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Guardian / Conservator

Transfer and Redemption Requirements

Transfer or redemption of a bond registered to an individual who has a Guardian or Conservator listed on the bond.

In the upper box, locate the transaction you would like performed. Use the numbers following the transaction to refer to the numbered requirements that appear in the lower box. These are U.S. Bank Global Corporate Trust Services requirements to transfer or redeem your bond.

Requirements to perform:

Transfer: 1-5, 9
Transfer upon death of the guardian: 1-3, 5, 6, 8, 9
Transfer upon death of the ward: 1-3, 5-7, 9-11

Payment: 1, 3
Payment upon death of the guardian: 1-3, 6, 8, 9
Payment upon death of the ward: 1-3, 6-7, 9-11

  1. The original bond
  2. Court certified Letters of Appointment dated within 60 days - must be appointed for the estate
  3. A letter of instruction
  4. Endorsement of the Guardian or Conservator, with Medallion Signature Guarantee
  5. Transfer fee, if required
  6. Original Death Certificate or copy with Medallion Signature Guarantee
  7. Court Certified Letter of Testamentary dated within 60 days and listing the bond
  8. Endorsement of the successor guardian, with Medallion Signature Guarantee
  9. W-9 for the new registered holder or payee
  10. Tax Waiver, if applicable, listing the bond
  11. Signature of the Executor of the estate, with Medallion Signature Guarantee

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