110 0 obj <> endobj All rights reserved. Corporate Assignment Separate from Bond Form Canton, MA 02021. . Upon the death of either, the property goes to the survivor. Certified Death Certificate Certification Document We ask that you allow 10 days from mailing before requesting a replacement check. Computershare 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. r/Israel on Reddit: Redeeming Israel bonds? 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. 150 Royall Street . Your guarantor will require proof of your authority to act. Municipal Debt 888.519.4111Client.Support@israelbonds.com. 2023 Development Corporation for Israel. Your guarantor will require proof of your authority to act. 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. Issuer Online. Computershare Corporate Trust does not provide legal, accounting, or tax advice. Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. Importing Tax Data from Computershare into TurboTax Some of the more common types of ownership include: Individual registrationA form of individual ownership. COMPUTERSHARE - Israel Bonds Box 1517Minneapolis, MN 55415. Israel bonds are transferable under limited circumstances. Israel Bonds | Development Corporation for Israel | Not Just A Bond. A Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions 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). Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . If you wish to link existing approved accounts, you must call customer service at 888.519.4111. If I have Power of Attorney for this account, how do I transfer the bond? 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 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). Many financial institutions offer this service for a fee. 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. Fi nd answers to common questions with the FAQs on the Investor Center website. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. Form W-9 Request for Taxpayer Identification Number and Certification If we encounter a problem with your transaction, we will contact you to review any questions we may have. Attn: Israel Bonds Your Israel Bonds 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. This company acts as an in-between for investors and firms issuing public equity or stocks. If one or more of the registered holder(s) is unable to sign the request or an authorized person is signing on behalf of the registered holder(s), certified documentation showing the authority to act on behalf of the registered holder will be required. 395 0 obj <>stream Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Check the background of this firm on FINRA's BrokerCheck. 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. The Medallion stamp must not be dated or notated in any manner. | Please mail (certified) or overnight/ground delivery the required documentation to: Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Careers Canton, MA 02021 Please review the prospectuses for more information. Print the bank routing number from your check or savings deposit slip. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. Like other bonds, investing in Israeli bonds puts your capital at risk. Your guarantor will require proof of your authority to act. No. 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). Please send a written request for a payment change to Computershare Corporate Trust Operations. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. 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). If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Bondholders have a number of ways to register their accounts. 150 Royall Street Computershare accounts are maintained by holder. 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. How can I change my payment instructions? Box 5263 Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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). 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. 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Fiscal Agent Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online Login or create your login credentials now to securely access your bond portfolio online! 2023 Israel Bonds Direct. The State of Israel Chooses Computershare as Global Fiscal Agent Box 1517Minneapolis, MN 55415. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. Computershare Corporate Trust Operations will then credit your designated bank account in the amount of your interest payment. Check the background of this firm on FINRA's BrokerCheck. 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). hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ 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). 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. 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. If your bond is called, a call notice will be sent to the registered address. Consult your guarantor institution for its requirements. Access the Computershare Corporate Trust reporting portal. Access the Computershare . What should I do if I find the certificate after it has been replaced? For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. 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. 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. 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. All Rights Reserved. DCI accounts are by purchaser. Registered Bonds - Computershare All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. If the payment is being made to someone other than the registered holder, there may be additional requirements. A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. hYr8. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. AODA Customer Feedback Form Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. This is different from tenancy in common and tenancy by the entirety. If you are signing on behalf of the registered owner, additional documentation may be required. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. 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. You should receive a confirmation within 7 business days. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. New business inquiries 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. The Medallion stamp must not be dated or notated in any manner. No. Once complete you can then either open a new account or link an existing account to your profile. How to complete this form Print the complete bank account number. 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. hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | 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: Are israel bonds a good investment - Global Investor Networking Please call a customer service representative at. At the end of each transaction you will be asked if your purchase is complete or if you would like to purchase for additional bond holders. 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. Generally, it is not recommended that registrations be in a minor's name alone. Please submit a written request to Computershare Corporate Trust Operations. If I've recently changed my name, how do I change my registration? Less than 12 hours Read More Login or create your login credentials now to securely access your bond portfolio online! Assignment Separate from Bond Consult your guarantor institution for its requirements. 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). Check the background of this firm on FINRA's Broker Check. You will receive payments, statements, and other correspondence from Computershare. Payment for an Israel bond purchased online can be done only via ACH. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Attn: Israel Bonds 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 DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. Affidavit of Domicile Form We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. About Us A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. 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. 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. The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? Learn more and download it here. About Us If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. (See applicable definitions.). Manage your critical securityholder information. 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. Please see prospectuses for more information. Canton, MA 02021 Please call a customer service representative at 1-800-344-5128 for more information. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. 1996 - 2023 Computershare Limited. 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. Attn: Israel Bonds Computershare will request this information directly from the bondholders. To redeem an Israel bond due to termination of an IRA/Profit sharing Plan/Keogh Plan in which the bond was held, please submit the following: Please mail (certified) or overnight/ground delivery the required documentation to: EMC All Rights Reserved. Your guarantor will require proof of your authority to act. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. Bonds do not earn interest after the maturity or call date. Data Security We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. /Tx BMC Affidavit of Domicile In some cases, it can take up to 10 days for mail to be delivered. 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. The Medallion stamp must not be dated or notated in any manner. Once complete you can then either open a new account or link an existing account to your profile. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). Welcome to Computershare Customers should check investments and current rates for restrictions pertaining to specific bonds. As to their primary argument -- that Israel has explicitly waived its immunity -- the plaintiffs rely on waivers admittedly contained in two separate documents: (1) a 2010 prospectus issued in the United States in connection with an Israeli bond offering and (2) the fiscal agency agreement ("FAA") between Israel and Computershare related to . However, if your State allows, you can change to a Transfer on Death (TOD) registration. Please read the prospectuses and current rates carefully before investing. 0 CTSLink. All Rights Reserved. A completed W-9 form should be submiited if the account is not already W-9 Certified. Customers with linked accounts can also view investments not made online. 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). Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Frequently Asked Questions 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. Providence, RI 02940-3078. . Complaints This is not an offering, which can be made only by prospectus. ASAP. For any questions regarding IBD, contact Computershare at 866.764.3425. Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. Overnight: Computershare. New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. 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. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? Learn how to register, set up an online profile, and start investing in Israel bonds. 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. We are here to assist you with your account setup and online purchasing. Computershare Contact Us We are here to assist you with your account setup and online purchasing. Please make sure this document is Medallion Guaranteed. /Tx BMC Fiscal Agent - Israel Bonds This section contains information regarding redeeming Israel bonds under specific circumstances. Member FINRA, Bonding with History: A 70th Anniversary Narrative. I live outside of the United States. To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. If youre looking to build the career youve always wanted, were excited to meet you. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. What steps do I need to take to change a corporate registration? To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). 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 Check the background of this firm on FINRA's Broker Check This is different from tenancy by the entirety and joint tenancy. All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). You have the ability to unsubscribe from future mailings at any time. /Tx BMC The names of the individuals for whom you purchased will be saved so that you can easily purchase for them again at a future date. 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. Contact Us. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. We recommend you contact an attorney for assistance in completing the Affidavit. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. This means a financial institution has guaranteed the signature on the document. How can I transfer the bond on this account? You also may want to consider signing up for electronic deposit of interest payments. endstream endobj startxref Assignment Separate from Bond. If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit No. %PDF-1.7 % P.O. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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. Please check with a customer service representative if you are unsure of your state's statutes. Not all states have passed statutes to allow for TOD registrations. Upon the death of the individual, the bond may be subject to probate proceedings. Terms and Conditions. 173 0 obj <>stream Table of Contents New Users: Please select "First Time Visitor" to create your login credentials now. New Users: Please select "First Time Visitor" to create your login credentials now. GEMS. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). The interest rate is predicated on when payments are received. e`h ) I in@ZXzX5Dh/P-3E;MlF}.L#1:A!1% )"24# 4/PReX|Q.yf;$BD 8B*c Call Canada-Israel Securities Limited at 1.866.543.3351, Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 3:00 PM Eastern Time. Israel bonds are transferable under limited circumstances. Statement of Holdings - Israel Bonds Please read the prospectuses and current rates carefully before investing. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. How do I transfer a bond for a deceased tenant? All Rights Reserved. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel 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). endstream endobj 116 0 obj <>stream Can I remove a deceased Trustee from the account? Investment histories can be accessed online via the users profile. You may submit the bond for payment no more than thirty (30) days prior to the payment date. 2023 Development Corporation for Israel. Legal A Court Order designating the transfer of the bond. Israel Bonds | Invest in Israel 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. Bonds are issued according to the date when your purchase was placed online. How do I transfer a bond due to a divorce? 150 Royall Street, Suite 101. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. Failure to certify SSN or TIN may subject the holder to federal tax withholding. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. How to Invest - Israelbondsintl Attn: Customer Service Canton, MA 02021 Check the background of this firm on FINRA's BrokerCheck. 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). 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.
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