User Guide Sections 311 Through 320
User Guide 311
Page Title: ManageDirect® > De-Link Account Review
What you can do on this page:
Review your request to de-link a Minor account from your Primary account.
By clicking "Submit" you agree to the following:
- You are certifying that you have the authority to perform the de-link transaction on behalf of the Linked account number noted in the transaction.
- You understand the securities in the Linked account will be de-linked from your account and moved to the former minor's Primary account number you provided.
- You understand that it is your responsibility to provide the former minor any tax forms generated by this account. De-linking is neither a taxable event for the Primary account holder nor for the former minor.
The purchase amount of the securities you transfer, deliver as gifts, or de-link to another TreasuryDirect account holder is applied to the recipient’s annual purchase limit in the year the securities are delivered to the recipient’s account. You may purchase up to $10,000 of each security type - EE or I Bonds - per person each calendar year.
HELPFUL HINT
The minor is responsible for any taxable amount that we report on an IRS Form 1099.
User Guide 312
Page Title: ManageDirect® > De-Link Account Confirmation
What you can do on this page:
This confirmation page verifies the Minor account has successfully de-linked and is now inactive. You will no longer be able to perform any transactions in this account. All of your previous records of transactions will be available in History.
You may want to print this page or record this information.
HELPFUL HINT
You will be given a confirmation number for each security and the Zero-Percent C of I that is de-linked. The first character will be "X" for Security De-Linked and "V" for Zero-Percent C of I De-Linked. 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.