Tax Season 2010 Savings Bond Pilot Training Tools

Tax Site Volunteers & Staff – Begin HERE

If you will work at a tax site offering savings bonds in 2009, please view these three presentations:

Module C

Module C: Offering Savings Bonds to Tax Clients

Running Time: about 12 minutes

Bond Coordinators, Asset Specialists & CASH Coaches – Continue HERE

If you will operate the Savings Bond Portal web site, please view the following tutorials

Tutorial 1

Tutorial 1: Savings Bond Portal Overview

Running Time: about 5 minutes

Tutorial 3

Tutorial 3: Bond Portal Administrative Functions

Running Time: about 5 minutes

Tutorial 4

Tutorial 4: Purchasing U.S. Savings Bonds Using Form 8888

Running Time: about 5 minutes


Frequently Asked Questions and Information Sheet

Role Play Scripts

Bond Training Role Play Scripts

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