U.S. Savings Bonds Order Form Instructions

Instructions for Completing the Purchase Order

OWNER OR FIRST-NAMED COOWNER (Bonds registered to).

Type the full name and social security account number (employers use the taxpayer identification number) of the owner or first-named coowner. If this is a gift bond purchase, use the owner's name and social security number (if available). If the owner's social security number is unavailable, use the purchaser's S.S.N. See example below.

Generally, only residents of the United Sates, its territories and possessions may be named on Series EE savings bonds. Bonds may be registered as follows:

Individuals in their own right - The bonds may be issued in the names of individuals (whether adults or minors) in single ownership, coownership, or beneficiary (P.O.D) forms of registration.
Others - Bonds are also available in other forms of registration. Trust forms of registration must be submitted on Form PD F 5263-1.

NOTE: The length of the full name enscribed on a U.S. Savings Bond is limited to 28 characers, spaces included. A suggestion for those with long names is to use an initial for the first name and/or omit the middle initial (i.e. "J T SMITH" or "J SMITH").

2.	BONDS TO BE DELIVERED "CARE OF"
	After "Mail to:" type the name to whom the bonds are to be delivered if different from the owner or first-named coowner shown in 1 above. If the same as in 1 above, leave blank. NOTE: This information will appear on the bond, but does not establish any ownership rights.

3.	ADDRESS WHERE BONDS ARE TO BE DELIVERED.
	In all cases, print the address where the bonds are to be delivered. NOTE: This information will appear on the bond.

4.	COOWNER OR BENEFICIARY
	If you wish to name a coowner or beneficiary on the bonds, select the appropriate radio button to indicate the form of registration desired and type the person's name. If you name a coowner: The bonds may be cashed by either coowner. If you name a beneficiary: The bonds may not be cashed by the beneficiary during the lifetime of the owner. The name of a beneficiary can be eliminated without the beneficiary's consent.

COOWNER OR BENEFICIARY

If you wish to name a coowner or beneficiary on the bonds, select the appropriate radio button to indicate the form of registration desired and type the person's name.

If you name a coowner: The bonds may be cashed by either coowner.
If you name a beneficiary: The bonds may not be cashed by the beneficiary during the lifetime of the owner. The name of a beneficiary can be eliminated without the beneficiary's consent.

5.	BONDS ORDERED.
	Indicate next to the appropriate denomination the number of bonds being purchased. The total price involved for each denomination (no. of bonds multiplied by the issue price) and the total amount of the purchase will be calculated automatically.

	SERIES EE BONDS
	Series EE savings bonds are sold at one half face value (a $100 bond costs $50). The Series EE savings bond is a security that accrues interest (that is, increases in value) until it is cashed or reaches final maturity in 30 years. The "double E" is the successor to the Series E bond (also an accrual bond) that was issued from May 1941 through June 1980. Series EE Bonds earn interest and grow in value as follows: Series EE savings bonds bought on or after May 1, 1997 will earn interest based on 5-year Treasury security yields right from the start. The new rate for EE bonds will be 90% of the average yields on 5-year Treasury securities for the preceding six months. EE bonds increase in value every month, and interest is compounded semiannually. For additional information about Series EE savings bonds, visit www.savingsbonds.gov.

SERIES EE BONDS

Series EE savings bonds are sold at one half face value (a $100 bond costs $50). The Series EE savings bond is a security that accrues interest (that is, increases in value) until it is cashed or reaches final maturity in 30 years. The "double E" is the successor to the Series E bond (also an accrual bond) that was issued from May 1941 through June 1980. Series EE Bonds earn interest and grow in value as follows: Series EE savings bonds bought on or after May 1, 1997 will earn interest based on 5-year Treasury security yields right from the start. The new rate for EE bonds will be 90% of the average yields on 5-year Treasury securities for the preceding six months. EE bonds increase in value every month, and interest is compounded semiannually.

For additional information about Series EE savings bonds, visit www.savingsbonds.gov.

	SERIES I BONDS
	Series I savings bonds are sold at face value (a $100 bond costs $100) and grow with inflation-indexed earnings for up to 30 years. Like Series EE savings bonds, Series I savings bonds are U.S. Treasury securities backed by the full faith and credit of the United States Government. I Bonds will usually increase in value every month, and interest is compounded semiannually. The I Bond earnings rate is set by a combination of two separate rates: a fixed rate of return and a semiannual inflation rate. Each May and November, the Treasury announces a fixed rate of return that applies to all I Bonds issued for the next six months. Also, every May and November, the Treasury determines a semiannual inflation rate based on changes in the Consumer Price Index for all Urban consumers (CPI-U). The semiannual inflation rate is then combined with the fixed rate of an I Bond to determine the bond's earnings rate for the next six months. For additional information about Series I savings bonds, visit www.savingsbonds.gov.

SERIES I BONDS

Series I savings bonds are sold at face value (a $100 bond costs $100) and grow with inflation-indexed earnings for up to 30 years. Like Series EE savings bonds, Series I savings bonds are U.S. Treasury securities backed by the full faith and credit of the United States Government. I Bonds will usually increase in value every month, and interest is compounded semiannually. The I Bond earnings rate is set by a combination of two separate rates: a fixed rate of return and a semiannual inflation rate. Each May and November, the Treasury announces a fixed rate of return that applies to all I Bonds issued for the next six months. Also, every May and November, the Treasury determines a semiannual inflation rate based on changes in the Consumer Price Index for all Urban consumers (CPI-U). The semiannual inflation rate is then combined with the fixed rate of an I Bond to determine the bond's earnings rate for the next six months.

For additional information about Series I savings bonds, visit www.savingsbonds.gov.