e`h ) I in@ZXzX5Dh/P-3E;MlF}.L#1:A!1% )"24# 4/PReX|Q.yf;$BD 8B*c 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. For more information regarding fees and other disclosures, please review our Customer Relationship Summary. 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. Check the background of this firm on FINRA's BrokerCheck. Computershare - Something better to do Parties acting as disbursement agents, such as . Computershare makes gathering your tax information and filing a little easier. To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. 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. Investment histories can be accessed online via the users profile. Registrations on securities do not allow for beneficiaries. Yes. Tenants by the entirety registrationA form of ownership recognized by certain states as an appropriate form of registration for a husband and wife which provides that, except by an act of both holders, neither husband nor wife has a disposable interest in the property during the lifetime of the other. 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 . 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. Corporate When a corporation is the original bondholder. W-9 Form You can visit their website where you will be able to view your account and manage some information, such as updating your address, obtain on-demand statements and confirmation, and a number of other contact details. 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 new account is set up any time there are changes to a registration. Please submit a written request to Computershare Corporate Trust Operations. Please download the form for instructions and fee schedule. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Am I required to obtain a Medallion guarantee on the bond power form? Without this form properly completed, the Fiscal Agent is required by law to backup withhold. Computershare Failure to certify status may subject the holder to NRA tax withholding. What should I do if I find the certificate after it has been replaced? All remaining holders (if applicable) must sign this document. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. 150 Royall Street All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. Affidavit of Domicile Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). 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. 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. Gift bonds can be purchased online, and customers also have the option of printing a gift card. Access the Computershare Corporate Trust reporting portal. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. (See applicable definitions.). 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. The State of Israel Chooses Computershare as Global Fiscal Agent Fi nd answers to common questions with the FAQs on the Investor Center website. You also may want to consider signing up for electronic deposit of interest payments. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. We recommend you contact an attorney for assistance in completing the Affidavit. 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. Assignment Separate from Bond Computershare will request this information directly from the bondholders. 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). Please see prospectuses for more information. Assignment Separate from Bond Form Please review the prospectuses for more information. Businesses. 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? Consult your guarantor institution for its requirements. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Corporate Trust. Customer Relationship Summaryand Reg BI Disclosure View. 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 Is ComputerShare Safe? Or is ComputerShare a Scam? BBB Rating 2023 Failure to certify SSN or TIN may subject the holder to federal tax withholding. Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. How can I change my payment instructions? If the payment is being made to someone other than the registered holder, there may be additional requirements. 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. Attn: Israel Bonds Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. 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. Once complete you can then either open a new account or link an existing account to your profile. 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. Form W-9 Request for Taxpayer Identification Number and Certification If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Certified Death Certificate Certification Document Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. Can I put my bond in a custodial registration for my children or grandchildren? PDF Israel Bonds Redemption Form endstream endobj 345 0 obj <>/OCGs[372 0 R]>>/OpenAction 346 0 R/PageLayout/SinglePage/PageMode/UseThumbs/Pages 342 0 R/Type/Catalog>> endobj 346 0 obj <> endobj 347 0 obj <>/Resources<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/Tabs/W/Thumb 139 0 R/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 348 0 obj <>stream Some of the more common types of ownership include: Individual registration A form of individual ownership. The Medallion stamp must not be dated or notated in any manner. Complaints If youre looking to build the career youve always wanted, were excited to meet you. Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. Attn: Israel Bonds 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. 1996 - 2023 Computershare Limited. Please call a customer service representative at. Contact Us. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online If the bond is held in physical certificate form, the original certificate must be included in the package sent to Computershare (please keep a copy for your records). Please make sure this document is Medallion Guaranteed. If you are signing on behalf of the registered owner, additional documentation may be required. This is not an offering, which can be made only by prospectus. Canton, MA 02021 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. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). 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. If I've recently changed my name, how do I change my registration? This section contains information regarding redeeming Israel bonds under specific circumstances. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. %%EOF Computershare provides confirmation of payment to the purchaser, a confirmation letter to the registered owner (if that person is different than the purchaser) and will mail a book entry notification to the bondholder (or third party if requested) when the bond issues on the issue date. New business inquiries 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. 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. Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. 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. A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. 2023 Development Corporation for Israel. Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. 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. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). Careers Manage your critical securityholder information. Contact information for investors Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Fiscal Agent Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. Data Security No. 150 Royall Street, Suite 101. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . Israel Bonds | Invest in Israel We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. New Users: Please select "First Time Visitor" to create your login credentials now. 888.519.4111Client.Support@israelbonds.com. I live outside of the United States. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. How do I transfer a bond for a deceased tenant? Box 1517Minneapolis, MN 55415. These measures include computer safeguards and secure files. Table of Contents We are here to assist you with your account setup and online purchasing. Computershare accounts are maintained by holder. Authorization for Electronic Funds Transfer Credit 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. 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: The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. Global Entity Management System . 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. To redeem a matured Israel bond in certificate form registered in your name, submit the following: A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. Less than 12 hours Read More This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. Israel Bonds Direct - Computershare Account access. Box 5263 Your guarantor will require proof of your authority to act. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Registered Bonds - Computershare 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. since the first Israeli bond was sold in 1951. Israel bonds are transferable under limited circumstances. Bonds are issued according to the date when your purchase was placed online. 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 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. Physical certificates are offered only to government agencies, pension plans, employee benefit/IRA plans and other financial institutions. All ACH payments are made payable to the State of Israel. | Box 1517Minneapolis, MN 55415. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. 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. A Court Order designating the transfer of the bond. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. EMC endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream The Medallion stamp must not be dated or notated in any manner. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. To contact Computershare directly, please call 1-866-764-3425. 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. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. EMC If I have Power of Attorney for this account, how do I transfer the bond? During this process, you will need to provide a few personal details to validate your authority to access this information. Login or create your login credentials now to securely access your bond portfolio online! 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. All Rights Reserved. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. You will receive payments, statements, and other correspondence from Computershare. To contact Computershare directly, please call 1-866-764-3425. Israel Bonds Direct. How can I transfer the bond on this account? About Us Check the background of this firm on FINRA's Broker Check. 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. Contact Us We are here to assist you with your account setup and online purchasing. No. Small Estate Affidavit or Letters, Assignment Separate from Bond Our system allows the user to purchase for as many people as you wish. We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. Payments will be made according to the instructions on file. 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. Check the background of this firm on FINRA's BrokerCheck. Learn more and download it here. Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. 395 0 obj <>stream 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). 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 The physical certificate (please make a copy of your physical certificate for your personal records). How can I remove the custodian on my account if I am no longer a minor? 110 0 obj <> endobj Your Israel Bonds Privacy Policy 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. 150 Royall Street 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 Privacy Policy | About Us | Terms and Conditions. All Rights Reserved. The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. Learn more about State of Israel Bonds >>, Learn more about rates and how to purchase >>, Privacy Like other bonds, investing in Israeli bonds puts your capital at risk. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. %PDF-1.6 % A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. Please send a written request for a payment change to Computershare Corporate Trust Operations. Current Users: To access your account, please login (at left) with your User ID and Password. Welcome to Computershare The Medallion stamp must not be dated or notated in any manner. Our team Israel Bonds | Development Corporation for Israel | Not Just A Bond. A GEMS. Check the background of this firm on FINRA's BrokerCheck. Please note, Israel bonds have limited transferability. Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. 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 Certified Death Certificate Certification Document DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? 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 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). 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 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. Around here, its more than a job. Can I correct an error on my registration? How to complete this form Print the complete bank account number. 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.

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