Series EE savings bonds

E176250

Series EE savings bonds are low-risk, U.S. government-backed savings securities that earn interest over time and are commonly used for long-term, conservative investing and savings goals.

All labels observed (2)

Label Occurrences
Series E savings bond 1
Series EE savings bonds canonical 1

How this entity was disambiguated

Statements (48)

Predicate Object
instanceOf U.S. savings bond ⓘ
debt security ⓘ
backedBy full faith and credit of the United States government ⓘ
canBeSoldOnSecondaryMarket no ⓘ
canBeUsedAsCollateral no, in general ⓘ
canHaveBeneficiary yes ⓘ
canHaveCoOwner yes ⓘ
cannotBePurchasedBy most nonresident aliens without U.S. taxpayer identification ⓘ
commonUse education savings ⓘ
gift for children ⓘ
retirement savings supplement ⓘ
currency United States dollar ⓘ
linked to: US dollar
CUSIPCategory U.S. government savings securities ⓘ
denominationType electronic dollar amount ⓘ
distributionChannel TreasuryDirect online platform ⓘ
linked to: TreasuryDirect
earlyRedemptionPenalty forfeit last 3 months of interest ⓘ
earlyRedemptionPenaltyPeriod first 5 years ⓘ
educationTaxExclusionEligibility may qualify for federal tax exclusion when used for qualified higher education expenses ⓘ
eligiblePurchasers U.S. individuals with Social Security number ⓘ
certain U.S. entities such as trusts and estates ⓘ
finalMaturity 30 years ⓘ
guaranteedValueAt20Years at least double original face value ⓘ
interestAccrualMethod accrues monthly and compounds semiannually ⓘ
interestRateResetFrequency every six months for new issues ⓘ
interestRateSettingAuthority U.S. Treasury ⓘ
interestStopsAfter 30 years ⓘ
interestTaxation exempt from local income tax ⓘ
exempt from state income tax ⓘ
subject to federal income tax ⓘ
interestType fixed rate ⓘ
introducedIn 1980 ⓘ
issuedBy United States Department of the Treasury ⓘ
legacyPurchaseMethod paper through payroll savings (discontinued for new issues) ⓘ
marketability non-transferable ⓘ
maturityType non-marketable savings bond ⓘ
maximumAnnualPurchaseLimitPerSSN $10,000 ⓘ
minimumElectronicPurchase $25 ⓘ
minimumHoldingPeriod 1 year ⓘ
originalMaturity 30 years ⓘ
ownershipForm registered security ⓘ
paperFormAvailability limited to certain reissues and conversions ⓘ
purchaseMethod electronic via TreasuryDirect ⓘ
replaced Series E savings bond ⓘ
riskLevel low ⓘ
safetyCharacteristic principal guaranteed if held to redemption ⓘ
soldAt face value ⓘ
targetInvestorProfile conservative long-term savers ⓘ
taxTimingOption tax on cash basis at redemption or maturity ⓘ

How these facts were elicited

Referenced by (2)

Full triples — surface form annotated when it differs from this entity's canonical label.

TreasuryDirect → offersProduct → Series EE savings bonds ⓘ
Series EE savings bond → replaced → Series E savings bond ⓘ
subject linked to: Series EE savings bonds
linked to: Series EE savings bonds