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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Nibbler who wrote (44850)11/6/2005 10:44:43 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
My brother successfully set up an TD in joint names. He just provided his information as the primary. I don't think it's a problem, but keep us posted on your (or anybody else) experienceS.



To: Nibbler who wrote (44850)11/6/2005 7:34:46 PM
From: Amy J  Respond to of 110194
 
Nibbler, here's how you do a joint account:

1) Sign up exactly as RussWinter suggested at:

treasurydirect.gov

2) After you sign yourself up, click on

"Manage Direct » Registration List » Add

Click on "Primary Owner" to add your 2nd person below:

Registration Information
Sole Owner Primary Owner Beneficiary

First-Named Registrant
(Type your name here if you want to be the primary contact)

Second-Named Registrant: (Required for Primary Owner and Beneficiary registrations only.)
(This is where you add the 2nd person.)

If one is married it's better to use the Primary option (so you both have access), but if one is single it's better to use the beneficiary option (where they get it only after your death).

Regards,
Amy J