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 US dollar
surface form: United States dollar
CUSIPCategory U.S. government savings securities
denominationType electronic dollar amount
distributionChannel TreasuryDirect
surface form: TreasuryDirect online platform
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 United States Department of the Treasury
surface form: 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 EE savings bonds self-linksurface differs
surface form: 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 bonds replaced Series EE savings bonds self-linksurface differs
subject surface form: Series EE savings bond
this entity surface form: Series E savings bond