Series I savings bonds

E177894

Series I savings bonds are U.S. government savings securities designed to protect against inflation by combining a fixed interest rate with an inflation-adjusted rate.

All labels observed (2)

Label Occurrences
Series I Savings Bonds 1
Series I savings bonds canonical 1

How this entity was disambiguated

Statements (48)

Predicate Object
instanceOf U.S. savings bond
non-marketable security
ageRequirement can be owned by minors with a custodian
backing full faith and credit of the United States government
category retail savings product
country United States of America
surface form: United States
currency US dollar
surface form: United States dollar
denominationType electronic
paper via federal tax refund
earlyRedemptionPenalty forfeit last 3 months of interest if redeemed before 5 years
educationTaxBenefit may be tax-advantaged for qualified higher education expenses
electronicPurchaseLimitPerPersonPerYear 10000 USD
eligibleOwners U.S. individuals
certain trusts and estates
fixedRateDetermination set by U.S. Treasury at time of purchase
giftability can be given as a gift in TreasuryDirect
inflationIndex Consumer Price Index
surface form: Consumer Price Index for All Urban Consumers
inflationRateDetermination based on change in CPI-U over prior six months
interestAccrualFrequency monthly
interestCompoundingFrequency semiannual
interestPaymentMethod accrued and paid at redemption or maturity
interestRateFloor cannot go below 0 percent composite rate
interestRateResetFrequency semiannual
interestStructure fixed rate plus inflation-adjusted rate
interestTaxation exempt from local income tax
exempt from state income tax
subject to federal income tax
interestType compound interest
introductionYear 1998
issueDateDefinition first day of the month in which payment is received
issuer United States Department of the Treasury
marketability non-marketable
maturity 30 years
maximumSingleElectronicBond 10000 USD
minimumElectronicDenomination 25 USD
minimumHoldingPeriod 1 year
ownershipForm registered security
paperPurchaseLimitViaTaxRefundPerYear 5000 USD
purpose encourage long-term saving
protect against inflation
redemptionLocation TreasuryDirect
surface form: TreasuryDirect for electronic bonds

participating financial institutions for paper bonds
regulator Bureau of the Fiscal Service
riskLevel low credit risk
salePlatform TreasuryDirect
transferability non-transferable
useCase inflation hedge
long-term savings

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 I savings bonds
Treasury Inflation-Protected Securities (TIPS) relatedInstrument Series I savings bonds
subject surface form: Treasury Inflation-Protected Securities
this entity surface form: Series I Savings Bonds