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FE D E R A L R E S E R V E BANK O F DALLAS
F IS C A L A G E N T O F T H E U N IT E D S T A T E S

Dallas, Texas, April 9, 1963

ADDITIONAL INFORMATION CONCERNING TAX ACCOUNT
NUMBERS O N SAVINGS BOND TRANSACTIONS

To All Banking Institutions and Others Concerned
in the Eleventh Federal Reserve District:

The Treasury Departm ent plans to request holders of outstanding Series H and K
savings bonds to furnish taxpayer identification numbers. In the interest of uniformity, the
requirements of the Internal Revenue Service applying to joint accounts will be adhered
to in that the Social Security number of either coowner m ay be furnished for bonds in
coownership form.
The plan will also apply to new purchases of H bonds and reissues of H and K bonds
with the provision th at if the coowners are husband and wife, the husband’s number will
be furnished, and if adult and minor, the number of the adult will be furnished.
This modifies in part the tax identification requirements set out in the Third Amend­
m ent to Departm ent Circular No. 905 and the Fiscal Assistant Secretary’s letter dated
January 21, 1963.

Yours very truly,
W atrous H. Irons
President

This publication was digitized and made available by the Federal Reserve Bank of Dallas' Historical Library (FedHistory@dal.frb.org)