Page Title: ManageDirect® > Multiple Transfer Review
What you can do on this page:
This page lists the details of the selected savings bonds and your transfer instructions. If you would like to make changes to the instructions, you can use the "Edit" feature. Clicking "Submit" completes a full transfer of all securities to the recipient's account.
By clicking "Submit" you agree to the following:
- I understand these securities will be removed from my account and transferred to the recipient's TreasuryDirect account.
- I further understand that this transaction may result in a tax liability.
- I also certify that this transfer is for the purpose of making a gift (or in response to a final judgment, court order, divorce decree, or property settlement agreement).
The purchase amount of the securities you transfer, deliver as gifts, or de-link to another TreasuryDirect account holder is applied to the recipient's annual purchase limitation in the year the transaction occurs. (Note: Gifts and de-linking are not available in entity accounts.)
You may purchase up to $10,000 of each security type - EE or I Bonds - per person each calendar year.
- Click "Submit" to go to ManageDirect > Multiple Transfer Confirmation.
- Click "Edit" to go to ManageDirect > Multiple Transfer Request.
- Click "Cancel" to return to ManageDirect > Transfer > Summary.