Posted by DigiNomad on 20th of Oct 2022 at 10:40 am
Treasury Direct - I have been working with clients on this
issue. Do yourself a favor and don't complete any of the non
mandatory information when you're initially setting it up. They'll
let you put in your DL # and state, expiration date, etc, but it's
not required and I've seen it cause the system to put them on hold
while you send them a notarized paper application....which they say
takes 12 -14 weeks to process (no joke).
Interestingly, if you are in that locked out / hold state,
you can go in and start a new application with the same / identical
SS #...leave out anything but the mandatory parts on the new
application...and it should go through (because of course Gov
didn't hire developers who programmed it to check for an existing
application). I've had 100% success with this method so
far.
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Treasury Direct - I have
Question for your fundamentalvalues - what are the current I-bond ...
Posted by DigiNomad on 20th of Oct 2022 at 10:40 am
Treasury Direct - I have been working with clients on this issue. Do yourself a favor and don't complete any of the non mandatory information when you're initially setting it up. They'll let you put in your DL # and state, expiration date, etc, but it's not required and I've seen it cause the system to put them on hold while you send them a notarized paper application....which they say takes 12 -14 weeks to process (no joke).
Interestingly, if you are in that locked out / hold state, you can go in and start a new application with the same / identical SS #...leave out anything but the mandatory parts on the new application...and it should go through (because of course Gov didn't hire developers who programmed it to check for an existing application). I've had 100% success with this method so far.