User Guide Sections 061 Through 070
User Guide 061
Page Title: ManageDirect® > View/Change Security Questions
What you can do on this page
You can view and change the security questions used for authentication at any time. The answers to the three questions you previously answered appear on the page within editable text boxes. You must answer three of the questions listed below.
- Who was your best friend in high school?
- What was your first pet's name?
- What was your favorite teacher's name?
- What was the first car you owned?
- Who would you most like to meet?
- What is the location of your dream vacation?
- Who is your favorite author?
- What is your favorite movie?
- What is your mother's maiden name?
- You were born in what city?
HELPFUL HINT
As an added security measure, TreasuryDirect may require you to answer one of your three Security Questions when you attempt to perform certain transactions. When prompted to answer a security question, your response must match as you answer here. Failure to answer the question correctly will result in a lock on your account, depending upon the number of attempts you make.
Primary Actions
- Click "Submit" to update your security questions and proceed to ManageDirect with a message stating your security questions have been changed.
- Click "Cancel" to return to ManageDirect.
User Guide 062
Page Title: ManageDirect® > Redemption > Summary
What you can do on this page:
After you select a security type, this page lists all securities currently eligible for redemption. You may select one or more securities to redeem.
If you select multiple securities to redeem in one transaction, the full amount of those securities must be redeemed to the same financial institution. If you request redemption of a single security, you may choose to redeem either part or all of the security.
HELPFUL HINT
You can also redeem shared securities with Transact rights.
Primary Actions
- Choose a security and click "Select" to go to ManageDirect > Redemption Request.
- Click "Cancel" to return to ManageDirect.
User Guide 062A
Page Title: ManageDirect® > Redemption > Summary
What you can do on this page:
After you select a security type, this page lists all securities currently eligible for redemption. You may select one or more securities to redeem.
If you select multiple securities to redeem in one transaction, the full amount of those securities must be redeemed to the same financial institution. If you request redemption of a single security, you may choose to redeem either part or all of the security.
Primary Actions
- Choose a security and click "Select" to go to ManageDirect > Redemption Request.
- Click "Cancel" to return to ManageDirect.
User Guide 063
Page Title: ManageDirect® > Redemption Request
What you can do on this page:
The details of the security you selected for redemption are shown. You can indicate whether you want to redeem the bond for its full amount or a partial amount. When making a partial redemption, you must redeem a minimum of $25.00, while leaving at least $25.00 of the redemption value in the security. A partial redemption includes principal and a proportionate amount of interest. Select a payment destination for your redemption payment deposit from the drop-down list. The request also tells you if it's a security with Transact rights and provides you with the name of the grantor. (Note: Transact rights are not available in entity accounts.)
Primary Actions
- Select full or partial redemption amount and click "Submit" to go to ManageDirect > Redemption Review.
- Click "Cancel" to return to your previous page.
User Guide 064
Page Title: ManageDirect® > Redemption Review
What you can do on this page:
This page provides you with details of the security selected for redemption. You can review the redemption instructions you've provided. You may submit the given instructions or select "Edit" to make changes. The review page also tells you if it's a security with Transact rights and provides you with the name of the grantor. (Note: Transact rights are not available in entity accounts.)
Primary Actions
- Click "Submit" to go to ManageDirect > Redemption Confirmation.
- Click "Edit" to go to ManageDirect > Redemption Request.
- Click "Cancel" to return to your previous page.
User Guide 065
Page Title: ManageDirect® > Redemption Confirmation
What you can do on this page:
On this page, the final details of the requested redemption are displayed. The confirmation also tells you if it's a security with Transact rights and provides you with the name of the grantor. (Note: Transact rights are not available in entity accounts.) If you redeemed a portion of a security, the remaining balance of the security is shown. You should print this page for your records.
HELPFUL HINT
You'll be given a confirmation number for each redemption. The first character will be "R" for Security Redemption. Each confirmation number will be sequentially designated and never repeated for each account number. Increments build from letters AAAA to numbers 9999 for each confirmation number.
User Guide 066
Page Title: ManageDirect® > Add Rights
What you can do on this page:
You have the option to assign the right to view details of a specific security to another TreasuryDirect account holder. Only View rights can be granted to another individual for securities with the Sole Owner registration type. To provide View rights to another account holder (or grantee), you must have the individual's Taxpayer Identification Number and TreasuryDirect account number. By assigning rights, you then become a grantor of the security.
Primary Actions
- Click "Submit" to go to ManageDirect > Assign Rights > Summary. You, as the grantor, will see a message at the top of this page confirming View rights have been granted. The grantee will be sent an e-mail stating View rights were granted by you.
- Click "Cancel" to return to ManageDirect > Assign Rights > Detail.
User Guide 066A
Page Title: ManageDirect® > Add Rights
What you can do on this page:
You have the option to assign the right to view details of a specific security to another TreasuryDirect account holder. Only View rights can be granted to another individual for securities with the Sole Owner registration type. To provide View rights to another account holder (or grantee), you must have the individual's Taxpayer Identification Number and TreasuryDirect account number. By assigning rights, you then become a grantor of the security.
Primary Actions
- Click "Submit" to go to ManageDirect > Assign Rights > Summary. You, as the grantor, will see a message at the top of this page confirming View rights have been granted. The grantee will be sent an e-mail stating View rights were granted by you.
- Click "Cancel" to return to ManageDirect > Assign Rights > Detail.
User Guide 067
Page Title: ManageDirect® > View / Transact Rights
What you can do on this page
If you have been granted View or Transact rights for any securities, an alphabetical listing of grantors and the rights you have been granted are displayed on this page. If you would like to see a summary of securities, choose the grantor's name and click "Select."
Primary Actions
- Choose a radio button for a grantor and click "Select" to go to ManageDirect > View/Transact Rights > Summary.
- Click "Cancel" to return to the previous page.
User Guide 068
Page Title: ManageDirect® > View/Transact Rights > Summary
What you can do on this page:
If you (or a grantor) schedule a security for redemption, it will be displayed with the redemption date in the Status column. Choose a security radio button and click "Select" to view more details.
Primary Actions
- If you have Transact rights for the savings bond, choose a security and click "Select" to go to ManageDirect > Transact Rights > Detail.
- If you have View rights for the savings bond, choose a security and click "Select" to go to ManageDirect > View Rights > Detail.
- If you have Transact rights for a Treasury marketable security, choose a security and click "Select" to go to ManageDirect > Transact Rights for Marketables > Detail.
- If you have View rights for a Treasury marketable security, choose a security and click "Select" to go to ManageDirect View Rights for Marketables > Detail.
- If you choose a Pending Redemption and click "Select", you will go to ManageDirect > Pending Redemptions > Detail.
- Click "Cancel" to go to ManageDirect > View/Transact Rights.
User Guide 069
Page Title: ManageDirect® > Transact Rights for Savings Bonds > Detail
What you can do on this page:
If you've been granted Transact rights for a savings bond, this page will provide you with details, including the name of a grantor.
HELPFUL HINT
If the security is not currently eligible for redemption, the "Redeem" button will not appear.
Primary Actions
- Click "Redeem" to go to ManageDirect > Redemption Request.
- Click "Return" to go back to ManageDirect > View/Transact Rights > Summary.
User Guide 070
Page Title: ManageDirect® > View Rights for Savings Bonds > Detail
What you can do on this page:
If you've been granted View rights for a savings bond, this page will provide you with details, including the name of the grantor.
Primary Actions
- Click "Return" to go back to ManageDirect > View/Transact Rights > Summary .