User Guide Sections 101 Through 110
User Guide 101
Page Title: ManageDirect® > Add Rights for Savings Bonds
What you can do on this page:
The Add Rights page displays details about a security and allows you to grant View or Transact rights to the second-named registrant of the Primary Owner registration. Transact rights allow the second-named registrant to perform a partial or full redemption of a security. You are only required to enter the grantee's TreasuryDirect account number, because the name and Taxpayer Identification Number are displayed based on the registration.
HELPFUL HINT
If you grant Transact rights to a second-named registrant (grantee), you assume all tax liability for any redemption performed by the grantee.
Primary Actions
- Click "Select" to go to ManageDirect > Assign Rights > Summary. You, as the grantor, will see a message at the top of this page confirming View or Transact rights have been granted. The grantee will be sent an e-mail stating View or Transact rights were granted by you.
- Click "Cancel" to go to (Sole Owner and Primary registrations) ManageDirect > Assign Rights > Detail.
User Guide 102
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View or Transact rights assigned to the second-named registrant of the displayed security. You may delete the current rights displayed, or select the "edit the rights" text link to change the type of rights assigned.
Primary Actions
- Click "Yes" to go to ManageDirect > Assign Rights. You, as the grantor, will see a message at the top of this page confirming View or Transact rights have been deleted. The grantee will be sent an e-mail stating View or Transact rights were removed by you.
- Click "No" to go to (Sole Owner and Primary Owner registrations) ManageDirect > Assign Rights > Detail.
- Click the "edit the rights" text link to go to ManageDirect > Edit Rights.
User Guide 102A
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View or Transact rights assigned to the second-named registrant of the displayed security. You may delete the current rights displayed, or select the "edit the rights" text link to change the type of rights assigned.
Primary Actions
- Click "Yes" to go to ManageDirect > Assign Rights. You, as the grantor, will see a message at the top of this page confirming View or Transact rights have been deleted. The grantee will be sent an e-mail stating View or Transact rights were removed by you.
- Click "No" to go to (Sole Owner and Primary Owner registrations) ManageDirect > Assign Rights > Detail.
- Click the "edit the rights" text link to go to ManageDirect > Edit Rights.
User Guide 103
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View rights assigned to the Beneficiary of the displayed security.
Primary Actions
- Click "Yes" 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 deleted. The grantee will be sent an e-mail stating View rights were removed by you.
- Click "No" to go to (Beneficiary Registration) ManageDirect > Assign Rights > Detail.
User Guide 103A
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View rights assigned to the Beneficiary of the displayed security.
Primary Actions
- Click "Yes" 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 deleted. The grantee will be sent an e-mail stating View rights were removed by you.
- Click "No" to go to (Beneficiary Registration) ManageDirect > Assign Rights > Detail.
User Guide 104
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View rights assigned to the individual you previously chose as grantee. You may delete the current rights displayed, or select the "change the grantee" text link to grant View rights to a different individual.
Primary Actions
- Click "Yes" 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 deleted. The grantee will be sent an e-mail stating View rights were removed by you.
- Click "No" to go to (Sole Owner registration) ManageDirect > Assign Rights > Detail.
- Click the "change the grantee" text link to go to ManageDirect > Edit Rights.
User Guide 104A
Page Title: ManageDirect® > Delete Rights
What you can do on this page:
The Delete Rights page confirms you would like to delete View rights assigned to the individual you previously chose as grantee. You may delete the current rights displayed, or select the "change the grantee" text link to grant View rights to a different individual.
Primary Actions
- Click "Yes" 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 deleted. The grantee will be sent an e-mail stating View rights were removed by you.
- Click "No" to go to (Sole Owner registration) ManageDirect > Assign Rights > Detail.
- Click the "change the grantee" text link to go to ManageDirect > Edit Rights.
User Guide 105
Page Title: ManageDirect® > Edit Rights for Savings Bonds
What you can do on this page:
You may use this page to edit rights granted to a second-named registrant on the displayed security. Transact rights allow the second-named registrant to perform a partial or full redemption of a security.
HELPFUL HINT
If you grant Transact rights to a second-named registrant (grantee), you assume all tax liability for any redemption performed by the grantee.
Primary Actions
- Click "Select" to go to ManageDirect > Assign Rights > Summary. You, as the grantor, will see a message at the top of this page confirming View or Transact rights have been changed. The grantee will be sent an e-mail stating View or Transact rights were changed by you.
- Click "Cancel" to go to (Sole Owner and Primary Owner registrations) ManageDirect > Assign Rights > Detail.
User Guide 106
Page Title: ManageDirect® > Edit Rights
What you can do on this page:
You may change the name of the individual, or grantee, for the displayed security with a Sole Owner registration from this page. The current rights information is listed, but you must enter the new grantee's taxpayer identification number and TreasuryDirect account number to give View rights to a different individual.
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 were granted to a different individual. The grantee will be sent an e-mail stating View rights were granted by you. The original grantee will receive an e-mail stating View rights were removed by you.
- Click "Cancel" takes customer to (Sole Owner and Primary Owner registrations) > ManageDirect > Assign Rights > Detail.
User Guide 106A
Page Title: ManageDirect® > Edit Rights
What you can do on this page:
You may change the name of the individual, or grantee, for the displayed security with a Sole Owner registration from this page. The current rights information is listed, but you must enter the new grantee's taxpayer identification number and TreasuryDirect account number to give View rights to a different individual.
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 were granted to a different individual. The grantee will be sent an e-mail stating View rights were granted by you. The original grantee will receive an e-mail stating View rights were removed by you.
- Click "Cancel" takes customer to (Sole Owner and Primary Owner registrations) > ManageDirect > Assign Rights > Detail.
User Guide 108
Page Title: ManageDirect® > Taxable Transactions Summary
What you can do on this page
Your Taxable Transactions Summary provides you with the opportunity to print IRS Form 1099 (available on or before January 31 of the year following the taxable transactions) for tax reporting purposes, and to view your taxable transactions for the year you selected.
Any partial or full redemptions and/or transfers and interest/maturity payments are listed as reportable events for the selected tax year. Some transactions may also appear as reportable tax events if a second-named registrant with granted Transact rights is the recipient of funds from a security held in your account. (Note: Transact rights are not available in entity accounts.)
Primary Actions
- Click "View your 1099 for tax year ----" to go to Form 1099 (available on or before January 31 of the year following the taxable transactions).
- Click "History" to go to History > Security History > Detail.
- Click "Return" to go back to ManageDirect.
User Guide 109
Page Title: History > Rights History
What you can do on this page:
Rights History gives you a list of securities showing the types of View and Transact rights changes that have occurred to your securities - adding, editing, or deleting rights.
Primary Actions
- Click "Submit" to go to History > Rights History > Detail.
- Click "Cancel" to go to History.
User Guide 110
Page Title: History > Rights History > Detail
What you can do on this page:
This page provides you with more specific information about the View/Transact rights that you have granted for a selected security. Information that has been updated is outlined in a red box, with the corresponding previous entries displayed under Information Prior to Change. Any time rights are added, edited, or deleted, a transaction record showing this change can be viewed in detail here.
Primary Actions
- "Return" takes you to History > Rights History.