Forget to add an IBond beneficiary or joint owner when you bought your IBonds? This video – How To Add An I Bond Beneficiary (Step By Step Tutorial) | I Bond Beneficiary Vs Joint Owner – will walk you through in detail:

✔ How to add an I Bond Beneficiary (plus how to change an I Bond beneficiary)
✔ How to add an I Bond Joint Owner
✔ What you, your IBond Beneficiary and/or IBond Joint Owner need to do AFTER you add them (yes, it’s always a bit more complicated than you’d expect)
✔ What happens upon IBond owner death?

IBond Secondary Owner is the term that TreasuryDirect uses to refer to IBond Joint Owners Or IBond Coowners.

Having an IBond beneficiary or IBond joint owner/ IBond secondary owner protects everyone involved when an IBond owner dies (including avoiding the lengthy, costly process of probate) so watch on to see how you can keep your IBonds in the right hands if something were to happen to you!


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