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Transfer and Redemption Requirements - Helpful Tips and Important Information

When submitting a bond and documentation for transfer, we recommend using Certified or Registered mail with the U.S. Postal Service. If you wish to insure the bond, we recommend insuring it at 2% of its face value plus $50.00, which is the approximate cost of replacement.

All legal documents (birth and death certificates, Letters of Testamentary, etc.) will be returned.

If you have additional questions or need transfer requirements which are not provided on our web-site, please contact Bondholder Services toll-free at 1 (800) 934-6802. Our Customer Service Representatives are available from 8:00 a.m. to 6:00 p.m. Central Time, Monday through Friday

In addition to the transfer requirements, we suggest you review the following helpful information:
Glossary of Commonly Used Terms
States Requirements for Tax Inheritance Waivers
Offices Issuing Tax Inheritance Waivers
Bond Power
W-9 Form

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