Ee Bond Serial Number

Posted : admin On 12/26/2021
  1. Ee Bond Serial Number Location
  2. Ee Series Bond Serial Number
  3. Serial Bond Pricing
  4. Series Ee Bond Serial Number
  5. Ee Bond Serial Number Example
  6. Where Is A Series Ee Bond Serial Number

For investors in U.S. Savings Bonds - EE and I Bonds - the Savings Bond Wizard was an excellent tool for keeping an accurate inventory and tracking past and current values. But as of June 1, the U.S. Treasury discontinued the Wizard and replaced it with a Savings Bond Calculator, a tool that's a little less user friendly.

The Wizard - a free downloadable program offered by the Treasury - dates all the way back to the Windows 95 era, and it never really changed that 'early PC' look and feel. But it worked (pretty reliably), offering the ability to download updated data for all Savings Bonds.

  1. The number printed there is the bond’s serial number. You can enter the serial number into TreasuryDirect’s online savings bond calculator to find the current value of the bond. In addition, if the bond is lost or destroyed, you can replace it if you have the serial number.
  2. Have you ever wondered how much your U.S. Savings bond is worth? The date you choose; the series of bond; the bond's denomination; the bond serial number; and the bond's issue date. What Are My Series EE Savings Bonds Worth?

Fortunately, you do not need the serial number to how find savings bond numbers if bonds have been destroyed lost can be replaced even don't know 24 oct 2016 read a series i paper certificate.

Now it is gone. Users with the Savings Bond Wizard already installed can still open and view their inventory, but won't be able to update data beyond May 2018. The new tool - the Savings Bond Calculator - is browser-based and duplicates most of the Wizard's functions.

The good news is that all the data you entered into the Wizard can be exported into the new Calculator. It's a fairly simple transaction, but steps along the way can be confusing. So I'm going to offer a step-by-step guide to transitioning from the Wizard to the Calculator.

A last look at the Savings Bond Wizard

Here is a sample file I created with the Savings Bond Wizard, showing how the data are presented. This file is updated through May 2018, but now is closed from getting data from June. Important data include the bond type, original investment, issue date, etc. But you can also see the interest accrued, current value, current interest rate, cumulative historic yield and the final maturity date.

In the Serial Number column, I placed notes showing information about the Savings Bond. Ownership information (Jack or Jill, since couples often have two accounts), plus the fixed rate for each I Bond. The fixed-rate information is crucial when you go to redeem an I Bond at TreasuryDirect. Finding a specific I Bond can be difficult, but this tool gives you the issue date, and that's how TreasuryDirect lists your holdings.

The Wizard places an NE notation for Savings Bonds that haven't yet been held for 1 year and therefore can't be redeemed and a P5 notation for I Bonds not yet held for five years and subject to a three-month interest penalty if redeemed.

At this point, you should make sure your bond listing is up to date, because you are about to stop using the Wizard, forever.

Exporting data out of the Savings Bond Wizard

With the Savings Bond Wizard still open, click on File > Export and save your current data as an *.htm file. Make sure to save this file to a place you can find it later, such as your computer desktop or your main investment folder.

Moving data into the Savings Bond Calculator

Ee Bond Serial Number Location

Find the .htm file you saved and double-click on it. Here is the process for what happens next:

Note that the data have now updated to June 2018 and the balance total has increased from $183,816 in May to $184,302 in June.

Adding bonds to your inventory

This process works exactly like it did in the Savings Bond Wizard, a bit clunky. It pays to do this carefully and double check your work. From the main page of the Savings Bond Calculator:

In this example, I captured myself trying to enter a $10,000 I Bond into the Calculator. That would not work in the old Wizard and it won't work in the Calculator, either. For some reason, the Treasury still believes I Bond purchases are limited to $5,000 a year, and will only let you enter $5,000 at a time. So you have to enter $5,000 twice to reflect a $10,000 purchase.

The same is true for EE Bonds, but it's a little more tricky. If you enter a $10,000 denomination for an EE Bond, the Calculator converts that to a $5,000 issue price because the denomination equals the EE Bond's full value in 20 years. So if you just bought $10,000 in EE Bonds, you'd need to enter two $10,000 denomination transactions. The calculator will list the issue price and current value for each correctly as $5,000.

When you hit enter, the bond is immediately added to your inventory. There is no confirmation screen. So be careful when you take this step.

Ee Series Bond Serial Number

If you make an error - or redeem a bond and you want to remove it - just click on the 'REMOVE' button on the right hand side of the main-page listing.

Saving your updated Calculator file


This step is also a little tricky, and is complicated because every Web browser has different ways of saving files. Treasury Direct has a nice rundown of instructions for widely used browsers. Be aware, however, that Google Chrome and Microsoft Edge are listed as 'not compatible.' Here are the basic steps:

You probably want to change that file name to something more meaningful and make sure to save it to a place you can find it later. One possibility would be to name it 'June 2018 Savings Bonds' ... but make sure to save the file as HTML ONLY. Some browsers will try to save the entire web page - photos and all - and you don't want that.

The Calculator directs you to the printer-friendly page to save, which is basic HTML. It should save cleanly.

Returning to this file in the future

I called my file 'Sample Test File2' and when I double click on it, it sends me to the printable list of my bonds. At this point, I am viewing the file on my computer and nothing has updated. I need to click on the 'RETURN TO SAVINGS BOND CALCULATOR BUTTON' to actually enter TreasuryDirect.

And here is the final result, an updated listing of my Savings Bond holdings in TreasuryDirect, already updated with the Savings Bond Calculator:

A couple of final notes: I noticed that the Calculator eliminated the 'Yield' field, which showed the historic composite yield of the bond since it was issued. I think this number may have confused a lot of users - I've gotten a lot of questions about it over the years. So the Treasury ditched it.

Serial Bond Pricing

Ee Bond Serial Number

Also, during the entire process of writing this article, I never logged into TreasuryDirect. The Calculator is not behind a login wall, which makes it very easy to use. Does that raise security concerns? I'd say the concerns are minimal but others might find this troublesome.

At any rate, I would NOT enter the actual serial number into that column. I think very few people use that column for that purpose, anyway. The other information is fairly generic.

Disclosure:I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Series Ee Bond Serial Number

What is a Series HH Bond

The Series HH bond is a 20-year, non-marketable, savings bond issued by the U.S. government. The Series HH bond pays semi-annual interest based on a coupon rate. This coupon is locked in at a fixed rate for the first ten years, after which the U.S. Treasury resets it for the rest of the bond's life.

Series HH bonds were no longer available for purchase or exchange as of August 31, 2004.

Ee Bond Serial Number Example


The series HH savings bond program was designed with terms that appealed to the long-term investor. During the period when they were available, Series HH bonds were available in denominations ranging from $500 to $10,000 with no capital appreciation potential, but with early redemption and exchange options after six months. Starting in November 1982, Series HH bonds were only available in exchange for Series EE/E bonds or upon reinvestment of matured Series H bonds.

Series HH savings bonds were similar to Series EE savings bonds in some ways. However, any interest earned on Series EE savings bonds is returned to the principal value of the EE bond. That meant that the bondholder would only benefit from the investment gains at bond cashing. In contrast, the Series HH bond paid interest income to bondholders every six months until maturity or redemption, while the principal value of the bond never went up. Payments were made automatically via direct deposit to the bond owner’s account every six months. For this reason, Series HH bonds appealed to risk-averse investors seeking regular income from their investments. Because the Series HH bonds have the baking and full faith and credit of the U.S. government, they were considered a safe investment.

Tax and Investment Implication of Series HH Bonds

Interest on Series HH bonds is exempt from state and local, but not federal, income taxes. Bondholders must file IRS form 1099-INT to report their interest income on their federal tax return.

Where Is A Series Ee Bond Serial Number

Series HH bonds paid a fixed interest rate that was set on the day of purchase and locked in for the next ten years. Once the 10-year locked in rate expired, the coupon rate would fall as low as 1.5% for many Series HH bondholders. Investors should calculate the real return being earned to determine whether holding onto these bonds is the wisest choice, or if the money received in redeeming them could be better utilized in higher yield securities.