Israel Bonds | Development Corporation for Israel | Not Just A Bond. A Your guarantor will require proof of your authority to act. Affidavit of Domicile W-9 Form Certified Death Certificate Certification Document Israel Bonds | Invest in Israel 173 0 obj <>stream Login or create your login credentials now to securely access your bond portfolio online! 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. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Current Users: To access your account, please login (at left) with your User ID and Password. Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. GEMS. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Information for Tax Filing Access the Computershare Corporate Trust reporting portal. Data Security 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). | 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. This form must be signed by every remaining bondholder. since the first Israeli bond was sold in 1951. Can I remove a deceased Trustee from the account? Please check with a customer service representative if you are unsure of your state's statutes. Attn: Customer Service 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. %%EOF Relationship Disclosure Information Customer Relationship Summaryand Reg BI Disclosure View. Account access. 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. Computershare | Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. r/Israel on Reddit: Redeeming Israel bonds? 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. Can I put my bond in a custodial registration for my children or grandchildren? 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). 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. Customers with linked accounts can also view investments not made online. Jacubovich v. Israel, 397 F. Supp. 3d 388 | Casetext Search + Citator Please call a customer service representative at. P.O. 110 0 obj <> endobj Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. Authorization for Electronic Funds Transfer Credit Terms and Conditions. Box 1517Minneapolis, MN 55415. Once registered, you can view holdings, change your bondholder account address, certify tax ID numbers and more by using IBD. 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). Some of the more common types of ownership include: Individual registration A form of individual ownership. 5 e)J0.)87Hp: n,{2$f$00120d# Customer Relationship Summaryand Reg BI Disclosure View. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). Your guarantor will require proof of your authority to act. EMC Tenants by the entirety registrationA form of ownership recognized by certain states as an appropriate form of registration for a husband and wife which provides that, except by an act of both holders, neither husband nor wife has a disposable interest in the property during the lifetime of the other. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | What steps do I need to take to change a corporate registration? Computershare Assignment Separate from Bond. We are here to assist you with your account setup and online purchasing. This is not an offering, which can be made only by prospectus. 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. 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. No. A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. Overnight: Computershare. A Court Order designating the transfer of the bond. Israel bonds are transferable under limited circumstances. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Computershare Providence, RI 02940-3078. . hbbd``b` }@H0qAJ m R$VXAD; 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. All bonds are issued on the 1st and 15th of the month after purchase. Municipal Debt 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. If you are signing on behalf of the registered owner, additional documentation may be required. All ACH payments are made payable to the State of Israel. W-9 Form Israel Bonds Direct. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. Affidavit of Domicile 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. Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. DevelopmentCorporation for Israel Yes. Contact Us. 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 certificate form, the original certificate must be included in the package sent to Computershare (please keep a copy for your records). No. During this process, you will need to provide a few personal details to validate your authority to access this information. Check the background of this firm on FINRA's BrokerCheck. 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. 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 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. Our team You may submit the bond for payment no more than thirty (30) days prior to the payment date. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. Check the background of this firm on FINRA's Broker Check. 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 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. Welcome to Computershare This is different from tenancy by the entirety and joint tenancy. Open a new account or linking existing accounts to your user profile. All others receive book entry notification. Assignment Separate from Bond Your guarantor will require proof of your authority to act. 150 Royall Street 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 How do I report non-receipt of a certificate? 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). 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. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. W-9 Form 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). 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. All web transactions are secured and encrypted with HTTPS. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. 6/2014. 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: Less than 12 hours Read More You will receive payments, statements, and other correspondence from Computershare. Assignment Separate from Bond Form DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Please make sure this document is Medallion Guaranteed. 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). 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). To contact Computershare directly, please call 1-866-764-3425. 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." Israel Bonds Direct - Computershare Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. 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. 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 due to a divorce? For more information regarding fees and other disclosures, please review our Customer Relationship Summary. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . Contact Us We are here to assist you with your account setup and online purchasing. (See applicable definitions.). Please send a written request for a payment change to Computershare Corporate Trust Operations. A certified copy of the death certificate. Check the background of this firm on FINRA's Broker Check Failure to certify status may subject the holder to NRA tax withholding. Computershare will request this information directly from the bondholders. Gift bonds can be purchased online, and customers also have the option of printing a gift card. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Canton, MA 02021, Affidavit of Domicile Form We ask that you allow 10 days from mailing before requesting a replacement check. These measures include computer safeguards and secure files. In some cases, it can take up to 10 days for mail to be delivered. All Rights Reserved. How can I transfer the bond on this account? 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. Investors should consider the investment objectives, risks and expenses carefully before investing in 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. 2023 Development Corporation for Israel. 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. 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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 Learn more about State of Israel Bonds >>, Learn more about rates and how to purchase >>, Privacy 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). This is not an offering, which can be made only by prospectus. Not all states have passed statutes to allow for TOD registrations. 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. Form W-9 Request for Taxpayer Identification Number and Certification We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online Please read the prospectuses and current rates carefully before investing. 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 . Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. Registered Bonds - Computershare 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. 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). You can visit their website where you will be able to Israel bonds are transferable under limited circumstances. If you are using a savings account, contact your financial institution forthe routing number. Table of Contents Current Users: To access your account, please login (at left) with your User ID and Password. We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. 150 Royall Street The request must be signed by all registered holder(s.) 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), please contact Bondholder Communications at 1-800-344-5128 for further required documentation. /Tx BMC Attn: Israel Bonds The Medallion stamp must not be dated or notated in any manner. Computershare makes gathering your tax information and filing a little easier. Access the Computershare . Physical certificates are offered only to government agencies, pension plans, employee benefit/IRA plans and other financial institutions. Failure to certify SSN or TIN may subject the holder to federal tax withholding. Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. Upon the death of the individual, the bond may be subject to probate proceedings. Privacy Policy A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. %PDF-1.7 % How do I transfer a bond for a deceased tenant? Tenants in common registrationA form of ownership that occurs when two or more individuals hold a bond. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. A new account is set up any time there are changes to a registration. All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). 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. 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 Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. New business inquiries All Rights Reserved. Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). The physical certificate (please make a copy of your physical certificate for your personal records). 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. 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. Fiscal Agent - Israel Bonds Am I required to obtain a Medallion guarantee on the bond power form? Canton, MA 02021 New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. Attn: Israel Bonds How to complete this form Print the complete bank account number. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. 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. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. 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 hYr8. Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. Canton, MA 02021. . Consult your guarantor institution for its requirements. Certified Death Certificate Certification Document Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. Customers should check investments and current rates for restrictions pertaining to specific bonds. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Taxation Once complete you can then either open a new account or link an existing account to your profile. MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. Your guarantor will require proof of your authority to act. Is ComputerShare Safe? Or is ComputerShare a Scam? BBB Rating 2023 150 Royall Street, Suite 101. 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). Box 1517Minneapolis, MN 55415. Attn: Israel Bonds . Israel Bonds Direct - Computershare Registrations on securities do not allow for beneficiaries. 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 Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. Create an online profile (user ID and password), a one-time process. Investment histories can be accessed online via the users profile. Box 1517Minneapolis, MN 55415. 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. The maturity date is printed on the face of each bond and on each interest check you receive. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Attn: Israel Bonds The Medallion stamp must not be dated or notated in any manner. Corporate When a corporation is the original bondholder. Check the background of this firm on FINRA's BrokerCheck. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). EMC 150 Royall Street Affidavit of Domicile Form Once complete you can then either open a new account or link an existing account to your profile. During this process, you will need to provide a few personal details to validate your authority to access this information. %PDF-1.6 % W-9 Form No. New Users: Please select "First Time Visitor" to create your login credentials now. endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. 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. 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. About Us Please submit a written request to Computershare Corporate Trust Operations. Privacy Policy | About Us | Terms and Conditions. The request must be signed by all holder(s) and notarized. Can I correct an error on my registration? 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. However, if your State allows, you can change to a Transfer on Death (TOD) registration. Fiscal Agent The transaction will appear on your statement within 3-7 business days. Computershare accounts are maintained by holder. %%EOF I didn't submit my investment in time; can I get the . The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? Member FINRA, Bonding with History: A 70th Anniversary Narrative. Customer Relationship Summaryand Reg BI Disclosure View. If the bond is for someone other than yourself you do not need to provide this information. Matured Bank Leumi Certificates. DCI accounts are by purchaser. To contact Computershare directly, please call 1-866-764-3425. Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions No. Consult your guarantor institution for its requirements. A certified copy of the former minor birth certificate. The Medallion stamp must not be dated or notated in any manner. Yes. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Complaints Assignment Separate from Bond | F AQ. Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. 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. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. /Tx BMC 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.
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