Forums Support Library SAV – Savings Bond Toolkit Report Section

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    • Kathleen Reynolds
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      Post count: 428

      Use the Reports section to prepare results for printing. A portion of the Reports section appears below. To format reports, click the Report Options button that appears at the bottom of the window. To print reports, click the Print Reports button that appears at the bottom of the window. You will not receive a confirmation prompt after you click Print Reports.

      Print

      • Entire Portfolio Click this radio button to print a report that includes all bonds in a portfolio.
      • Interest Earning (Not Matured) Bonds Click the Interest earning (not matured) bonds radio button to print a report of interest earning bonds. Select the types of interest earning bonds to include in the report:
        • Redeemable or Exchangeable Bonds Click this check box to print a report that includes bonds that are eligible for redemption or exchange. Bonds are eligible for redemption or exchange after an appropriate number of months after their issue dates.

        • Non-Redeemable Bonds Click this check box to print a report that includes interest-earning bonds that are non-redeemable bonds. Bonds issued prior to 2/2003 cannot be redeemed if they’ve been held for less than six months. Bonds issued after 1/2003 must be held at least 12 months before being redeemed.

      • Matured Bonds Click the Bonds radio button to print a report of matured bonds. Select the types of Matured Bonds to include in the report:

        • Exchangeable Bonds Click this check box to print a report that includes matured bonds that are exchangeable. Series E, EE, and S bonds are exchangeable for Series HH bonds six months after their issue dates and up to one year after their final maturity dates (the date at which a bond stops earning interest).

        • Non-Exchangeable Bonds Click this check box to print a report that includes matured bonds that are not exchangeable. Bonds are non-exchangeable within the first six months of their issue dates and one year after their final maturity dates (the date at which a bond stops earning interest).

      • Tax Exempt for Education If bond owners meet certain qualifications and they use their Series EE and I bonds for educational tuition, the Series EE and I bonds may qualify for tax exemption. Click this radio button to print a report of bonds that may be eligible for tax exemption.

      • Reissued Check Box A check mark in this box indicates that a bond has been reissued. You can click the check box at any time to mark a bond as reissued. Or if you have used the forms section to reissue a bond, and you have indicated that the program should mark the bond as reissued, this check box is selected, and a label appears bearing the form number and the date of re-issuance.

      • Redeemed Check Box If the Selected Bond has been redeemed, sold, or cashed-in, you can select the Redeemed check box. When you select the Redeemed check box, the bond remains in the portfolio, but the program removes the bond’s value from the report totals.

      • Bond Series¬†Select the Bond Series. The program handles Series E, S, EE, I, H, and HH bonds. Note: If you enter a valid Serial Number, the program automatically enters the Bond Series and the Face Value of the bond.

      • Issue Date Enter the bond Issue Date in month/year format. You may also use the up and down arrows to select a date. The dates in parentheses indicate the range of valid issue dates for the current Bond Series and Face Value.

      • Print Reports By Ownership (Include Bonds Belonging To) You can print reports according to Ownership. For example, if you want to print reports for all of the beneficiaries in a portfolio, click the Beneficiary radio button. Then from the Beneficiary list, click All. Or you may want to print reports for a single Co-Owner in a portfolio. In this case, click the Co-Owner radio button. Then from the Co-Owner list, click the name of the particular Co-Owner for whom you want to print reports. The image here displays a case in which the program will print reports for all Owners in the portfolio.

       

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