“We would like to pass on our sincere thanks to the staff of the Third District … They were extremely helpful and professional in assisting us to resolve an issue with the Treasury Department.
In February of 2022, I began helping my in-laws update their financial and personal information by changing from a 30-year-old trust to a will. One of the steps was to change names on I bonds and Treasury Bonds to their given names. I started by sending an email to the Treasury Department requesting instructions for the name change. That was followed by a phone call a week later because I hadn’t received any response to the email. … Here is where the problem started. Both contacts provided numerous forms that would be required, and they were different.
At this point, contacting the Treasury Department became quite difficult. Phone calls were on hold for hours if they were answered at all. … I was concerned as we were dealing with a significant amount of money and a lot of personal and financial information.
I reached out to your office in the Third District to see if help was available there. … At this point I want to mention how professional the past and current staff of this office has been. They answer phone calls, return messages and emails. … The professionalism in the whole office was exceptional. Especially considering my lack of contact with all the other government agencies.
Eventually with [your] assistance, we were able to get an individual in the Treasury Department assigned to us and have a case number provided. … I cannot emphasize enough the professionalism and assistance this office provided us to help with our dealing with the Treasury Department. In total, we redeemed approximately $175,000 in I bonds, transferred $55,000 in Treasury Bonds to their financial advisor, and recovered over $10,000 in missed interest payments. We are so thankful that this money was not needed for health or living requirements.”
Anonymous
Pacific County, WA