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40 Rector Street 12th Floor New York, NY 100061729 tel 2128232020 faxes 2129626130 www.csanyc.org/pages/37/SCHOOL BASED INTERMEDIATE SUPERVISORS INSTITUTE (SB ISI) SERIES I PROGRAM2017 2018 Application(Please
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01
To fill out the Series I Program, follow the steps below:
02
Begin by obtaining the necessary forms from the issuer of the program. These forms are typically available on the issuer's website or can be obtained by contacting their customer service.
03
Carefully read all instructions provided with the forms. Make sure you understand the eligibility criteria, terms, and conditions of the program.
04
Gather the required personal and financial information. This may include your social security number, address, employment details, and bank account information.
05
Complete all sections of the forms accurately and legibly. Pay close attention to any fields that require additional documentation or supporting materials.
06
Review the completed forms for any errors or omissions. Double-check the accuracy of your information to avoid any delays or processing issues.
07
Sign and date the forms as indicated. Some forms may require a witness or notary public to validate your signature.
08
Make copies of all completed forms and supporting documents for your records.
09
Submit the filled out forms and any required payment or fees to the issuer. Follow the instructions provided regarding submission methods (mail, online, in-person, etc.).
10
Keep track of the submitted forms and payment. You may want to consider sending them through certified mail or obtaining proof of delivery.
11
Wait for confirmation from the issuer regarding the acceptance and processing of your Series I Program application. This may take some time, so be patient.
12
If approved, keep track of your program account statements, tax forms, and any important updates or changes from the issuer.
13
Follow any additional instructions provided by the issuer regarding the management and redemption of your Series I Program investment.
14
Remember, it is always advisable to consult with a financial advisor or expert before participating in any investment program.

Who needs series i program?

01
The Series I Program is suitable for individuals who are looking for a low-risk investment option with a potential for long-term growth and protection against inflation.
02
It may be particularly attractive to those who prioritize capital preservation and are concerned about the eroding effects of inflation on their savings.
03
Investors who prefer a reliable and predictable return, compounded semiannually, may find the Series I Program appealing.
04
Additionally, individuals who are interested in diversifying their investment portfolio and want to allocate a portion of their savings to U.S. Treasury securities may consider participating in the Series I Program.
05
Ultimately, the decision to participate in the Series I Program should be based on an individual's financial goals, risk tolerance, and understanding of the program's terms and conditions. It is recommended to consult with a financial advisor or expert to determine if this program aligns with your investment objectives.
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Series I program is a savings bond program offered by the US Treasury Department.
Individuals, corporations, and other entities can participate in the series I program.
You can purchase series I bonds online through the TreasuryDirect website.
The purpose of the series I program is to encourage savings and investment in a safe and secure government bond.
You must provide your social security number, address, and bank account information to purchase series I bonds.
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