Yes. 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. 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 Computershare, an acknowledged expert in handling this information . A certified copy of the death certificate. 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. Am I required to obtain a Medallion guarantee on the bond power form? Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. No. How to complete this form Print the complete bank account number. 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. This form must be signed by every bondholder. Check the background of this firm on FINRA's BrokerCheck. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ Computershare These measures include computer safeguards and secure files. 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. Our system allows the user to purchase for as many people as you wish. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . To contact Computershare directly, please call 1-866-764-3425. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. 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. How do I report non-receipt of a certificate? EMC Bondholders have a number of ways to register their accounts. 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). All Rights Reserved. Certified Death Certificate Certification Document Please read the prospectuses and current rates carefully before investing. Customer Relationship Summaryand Reg BI Disclosure View. W-9 Form 1996 - 2023 Computershare Limited. 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. 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. 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. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. 141 0 obj <>/Filter/FlateDecode/ID[<1616C71D38FEE8469E71C4A083509131><0669B5B099C1AC4B9DC23FAE7DAC32D5>]/Index[110 64]/Info 109 0 R/Length 124/Prev 122969/Root 111 0 R/Size 174/Type/XRef/W[1 2 1]>>stream We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. The Medallion stamp must not be dated or notated in any manner. A new account is set up any time there are changes to a registration. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | You can visit their website where you will be able to ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . 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: Generally, it is not recommended that registrations be in a minor's name alone. Development Corporation for Israel is a Broker Dealer which is a member of FINRA (Financial Industry Regulatory Authority) and follows industry standards when it comes to protecting our client's information. The 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. Some of the more common types of ownership include: Individual registration A form of individual ownership. Current Users: To access your account, please login (at left) with your User ID and Password. A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. 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. Some of the more common types of ownership include: Individual registrationA form of individual ownership. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Customers should check investments and current rates for restrictions pertaining to specific bonds. Can I correct an error on my registration? We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. Please note, Israel bonds have limited transferability. Routine Transfers A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Your guarantor will require proof of your authority to act. 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. 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. 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. 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. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Registrations on securities do not allow for beneficiaries. Learn more and download it here. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. You may submit the bond for payment no more than thirty (30) days prior to the payment date. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. The Medallion stamp must not be dated or notated in any manner. How can I change my payment instructions? New Users: Please select "First Time Visitor" to create your login credentials now. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. %PDF-1.6 % New York, NY 10150-5263, [email protected]. This means a financial institution has guaranteed the signature on the document. 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. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Consult your guarantor institution for its requirements. Please mail (certified) or overnight/ground delivery the required documentation to: Please mail (certified) or overnight/ground deliver the required documentation to: Issuer Online. If the bond is for someone other than yourself you do not need to provide this information. Assignment Separate from Bond. Print the bank routing number from your check or savings deposit slip. CTSLink. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. Customer Relationship Summaryand Reg BI Disclosure View. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. 150 Royall Street Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. 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 Affidavit of Domicile Form Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. All remaining holders (if applicable) must sign this document. No. 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). Please download the form for instructions and fee schedule. 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). You also may want to consider signing up for electronic deposit of interest payments. You will receive payments, statements, and other correspondence from Computershare. | 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. Assignment Separate from Bond Form Any existing account details, such as wire instructions, must be restated in the letter of instructions. Only use the form listed below if bond is lost. The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. DCI accounts are by purchaser. About Us Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Yes. If we encounter a problem with your transaction, we will contact you to review any questions we may have. Parties acting as disbursement agents, such as . Manage your critical securityholder information. Attn: Israel Bonds 395 0 obj <>stream All Rights Reserved. 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. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Complaints 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. Your guarantor will require proof of your authority to act. Relationship Disclosure Information If you are using a savings account, contact your financial institution forthe routing number. Can I remove a deceased Trustee from the account? 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. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. 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 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. Israel bonds are transferable under limited circumstances. Your guarantor will require proof of your authority to act. 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 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. The request must be signed by all holder(s) and notarized. Bonds are issued according to the date when your purchase was placed online. Please see prospectuses for more information. Login or create your login credentials now to securely access your bond portfolio online! Please read the prospectuses and current rates carefully before investing. Learn how to register, set up an online profile, and start investing in Israel bonds. 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). All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). %%EOF Current Users: To access your account, please login (at left) with your User ID and Password. Customers with linked accounts can also view investments not made online. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. Taxation Computershare DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. Fiscal Agent If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. DevelopmentCorporation for Israel We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. Box 1517Minneapolis, MN 55415. Affidavit of Domicile The Medallion stamp must not be dated or notated in any manner. Login or create your login credentials now to securely access your bond portfolio online! mears point marina pool membership,
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