If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). 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. During this process, you will need to provide a few personal details to validate your authority to access this information. W-9 Form 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. This is not an offering, which can be made only by prospectus. A certified copy of the former minor birth certificate. 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. You will receive payments, statements, and other correspondence from Computershare. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. No. May I have interest checks electronically deposited? To contact Computershare directly, please call 1-866-764-3425. Bonds do not earn interest after the maturity or call date. Many financial institutions offer this service for a fee. 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). This includes the use of security technology such as requiring a client to enter certain information with the click of a mouse, instead of using the keyboard. Privacy Policy Affidavit of Domicile Box 5263 The signature of the authorized officer on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). You also may want to consider signing up for electronic deposit of interest payments. You will receive payments, statements, and other correspondence from Computershare. The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. 173 0 obj <>stream Your guarantor will require proof of your authority to act. Generally, it is not recommended that registrations be in a minor's name alone. Custodial registrationA form of ownership that can be established for a person who has not attained the age of majority as defined in the laws of their state of residence. Box 1517Minneapolis, MN 55415. DCI does not disclose non-public personal information about its clients except as permitted by law (see "How is provided information utilized?"). endstream endobj startxref Attn: Israel Bonds Check the background of this firm on FINRA's BrokerCheck. In order to change the payment instructions on file, Corporate Trust Operations requires the following: Please contact a customer service representative at 1-800-344-5128. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. F-PdT2we)$'v57xVR%v'&oR 1BZ.\.VF @ x%wBF4("jja+QXa_h_#lsiT0iPr%i.wvMtKw#RNP`d 9wHy;qxR&DNo!{?bHP7Cvspvtzx|?/,FGL5M [eS-uYzmXpNnFA_[O{(XXN0'SS|C"Bc"cT^>tc\ 0 z Yes. Fi nd answers to common questions with the FAQs on the Investor Center website. If the bond is held in physical certificated form, the original certificate must be included in the package sent to Computershare (please keep a copy for your records). Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. The interest rate is predicated on when payments are received. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Once complete you can then either open a new account or link an existing account to your profile. Customers with linked accounts can also view investments not made online. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Israel bonds are transferable under limited circumstances. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. New Users: Please select "First Time Visitor" to create your login credentials now. To contact Computershare directly, please call 1-866-764-3425. All Rights Reserved. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. endstream endobj startxref Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. If less than the numbers of years equal to the majority age have passed since the issuance of the bond, the adult bondholder must provide a copy of passport, drivers license or his or her birth certificate to evidence that he or she has attained the majority age. The maturity date is printed on the face of each bond and on each interest check you receive. 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. Any existing account details, such as wire instructions, must be restated in the letter of instructions. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. This means a financial institution has guaranteed the signature on the document. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. If I've recently changed my name, how do I change my registration? Investment histories can be accessed online via the users profile. Without this form properly completed, the Fiscal Agent is required by law to backup withhold. About Us Issuer Online. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. Please check with a customer service representative if you are unsure of your state's statutes. 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. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? 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. Corporate Assignment Separate from Bond Form Small Estate Affidavit or Letters, Assignment Separate from Bond Certified Death Certificate Certification Document To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). Account access. Global Entity Management System . Upon the death of either, the property goes to the survivor. 1996 - 2023 Computershare Limited. Complaints All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. Customer Relationship Summaryand Reg BI Disclosure View. Affidavit of Loss & Indemnity (only if original physical bond is lost). Around here, its more than a job. Payments will be made according to the instructions on file. If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. 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. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act. Computershare %%EOF DCI restricts access to nonpublic personal information to employees, consultants, service providers, companies affiliated by common ownership or control and the State of Israels fiscal agent who need to know the information to provide products and services and to process transactions on behalf of our customers. All remaining holders (if applicable) must sign this document. If the bond is for someone other than yourself you do not need to provide this information. Yes. A certified copy of the death certificate. Israel Bonds Direct. How can I change my payment instructions? 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). Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal, Computershare > Corporate Trust > Registered Bonds. Consult your guarantor institution for its requirements. To redeem a matured Bank Leumi certificate, the certificate owner should submit the following: Please mail (certified) or overnight/ground deliver the required documentation to: 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). The general requirements for registering securities in a trust registration include: Yes. Print the bank routing number from your check or savings deposit slip. We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. 150 Royall Street Your guarantor will require proof of your authority to act. 150 Royall Street Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Development Corporation for Israel is a Broker Dealer which is a member of FINRA (Financial Industry Regulatory Authority) and follows industry standards when it comes to protecting our client's information. The request must be signed by all holder(s) and notarized. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. 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. Attn: Corporate Trust OperationsP.O. 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. 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." A completed W-9 form should be submiited if the account is not already W-9 Certified. Manage your critical securityholder information. Bonds are issued according to the date when your purchase was placed online. /Tx BMC A Corporate Secretary's certificate, dated within six months prior to the date of transfer is printed to the transfer agent, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). Once registered, you can view holdings, change your bondholder account address, certify tax ID numbers and more by using IBD. 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. 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. Taxation I didn't submit my investment in time; can I get the . All bonds are issued on the 1st and 15th of the month after purchase. Corporate Trust. Privacy Policy | About Us | Terms and Conditions. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. 888.519.4111Client.Support@israelbonds.com. 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. All rights reserved. An Inheritance Tax Waiver Stamp within the signature section of the bond power form certifying no Inheritance Tax Waiver is required or you must submit a completed, signed, and notarized. Your guarantor will require proof of your authority to act. 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. 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. Please send a written request for a payment change to Computershare Corporate Trust Operations. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. How do I transfer a bond for a deceased bondholder? This form must be signed by every remaining bondholder. 6/2014. 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. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online 141 0 obj <>/Filter/FlateDecode/ID[<1616C71D38FEE8469E71C4A083509131><0669B5B099C1AC4B9DC23FAE7DAC32D5>]/Index[110 64]/Info 109 0 R/Length 124/Prev 122969/Root 111 0 R/Size 174/Type/XRef/W[1 2 1]>>stream ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). Please read the prospectuses and current rates carefully before investing. 5 e)J0.)87Hp: n,{2$f$00120d# If the payment is being made to someone other than the registered holder, there may be additional requirements. 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). You can also purchase Israel bonds using the Israel Bonds app. Upon the death of the individual, the bond may be subject to probate proceedings. You should receive a confirmation within 7 business days. Can I correct an error on my registration? Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. This is different from tenancy by the entirety and joint tenancy. We are here to assist you with your account setup and online purchasing. What should I do if I find the certificate after it has been replaced? The Medallion stamp must not be dated or notated in any manner. This section contains information regarding redeeming Israel bonds under specific circumstances. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). 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). Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. All rights reserved. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . Privacy Policy %PDF-1.6 % A copy of the Power of Attorney document authorizing you to sell, assign, and transfer securities. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. . Canton, MA 02021, Affidavit of Domicile Form This is different from tenancy in common and joint tenancy. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ 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. Current Users: To access your account, please login (at left) with your User ID and Password. 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. 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). To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. The Medallion stamp must not be dated or notated in any manner. 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. Member FINRA, Bonding with History: A 70th Anniversary Narrative. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Affidavit of Domicile How to complete this form Print the complete bank account number. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. 150 Royall Street This form must be signed by every bondholder. 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). | Upon the death of one joint owner, the survivor(s) are entitled to the entire property. The bonds will be issued pursuant to a fiscal agency agreement, dated as of February 3, 2010, as amended, between the State of Israel, Computershare Inc. and Computershare Trust Company, N.A. 110 0 obj <> endobj 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. To redeem an Israel bond registered in a joint tenancy (ownership by two or more individuals) where one of the co-owners has died, the surviving bondholder should submit the following: Only use the form listed below if the bond is lost. Only one beneficiary can be designated per registration. %PDF-1.7 % 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). If youre looking to build the career youve always wanted, were excited to meet you. The Medallion stamp must not be dated or notated in any manner. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. hb``b``:p101BL?M New York, NY 10150-5263, 888.519.4111Client.Support@israelbonds.com. 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. Can I remove a deceased Trustee from the account? Our system allows the user to purchase for as many people as you wish. In some cases, it can take up to 10 days for mail to be delivered. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. This is different from tenancy in common and tenancy by the entirety. The W-9 is required to certify a U.S. resident's taxpayer identification number (social security number) so that any income received by the bondholder is properly reported to the U.S. Internal Revenue Service. 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. EMC 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. W-9 Form A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. All Rights Reserved. Assignment Separate from Bond Bondholders have a number of ways to register their accounts. Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. Businesses. Check the background of this firm on FINRA's Broker Check. @~l/N~to0C)ThH~?* . Canton, MA 02021 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). Please call a customer service representative at. Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. 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. AODA Customer Feedback Form Access the Computershare Corporate Trust reporting portal. With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO, RMBS and top 3 in ABS and Investment Grade Debt. 2023 Development Corporation for Israel. Access our Automated Stock Administrator's Portal. Once complete you can then either open a new account or link an existing account to your profile. I live outside of the United States. Registrations on securities do not allow for beneficiaries. 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. If you are requesting that the redemption check be issued in a manner other than how the bond is registered, please call Client Support at 888.519.4111 so the necessary instructions can be provided to you. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. Yes. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. 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: The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. Our team You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. Box 1517Minneapolis, MN 55415. For all other questions, please review your account by logging in, or by calling the Fiscal Agent, Computershare at 1-866-764-3425 Monday through Friday 9 AM to 7 PM Eastern Time. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. If your bond is called, a call notice will be sent to the registered address. Please mail (certified) or overnight/ground delivery the required documentation to: Please make sure that all signatures are notarized. You have the ability to unsubscribe from future mailings at any time. 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. endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream A new account is set up any time there are changes to a registration. How do I transfer a bond due to a divorce? Please submit a written request to Computershare Corporate Trust Operations. Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Assignment Separate from Bond Form This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. Gift bonds can be purchased online, and customers also have the option of printing a gift card. Your guarantor will require proof of your authority to act. If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. If you are signing on behalf of the registered owner, additional documentation may be required. Your guarantor will require proof of your authority to act. 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.
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