How to Deliver a Gift Bond in TreasuryDirect

Before walking through the steps, there are a few ground rules worth knowing. The recipient needs to have their own TreasuryDirect account before you can send anything — you can’t deliver a bond to someone who hasn’t set one up yet. There’s also a mandatory waiting period of at least five business days from the date you purchased the bond. And gift bonds can only go to individual accounts, not entity accounts.

Delivering a Gift Bond

1. Log in to your TreasuryDirect account.

2. Go to your Gift Box. The Gift Box tab sits in the upper-right corner of the screen.

3. Select the bond you want to send. Bonds are listed by confirmation number. Click the button next to the right one, then hit Submit.

4. Click Deliver. A detail page will come up showing information about that bond. Click Deliver to move forward.

5. Fill in the delivery details. The Delivery Request page gives you two options:

• Full amount — Paste in the recipient’s TreasuryDirect account number and click Submit.
• Partial amount — Choose Deliver partial amount, type in the dollar value you want to transfer, then enter the recipient’s account number and click Submit. The minimum delivery is $25, and at least $25 has to stay in the bond after the transfer goes through.

6. Review your delivery summary. Look everything over before finalizing. If something’s wrong, click Edit to go back and fix it. If it all looks right, click Submit.

7. Save the confirmation page. Once the transaction goes through, a confirmation page will appear. Print it or save it somewhere — it’s handy to have for your records.