Some of the more common types of ownership include: Individual registrationA form of individual ownership. The signature of the executor, administrator, or personal representative of the estate on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union) as described on the reverse side of the bond power form. Yes. NEW YORK, Feb. 10 /PRNewswire/ -- Computershare Limited (ASX: CPU), a leading financial services provider for the global securities industry, today announced it has been chosen as the sole Fiscal. To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). pay interest to you, the bondholder, and repay the loan at the end of its term. The transaction will appear on your statement within 3-7 business days. If you are able to obtain a Medallion guarantee, it must be provided by an eligible guarantor institution (Commercial Bank, Trust Company, Securities Broker/Dealer, Credit Union, or Savings Association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the market value of the transaction. 110 0 obj <> endobj 2023 Development Corporation for Israel. Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. This process protects clients using unsecured computers from key logging software that can retain keystrokes on a keyboard for use by others at a later date. Please see prospectuses for more information. Payment for an Israel bond purchased online can be done only via ACH. For all other questions, please review your account by logging in, or by calling the Fiscal Agent, Computershare at 1.866.982.8777 Monday through Friday 8:30 AM to 8:00 PM Eastern Time. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). All rights reserved. Once complete you can then either open a new account or link an existing account to your profile. If more than the number of years equal to the majority age in the state where the minor resides have passed since the issuance of a bond held in custodial form for which a minor was the beneficial owner, no additional supporting documentation need to be provided by the adult bondholder to evidence that he or she has attained the majority age. In this situation each holder owns an undivided interest which, upon the death of one holder, his/her undivided interest passes as such to his heirs or devisees and not to the surviving holder(s). Our team Assignment Separate from Bond. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. This form must be filled out and signed in the name of the minor, using the minors social security number, and signed by the custodian. Acc Number: CTCCSUC-USD1 Acc name: COMPUTERSHARE TRUST COMPANY OF CANADA RE SOI USD CONTRIBUTION ACCOUNT FOR THE PURCHASE OF $ ISRAEL BONDS (Type of Bond) FOR: (NAME OF PURCHASER) For Bonds in Euro: Royal Bank of Scotland London, United Kingdom SWIFT: RBOSGB2LXXX Bic Code: RBOSGB2L IBAN: GB90RBOS16104910001124 Acc Number: CTCCSC-EUR1 Israel bonds are transferable under limited circumstances. We recommend you contact an attorney for assistance in completing the Affidavit. Careers If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. The Medallion stamp must not be dated or notated in any manner. For this reason, the Treasury of the State of Israel has enlisted the assistance of Computershare Trust Company of Canada (CPU) as its Fiscal Agent. You can visit their website where you will be able to We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Check the background of this firm on FINRA's BrokerCheck. The signature(s) on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union) The Medallion stamp must not be dated or notated in any manner. Please make sure this document is Medallion Guaranteed. To contact Computershare directly, please call 1-866-764-3425. Providence, RI 02940-3078. . ASAP. EMC The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. If you are unable to obtain a Medallion guarantee, a Signature Guarantee must be provided by a bank or financial institution having a United States bank correspondent relationship. You may submit the bond for payment no more than thirty (30) days prior to the payment date. If the bond is for someone other than yourself you do not need to provide this information. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. CTSLink Direct. The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. Recently, I wrote about BNY Mellon's inept handling of 2010 1099-OIDs for Israel bonds, my relief that the State of Israel had decided to replace BNY Mellon with Computershare as the fiscal agent for Israel Bonds purchased in the U.S., and my hope that Computershare would be better than BNY Mellon. endstream endobj 116 0 obj <>stream Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Israel bonds are transferable under limited circumstances. What steps do I need to take to change a corporate registration? To redeem a matured Israel bond in certificate form registered in your name, submit the following: Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. Check the background of this firm on FINRA's Broker Check. /Tx BMC Fiscal Agent Member FINRA, Bonding with History: A 70th Anniversary Narrative. You should receive a confirmation within 7 business days. Yes. All Rights Reserved. 150 Royall Street, Suite 101. Please call a customer service representative at 1-800-344-5128 for more information. I live outside of the United States. Learn more about State of Israel Bonds >>, Learn more about rates and how to purchase >>, Privacy Affidavit of Domicile Our system allows the user to purchase for as many people as you wish. Relationship Disclosure Information Privacy Policy 150 Royall Street Many financial institutions offer this service for a fee. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Attn: Corporate Trust OperationsP.O. Instead of the public company maintaining records of shareholders and ownership and managing stock actions like dividend distribution and splits, they rely on the stock transfer agent. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Call State of Israel - Development Corporation for Israel (DCI) at 1-888-519-4111, Monday through Friday from 8:00 AM to 5:00 PM Eastern Time. If the estate was not probated, you may be able to transfer the bond using a Small Estate Affidavit: If applicable, a Small Estate Affidavit would be prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. W-9 Form Customers with linked accounts can also view investments not made online. Small Estate Affidavit or Letters, Assignment Separate from Bond The Medallion stamp must not be dated or notated in any manner. Am I required to obtain a Medallion guarantee on the bond power form? | To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. The interest rate is predicated on when payments are received. To redeem a matured Israel bond that was registered in custodial format/minor now of age, the bondholder who has reached age of majority should submit the following: For bonds with a value equal to or less than $10,000: For bonds with a value equal to or greater than $10,001: Generally, it is not recommended that registrations be in a minor's name alone. 6/2014. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Parties acting as disbursement agents, such as . Clients who have purchased bonds for themselves or individuals who have had bonds purchased for them are considered "bondholders." Bonds owned by these individuals are considered "bond holdings." The general requirements for registering securities in a trust registration include: Yes. The Medallion stamp must not be dated or notated in any manner. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration, the name of the trust or the grantor or in the case of a trust under will, the name of the deceased, and the date of the trust (not applicable for a trust under will). %PDF-1.7 % Computershare Corporate Trust does not provide legal, accounting, or tax advice. since the first Israeli bond was sold in 1951. Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online For all book entry Israel bonds: upon maturity, Computershare Trust Company, the fiscal agent of the State of Israel, will mail the full maturity payment directly to the registered bond holder's address on file. Your signature on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). Please review the prospectuses for more information. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Login or create your login credentials now to securely access your bond portfolio online! Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Open a new account or linking existing accounts to your user profile. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. Development Corporation for Israel (DCI)/Israel Bonds has a strict privacy policy and does not share information with any third parties, other than as required by law or with Computershare, the State of Israels Fiscal Agent. 2023 Israel Bonds Direct. hb``b``:p101BL?M Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. A letter of instruction must also be signed by the adult bondholder in which he or she certifies that he or she has attained the majority age. The physical certificate (please make a copy of your physical certificate for your personal records). Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Israel Bonds Direct Account access Businesses Issuer Online Manage your critical securityholder information GEMS Global Entity Management System The GEMS Solution Manage your cap table and self-administer employee equity plans ASAP Access our Automated Stock Administrator's Portal Corporate Trust CTSLink We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. DCI accounts are by purchaser. Physical certificates are offered only to government agencies, pension plans, employee benefit/IRA plans and other financial institutions. It normally takes 3-5 business days from the time you enter your transaction in our system to the time it is confirmed by Computershare. | A court certified copy of the Letters of Appointment naming the executor, administrator, or personal representative of the estate, dated within 60 days of presentation to the transfer agent (six months in New York and one year in Connecticut). Bonds are issued according to the date when your purchase was placed online. Yes. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanied by a, The executor/administrator or transferee/individual who shall receive the proceedsshould complete this form, If available, please provide, as applicable, the letters testamentary or similar appointment documentation, or small estate affidavit/documentation. Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. Your guarantor will require proof of your authority to act. What should I do if I find the certificate after it has been replaced? Learn more and download it here. F AQ. If you wish to link existing approved accounts, you must call customer service at 888.519.4111. The signature(s) of the successor trustee(s) on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). Please mail (certified) or overnight/ground deliver the required documentation to: Please mail (certified) or overnight/ground delivery the required documentation to: Bonding with History: A 70th Anniversary Narrative, Affidavit of Loss & Indemnity (only if original physical bond is lost), The physical certificate (make a copy of your physical certificate for your personal records), This form must be filled out and signed by, in the name of the minor and signed by the custodian, or. Not all states have passed statutes to allow for TOD registrations. The signature of the registered owner(s) on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream For more information regarding fees and other disclosures, please review our Customer Relationship Summary. These measures include computer safeguards and secure files. Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. If I transfer my bond to a different name registration, will my new account be set up with the same features as my old account? Payments will be made according to the instructions on file. Access the Computershare Corporate Trust reporting portal. Attn: Customer Service We are here to assist you with your account setup and online purchasing. To contact Computershare directly, please call 1-866-764-3425. Account access. Taxation Complaints How do I transfer a bond for a deceased bondholder? W-9 Form You may not use a credit card to purchase Israel bonds. New York, NY 10150-5263, 888.519.4111Client.Support@israelbonds.com. Legal Assignment Separate from Bond Form 888.519.4111Client.Support@israelbonds.com. About Us All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. 150 Royall Street hPGLQ 6x)tLntL{cXzp5HD)(JNC.ySj r d7f exR}Uyifne}aq8>9=>;9p{xyzGb"cB#C|L]FAN0K_ZRWY^l(h264u MvwC`r'^J^n For any registration inaccuracies please send a letter or email requesting the correction to: For address, registration or other corrections, please mail a written request, together with the signature of all registered owners, to: No. Create an online profile (user ID and password), a one-time process. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name. Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. endstream endobj startxref Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. endstream endobj 111 0 obj <>/Metadata 22 0 R/Pages 108 0 R/StructTreeRoot 63 0 R/Type/Catalog>> endobj 112 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]>>/Rotate 0/Type/Page>> endobj 113 0 obj <>/Subtype/Form/Type/XObject>>stream Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. CTSLink. Access our Automated Stock Administrator's Portal. Israel Bonds Direct Account access Businesses Issuer Online Manage your critical securityholder information GEMS Global Entity Management System The GEMS Solution Manage your cap table and self-administer employee equity plans ASAP Access our Automated Stock Administrator's Portal Corporate Trust CTSLink Please submit a written request to Computershare Corporate Trust Operations. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. Computershare accounts are maintained by holder. This is not an offering, which can be made only by prospectus. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. No. Failure to certify SSN or TIN may subject the holder to federal tax withholding. Affidavit of Loss & Indemnity (only if original physical bond is lost). 370 0 obj <>/Filter/FlateDecode/ID[]/Index[344 52]/Info 343 0 R/Length 126/Prev 892346/Root 345 0 R/Size 396/Type/XRef/W[1 3 1]>>stream If you locate a certificate that has already been replaced, please send the original certificate to Computershare Corporate Trust: The information contained in these materials is for your information and is not intended as legal, accounting or tax advice. The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. If the bond is held in certificate form, we suggest you use registered mail, insured for 2% of the current market value of the bond. May I have interest checks electronically deposited? Your guarantor will require proof of your authority to act. Computershare is the only transfer agent offering immediate import of tax-related data to TurboTax for registered shareholders and ESPP participants - providing the same convenience users are accustomed to for their employers' W-2 forms, as well as their bank and brokerage investment account 1099s. How do I transfer a bond for a deceased tenant? A copy of the Power of Attorney document authorizing you to sell, assign, and transfer securities. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ In some cases, it can take up to 10 days for mail to be delivered. %%EOF Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. All ACH payments are made payable to the State of Israel. GEMS. We offer a wide range of services that fulfill our clients unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). How can I transfer the bond on this account? Certified Death Certificate Certification Document This is different from tenancy in common and tenancy by the entirety. Only use the form listed below if bond is lost. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. You have the ability to unsubscribe from future mailings at any time. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). COMPUTERSHARE ATTN: ISRAEL BONDS 150 ROYALL STREET CANTON, MA 02021 DEVELOPMENT CORP FOR ISRAEL CUSTOMER SERVICE PO Box 5263 New York, NY 10150-5263 Rev. All Rights Reserved. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. How can I change my payment instructions? Frequently Asked Questions A signed letter of instruction to the Fiscal Agent (Computershare) explaining your intent, The physical certificate (please make a copy of your physical certificate for your personal records) or, if the bond is in book entry, enclose a copy of the book entry statement, Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. To complete the transfer, Corporate Trust Operations requires the following: We recommend you present the documents described above to your guarantor based on the Securities Transfer Association (STA) Guidelines. If your bond is called, a call notice will be sent to the registered address. The Medallion stamp must not be dated or notated in any manner. Please download the form for instructions and fee schedule. To reinvest your bond/redemption check, please mail it, together with required investment forms, to: As a registered broker-dealer, we are required to follow FINRA regulations, one of which is to verify the identities of our clients in order to prevent fraudulent or illegal activities. Around here, its more than a job. Computershare If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Check the background of this firm on FINRA's BrokerCheck. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. Computershare Tax Operations PO Box 43078 Providence, RI 02940-3078 Please return the completed form to: The Internal Revenue Service (IRS) requires us to withhold taxes for the applicable rate of backup withholding for U.S. persons without a W-9 tax certification who are not otherwise exempt. If you are signing on behalf of the registered owner, additional documentation may be required. Only use the form listed below if the bond is lost: To contact Computershare directly, please call 1-866-764-3425. o contact Computershare directly, please call 1-866-764-3425. No. The signature(s) on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. Please make sure that all signatures are notarized. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. We provide online access to your trust accounts, and you can receive daily or monthly electronic extracts of trust data to download into your internal accounting system. Businesses. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. We ask that you allow 10 days from mailing before requesting a replacement check. hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | Transactions for IRAs or pension funds cannot be made through the online site, as funding for these investments must come from the custodian, IRA or pension fund. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanied by a, The executor/administrator or transferee/individual who shall receive the proceedsshould complete this form, If available, please provide, as applicable, the letters testamentary or similar appointment documentation, or small estate affidavit/documentation, This form must be filled out and signed by the bondholder whose name appears. Your guarantor will require proof of your authority to act. If the bond has matured or is called, Corporate Trust Operations requires the following for payment: Please send written notification of the loss, including CUSIP, bond description, certificate number, and current registration, to Computershare Corporate Trust: Computershare Trust Company, N.A. Box 1517Minneapolis, MN 55415. Please mail (certified) or overnight/ground delivery the required documentation to: Certified Death Certificate Certification Document The signatures of both parties on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). 5 e)J0.)87Hp: n,{2$f$00120d# If we encounter a problem with your transaction, we will contact you to review any questions we may have. We have a dedicated staff of Customer Service representatives ready to answer questions during normal business hours: Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. All book entry notifications will be mailed from the Fiscal Agent, so be sure to look for Computershares return address on the envelope, not Development Corporation for Israel/Israel Bonds. A certified copy of the former minor birth certificate. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Please mail (certified) or overnight/ground deliver the required documentation to: This form is required to affirm the address, at the time of death, of the deceased bondholder. A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. FOR ASSISTANCE WITH NEW BOND PURCHASES:Call State of Israel - Development Corporation for Israel (DCI) at 1-888-519-4111, Monday through Friday from 8:00 AM to 5:00 PM Eastern Time. Computershare, an acknowledged expert in handling this information . Your guarantor will require proof of your authority to act. We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. Your signature on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union) The Medallion stamp must not be dated or notated in any manner. Box 5263 New Users: Please select "First Time Visitor" to create your login credentials now. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Your guarantor will require proof of your authority to act. Without this form properly completed, the Fiscal Agent is required by law to backup withhold. Corporate When a corporation is the original bondholder. Can I put my bond in a custodial registration for my children or grandchildren? You can also purchase Israel bonds using the Israel Bonds app. You will receive payments, statements, and other correspondence from Computershare. Please note, Israel bonds have limited transferability. Fi nd answers to common questions with the FAQs on the Investor Center website. No. Computershare will request this information directly from the bondholders. A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. Gift bonds can be purchased online, and customers also have the option of printing a gift card. This is not an offering, which can be made only by prospectus. Attn: Israel Bonds If the payment is being made to someone other than the registered holder, there may be additional requirements. endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream Box 1517Minneapolis, MN 55415. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Israel Bonds Direct. @~l/N~to0C)ThH~?* . Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.

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