add Rights page displays details about a marketable security and allows you to grant View or Transact rights to the second-named registrant of the Primary Owner registration. Transact rights allow the second-named registrant to perform a partial or full transfer of a security and edit the maturity and/or interest payment destination(s). You are only required to enter the grantee's TreasuryDirect account number, because the name and Taxpayer Identification Number are displayed based on the registration.
HELPFUL HINTS: If you grant Transact rights to a second-named registrant (grantee), you may be responsible for the tax liability, even if the grantee transfers the security or edits the maturity and/or interest payment destination(s).
- Click "Submit" to go to ManageDirect > Assign Rights for Marketables > Summary. You, as the grantor, will see a message at the top of this page confirming View or Transact rights have been granted. The grantee will be sent an e-mail stating View or Transact rights were granted by you.
- Click "Cancel" to go to (Sole Owner and Primary registrations) ManageDirect > Assign Rights > Detail.