Customers should check investments and current rates for restrictions pertaining to specific bonds. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Current Users: To access your account, please login (at left) with your User ID and Password. Certified Death Certificate Certification Document Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. Please read the prospectuses and current rates carefully before investing. 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 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. All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). endstream endobj startxref Overnight: Computershare. 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. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. 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. Upon the death of the individual, the bond may be subject to probate proceedings. Your guarantor will require proof of your authority to act. Customer Relationship Summaryand Reg BI Disclosure View. Parties acting as disbursement agents, such as . If youre looking to build the career youve always wanted, were excited to meet you. Open a new account or linking existing accounts to your user profile. New Users: Please select "First Time Visitor" to create your login credentials now. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . Attn: Corporate Trust OperationsP.O. If we encounter a problem with your transaction, we will contact you to review any questions we may have. AODA Customer Feedback Form Account access. 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: This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). 2023 Israel Bonds Direct. 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. 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. 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). ASAP. 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. 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). 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). 150 Royall Street, Suite 101. hYr8. 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. Check the background of this firm on FINRA's BrokerCheck. A certified copy of the death certificate. 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. 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. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Please mail (certified) or overnight/ground delivery the required documentation to: Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. 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 Corporate Assignment Separate from Bond Form How to complete this form Print the complete bank account number. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online Bonds are issued according to the date when your purchase was placed online. Attn: Israel Bonds Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. 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. 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. The Medallion stamp must not be dated or notated in any manner. 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 . Payments will be made according to the instructions on file. Access our Automated Stock Administrator's Portal. Israel Bonds Direct Account access Businesses Issuer Online Manage your critical securityholder information GEMS Global Entity Management System The GEMS Solution Manage your cap table and self-administer employee equity plans ASAP Access our Automated Stock Administrator's Portal Corporate Trust CTSLink Terms and Conditions. Around here, its more than a job. 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. 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 the security owner(s), the ownership of the security passes to the TOD beneficiary. Your guarantor will require proof of your authority to act. Please see prospectuses for more information. Legal Affidavit of Domicile Form @~l/N~to0C)ThH~?* . We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. All Rights Reserved. Generally, it is not recommended that registrations be in a minor's name alone. 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). Assignment Separate from Bond. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. %%EOF If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit Please call a customer service representative at 1-800-344-5128 for more information. If your bond is called, a call notice will be sent to the registered address. Access the Computershare . All Rights Reserved. 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. 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. You may submit the bond for payment no more than thirty (30) days prior to the payment date. Frequently Asked Questions Login or create your login credentials now to securely access your bond portfolio online! Businesses. If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. If the estate was not probated, you may be able to transfer the bond using a Small Estate Affidavit: If applicable, a Small Estate Affidavit would be prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. About Us Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare You can visit their website where you will be able to 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. 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. For all book entry Israel bonds: upon maturity, Computershare Trust Company, the fiscal agent of the State of Israel, will mail the full maturity payment directly to the registered bond holder's address on file. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. 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. However, if your State allows, you can change to a Transfer on Death (TOD) registration. All remaining holders (if applicable) must sign this document. Privacy Policy Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. EMC DevelopmentCorporation 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). What should I do if I find the certificate after it has been replaced? | Affidavit of Loss & Indemnity (only if original physical bond is lost). Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. How can I change my payment instructions? Create an online profile (user ID and password), a one-time process. Assignment Separate from Bond Form How can I transfer the bond on this account? Attn: Israel Bonds If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. 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. 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. You have the ability to unsubscribe from future mailings at any time. Once finished, your payment will be processed for all purchases in that transaction. 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. Canton, MA 02021 You can also purchase Israel bonds using the Israel Bonds app. Yes. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). DCI does not disclose non-public personal information about its clients except as permitted by law (see "How is provided information utilized?"). Failure to certify status may subject the holder to NRA tax withholding. The Medallion stamp must not be dated or notated in any manner. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. I live outside of the United States. A new account is set up any time there are changes to a registration. All Rights Reserved. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Your guarantor will require proof of your authority to act. During this process, you will need to provide a few personal details to validate your authority to access this information. Canton, MA 02021, Affidavit of Domicile Form DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. /Tx BMC hb``b``:p101BL?M Affidavit of Domicile %%EOF Please make sure this document is Medallion Guaranteed. Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. How do I report non-receipt of a certificate? Computershare Tax Operations PO Box 43078 Providence, RI 02940-3078 Please return the completed form to: The Internal Revenue Service (IRS) requires us to withhold taxes for the applicable rate of backup withholding for U.S. persons without a W-9 tax certification who are not otherwise exempt. If 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. Can I put my bond in a custodial registration for my children or grandchildren? These measures include computer safeguards and secure files. You may not use a credit card to purchase Israel bonds. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. 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. /Tx BMC GEMS. Please mail (certified) or overnight/ground deliver the required documentation to: Check the background of this firm on FINRA's Broker Check If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. Israel bonds are transferable under limited circumstances. Providence, RI 02940-3078. . If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Computershare will request this information directly from the bondholders. 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 since the first Israeli bond was sold in 1951. Your guarantor will require proof of your authority to act. If I've recently changed my name, how do I change my registration? 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. Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. No. 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. Box 5263 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). Like other bonds, investing in Israeli bonds puts your capital at risk. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. New Users: Please select "First Time Visitor" to create your login credentials now. 2023 Development Corporation for Israel. Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. 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. 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. 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: Customer Service Your guarantor will require proof of your authority to act. W-9 Form Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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 physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? Computershare 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. Please review the prospectuses for more information. 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. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. To contact Computershare directly, please call 1-866-764-3425. You also may want to consider signing up for electronic deposit of interest payments. 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 I didn't submit my investment in time; can I get the . hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | 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. This is different from tenancy by the entirety and joint tenancy. endstream endobj startxref If the bond is for someone other than yourself you do not need to provide this information. 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 We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Manage your critical securityholder information. 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 submit a written request to Computershare Corporate Trust Operations. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. Israel bonds are transferable under limited circumstances. Once registered, you can view holdings, change your bondholder account address, certify tax ID numbers and more by using IBD. Your guarantor will require proof of your authority to act. W-9 Form How do I transfer a bond due to a divorce? Attn: Israel Bonds To contact Computershare directly, please call 1-866-764-3425. ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . 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 The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. Computershare, an acknowledged expert in handling this information . Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. Matured Bank Leumi Certificates. No. Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. Canton, MA 02021 (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. 344 0 obj <> endobj All web transactions are secured and encrypted with HTTPS. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. Some of the more common types of ownership include: Individual registration A form of individual ownership. The maturity date is printed on the face of each bond and on each interest check you receive. Terms and Conditions. 0 This form must be signed by every remaining bondholder. Can I remove a deceased Trustee from the account? Yes. %PDF-1.6 % If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. A letter of instruction must also be signed by the adult bondholder in which he or she certifies that he or she has attained the majority age. 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Learn more about State of Israel Bonds >>, Learn more about rates and how to purchase >>, Privacy 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
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