Your guarantor will require proof of your authority to act. Privacy Policy Some of the more common types of ownership include: Individual registrationA form of individual ownership. Please submit a written request to Computershare Corporate Trust Operations. Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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. 888.519.4111Client.Support@israelbonds.com. Can I put my bond in a custodial registration for my children or grandchildren? Global Entity Management System . Attn: Israel Bonds We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. You will receive payments, statements, and other correspondence from Computershare. Attn: Corporate Trust OperationsP.O. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. hbbd``b` }@H0qAJ m R$VXAD; A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. 395 0 obj <>stream A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. The signature of the executor, administrator, or personal representative of the estate on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union) as described on the reverse side of the bond power form. For all other questions, please review your account by logging in, or by calling the Fiscal Agent, Computershare at 1-866-764-3425 Monday through Friday 9 AM to 7 PM Eastern Time. Computershare accounts are maintained by holder. If youre looking to build the career youve always wanted, were excited to meet you. Login or create your login credentials now to securely access your bond portfolio online! Transactions for IRAs or pension funds cannot be made through the online site, as funding for these investments must come from the custodian, IRA or pension fund. Bonds do not earn interest after the maturity or call date. We offer a wide range of services that fulfill our clients unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Current Users: To access your account, please login (at left) with your User ID and Password. F-PdT2we)$'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 6/2014. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. 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). All Rights Reserved. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. 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). 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). If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). The Medallion stamp must not be dated or notated in any manner. 150 Royall Street How can I transfer the bond on this account? Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. 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. 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. 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. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). Investment histories can be accessed online via the users profile. Can I correct an error on my registration? 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. The transaction will appear on your statement within 3-7 business days. endstream endobj startxref Box 1517Minneapolis, MN 55415. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. EMC 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. This form must be signed by every remaining bondholder. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. If you are using a savings account, contact your financial institution forthe routing number. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Certified Death Certificate Certification Document 150 Royall Street, Suite 101. We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. If you are signing on behalf of the registered owner, additional documentation may be required. Account access. The physical certificate (please make a copy of your physical certificate for your personal records). Your guarantor will require proof of your authority to act. This means a financial institution has guaranteed the signature on the document. Yes. This is different from tenancy by the entirety and joint tenancy. 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. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. All web transactions are secured and encrypted with HTTPS. Canton, MA 02021 Relationship Disclosure Information (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. Member FINRA, Bonding with History: A 70th Anniversary Narrative. 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). All ACH payments are made payable to the State of Israel. Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Gift bonds can be purchased online, and customers also have the option of printing a gift card. 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 the bond is held in certificate form, we suggest you use registered mail, insured for 2% of the current market value of the bond. What steps do I need to take to change a corporate registration? Only use the form listed below if bond is lost. Corporate Assignment Separate from Bond Form Please mail (certified) or overnight/ground deliver the required documentation to: 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. Taxation Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Registrations on securities do not allow for beneficiaries. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. 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 I didn't submit my investment in time; can I get the . /Tx BMC Failure to certify SSN or TIN may subject the holder to federal tax withholding. Customers with linked accounts can also view investments not made online. If you are requesting that the redemption check be issued in a manner other than how the bond is registered, please call Client Support at 888.519.4111 so the necessary instructions can be provided to you. Issuer Online. Payments will be made according to the instructions on file. The Medallion stamp must not be dated or notated in any manner. Please check with a customer service representative if you are unsure of your state's statutes. Privacy Policy | About Us | Terms and Conditions. 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. Canton, MA 02021 Computershare Israel Bonds Direct. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. P.O. Yes. 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). AODA Customer Feedback Form pay interest to you, the bondholder, and repay the loan at the end of its term. Contact Us. The Medallion stamp must not be dated or notated in any manner. You can visit their website where you will be able to 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. Yes. 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. 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. Customers should check investments and current rates for restrictions pertaining to specific bonds. A certified copy of the former minor birth certificate. Box 5263 If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Affidavit of Loss & Indemnity (only if original physical bond is lost). All rights reserved. You should receive a confirmation within 7 business days. Israel bonds are transferable under limited circumstances. W-9 Form No. 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. Bonds are issued according to the date when your purchase was placed online. If the payment is being made to someone other than the registered holder, there may be additional requirements. Only one beneficiary can be designated per registration. Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. Attn: Israel Bonds How do I transfer a bond due to a divorce? May I have interest checks electronically deposited? Israel bonds are transferable under limited circumstances. You will receive payments, statements, and other correspondence from Computershare. 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." Consult your guarantor institution for its requirements. The bonds will be issued pursuant to a fiscal agency agreement, dated as of February 3, 2010, as amended, between the State of Israel, Computershare Inc. and Computershare Trust Company, N.A. | ASAP. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. Data Security The general requirements for registering securities in a trust registration include: Yes. 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. 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. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Fiscal Agent 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. 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). 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. Parties acting as disbursement agents, such as . (See applicable definitions.). Check the background of this firm on FINRA's BrokerCheck. %PDF-1.6 % Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. Please make sure that all signatures are notarized. The maturity date is printed on the face of each bond and on each interest check you receive. W-9 Form A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer.

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computershare israel bonds