Assigning Savings Bond Beneficiaries

This procedure defines each possible owner, co-owner and beneficiary for savings bonds purchased by an employee.

To assign investment choices

  1. Click the Savings Bond Beneficiaries button, on Employee Benefit Entry (BN31.2), to open Savings Bond Beneficiaries (BN48.1).
  2. Type the code that represents the savings bond owner, co-owner, or beneficiary.
  3. Complete the form using the following guidelines:
    Dependent

    If the owner or beneficiary is the employee's dependent with a record in Dependent (HR13.1), select the dependent.

    Social Number

    If the person is not an employee or a dependent from HR13.1, type the person's social number.

    If you leave this field blank, information will default fromEmployee (HR11.1) or Dependent (HR13.1).

  4. Type the owner or beneficiary's last name, first name and initial in the Name field.
  5. Type the owner or beneficiary's address in the provided fields. If the dependent has a record in Dependent (HR13.1), you can override the address on HR13.1.
  6. Select the Add function.

Related Reports and Inquiries

To Use
List the sequence savings bonds are purchased for owner, co-owners and beneficiaries of savings bonds Savings Bond Sequence Listing (BN248)
Purchase savings bonds

Savings Bond Update (BN140)

Updating Stock Purchases