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Partnership

Transfer and Redemption Requirements

Transfer or redemption of a bond registered to two or more people held in partnership.

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: 1-6

Payment: 1, 3
Payment to someone other than the registered holder: 1-4, 6

Requirements:

  1. The original bond
  2. Certified copy of the Partnership Agreement or Certification Stamp. Not required if endorsement includes capacity: i.e. John Doe, General Partner
  3. A letter of instruction
  4. Endorsement by any General Partner (signed in their capacity), with Medallion Signature Guarantee
  5. Transfer fee, if required
  6. W-9 for the new registered holder or payee

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