I'm looking into the mechanics for appointing one or more persons as my POA to enable them to conduct redemptions of my I-Bonds held at Treasury Direct. My objective is to allow one or more persons to have access to my I-Bonds at some future date if I'm cognitively impaired and need the funds for my expenses and/or healthcare. I've found the form Durable Power of Attorney for Securities and Savings Bonds Transactions. Before pulling the trigger, I'd appreciate if anyone who has done this can share the details of how the process works and any issues or problems.
Statistics: Posted by RationalWalk — Fri May 24, 2024 12:45 pm — Replies 0 — Views 100