Bond Education | Glossary

Conditional Puts - Death of Holder

The 'Death Put', also known as 'Survivor Option' or 'Estate Option', is when the issuer is required to buy a bond back at par when the beneficial owner of the bond dies.

Tax Valuation Reports

Access the preliminary information accountants need in the event of death of holder and estate tax filings, i.e IRS Form 706.

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Tax & Accounting - Conditional Puts - Death of Holder

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Tax & Accounting - Conditional Puts - Death of Holder

Understanding Conditional Puts – Death of Holder and How BondView’s Tax Valuation Report

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