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Savings Bond Toolkit (Desktop App)Allows you to easily organize and manage a client’s savings bond portfolio.
Category: Financial Planning
Description
Savings Bond Toolkit (SAV) handles valuing all types of Savings Bonds: Series E, Series S, Series EE, Series I, Series H, and Series HH.
It provides an accurate up to date report that will allow you to see the face value, Issue date, owner of the bond, redemption value, interest earned, and final maturity.
Savings Bond Toolkit features:
- Form 1851 (request to reissue US savings bond to a Personal Trust)
- Form 4000 (request to reissue a US savings bond, change name, beneficiary, co-owner, or registration)
- Form 1455 (request by Fiduciary for Reissue of US savings bonds)
The software allows you to keep the bond values automatically up to date by creating a file for each client that you simply open and refresh.
Savings Bond Toolkit is extremely easy to use. Simply enter the bond information, print it, and mail it.
Sample Reports
Version History
Version 2024.10 (Released 05/22/2024)
- Redemption table updated for 5/2024 to 11/2024.
Version 2024.00 (Released 11/20/2023)
- Redemption table updated for 11/2023 to 5/2024.
Version 2023.10 (Released 05/19/2023)
- Redemption table updated for 06/2023 to 11/2023.
- Updated Treasury Forms 1851, 4000, 1455 based on latest form versions.
Version 2023.00 (Released 11/07/2022)
- Redemption table updated for 12/2022 to 05/2023.
Version 2022.10 (Released 5/10/2022)
- Redemption table updated for 06/2022 to 11/2022.
- Updated Treasury Forms 1851, 4000, 1455 based on latest form versions.
Version 2022.00 (Released 11/15/2021)
- Redemption table updated for 12/2021 to 05/2022.
- Added at Support Ticket button on toolbar for quick technical support
Version 2021.10 (Released 05/25/2021)
- Redemption table updated for 06/2021 to 11/2021.
Version 2021.00 (Released 11/9/2020)
- Redemption table updated for 12/2020 to 05/2021.
- Forms 1851 and 1455 have been updated to reflect 2020 form releases.
Version 2020.10 (Released 05/28/2020)
- Redemption table updated for 6/2020 to 11/2020.
- Installation modifications made to improve uninstall/install.
Version 2020.00 (Released 12/1/2019)
- Redemption table updated for 12/2019 to 5/2020.
- New software used for installations.
Pricing
Download now!
Savings Bond Toolkit is priced at $49 for a single initial license, including twleve months of coverage (updates sent in May and November when the redemption tables are updated). Future annual renewal coverage is $36 for a single license.
A current desktop version of Windows is required.
We guarantee your satisfaction with a 30-day money back guarantee.
For multiple licenses or enterprise licensing, please call 803-781-9595.
All Desktop products require the initial purchase of the software and the annual maintenance service fee to remain active and operable. The maintenance service allows your software license to stay current and receive updates, new features, legislative and tax law changes, bug-fixes, etc. Expiration or lapse of your annual maintenance service fees could result in the requirement to purchase a new license of the software.
The pricing includes the initial purchase of one (1) software license and twelve (12) months of complimentary maintenance service. At the expiration of this complimentary maintenance service period (12 months from the date of initial purchase), you will be charged for the first year of annual maintenance service. Your next fee will be assessed exactly one (1) year later and every year after that for your yearly maintenance service.
PRICING SCHEDULE
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Software License of Brentmark Product (1) |
Included In Initial Purchase |
|
Complimentary Maintenance Service (12 Months) |
Included In Initial Purchase |
|
1st Annual Maintenance Service |
Billed 12 Months After Initial Purchase |
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2nd Annual Maintenance Service |
Billed 1 Year from 1st Annual Maintenance Service |
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Additional Annual Maintenance Service |
Billed Yearly from Date of 1st Annual Maintenance Service |
Pricing of Brentmark's products is subject to change without notice. While we make every effort to provide you the most accurate, up-to-date information, occasionally, one or more items on our website may be mispriced. If a product listed is an incorrect price due to typographical, photographic, or technical error or error in pricing information received from our partners or suppliers, Brentmark, Inc. shall have the right to refuse or cancel any orders placed for the product listed at the incorrect price.
If an item's correct price is lower than our stated price, we will notify you of the price error and order cancellation. You may also choose to receive a refund for the difference in the correct price, and the erroneous price you were charged, or alternately have your order canceled and charged the correct price.
Should you have additional questions please Submit a Support Ticket.