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. Access our Automated Stock Administrator's Portal. 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. I didn't submit my investment in time; can I get the . Certified Death Certificate Certification Document Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. | Yes. Canton, MA 02021 New Users: Please select "First Time Visitor" to create your login credentials now. Matured Bank Leumi Certificates. 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). 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. Issuer Online. If the payment is being made to someone other than the registered holder, there may be additional requirements. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. endstream endobj startxref We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. If youre looking to build the career youve always wanted, were excited to meet you. Around here, its more than a job. 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. A completed W-9 form should be submiited if the account is not already W-9 Certified. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. 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. 2023 Development Corporation for Israel. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). How can I transfer the bond on this account? Your guarantor will require proof of your authority to act. 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). hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | You will receive payments, statements, and other correspondence from Computershare. Like other bonds, investing in Israeli bonds puts your capital at risk. All web transactions are secured and encrypted with HTTPS. Call State of Israel - Development Corporation for Israel (DCI) at 1-888-519-4111, Monday through Friday from 8:00 AM to 5:00 PM Eastern Time. pay interest to you, the bondholder, and repay the loan at the end of its term. You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. You may not use a credit card to purchase Israel bonds. Affidavit of Domicile You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 5 e)J0.)87Hp: n,{2$f$00120d# 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 Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. These measures include computer safeguards and secure files. 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. 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. If we encounter a problem with your transaction, we will contact you to review any questions we may have. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. All bonds are issued on the 1st and 15th of the month after purchase. 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 general requirements for registering securities in a trust registration include: Yes. This form must be signed by every bondholder. If you are using a savings account, contact your financial institution forthe routing number. W-9 Form A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. 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. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Small Estate Affidavit or Letters, Assignment Separate from Bond . 0 MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. Access the Computershare Corporate Trust reporting portal. Some of the more common types of ownership include: Individual registrationA form of individual ownership. All Rights Reserved. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Fiscal Agent Please mail (certified) or overnight/ground delivery the required documentation to: 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Please review the prospectuses for more information. All rights reserved. Customer Relationship Summaryand Reg BI Disclosure View. 0 Careers Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions 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. Current Users: To access your account, please login (at left) with your User ID and Password. 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 344 0 obj <> endobj Create an online profile (user ID and password), a one-time process. 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). EMC (See applicable definitions.). 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. This is different from tenancy by the entirety and joint tenancy. Consult your guarantor institution for its requirements. The Medallion stamp must not be dated or notated in any manner. 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. Attn: Israel Bonds The Medallion stamp must not be dated or notated in any manner. For any questions regarding IBD, contact Computershare at 866.764.3425. Attn: Israel Bonds Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. 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. Affidavit of Domicile Form Attn: Israel Bonds A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. Data Security A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. This is not an offering, which can be made only by prospectus. We ask that you allow 10 days from mailing before requesting a replacement check. However, if your State allows, you can change to a Transfer on Death (TOD) registration. Computershare For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Check the background of this firm on FINRA's BrokerCheck. Box 1517Minneapolis, MN 55415. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. Box 1517Minneapolis, MN 55415. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. %PDF-1.7 % Assignment Separate from Bond 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. 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. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. A Court Order designating the transfer of the bond. About Us The Medallion stamp must not be dated or notated in any manner. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. ASAP. No. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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). If you are signing on behalf of the registered owner, additional documentation may be required. 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. Please download the form for instructions and fee schedule. Without this form properly completed, the Fiscal Agent is required by law to backup withhold. 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. Please read the prospectuses and current rates carefully before investing. 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. Please read the prospectuses and current rates carefully before investing. A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. How to complete this form Print the complete bank account number. We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. Many financial institutions offer this service for a fee. Please see prospectuses for more information. Bonds do not earn interest after the maturity or call date. 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). Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. 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. This form is required to affirm the address, at the time of death, of the deceased bondholder. Attn: Israel Bonds The physical certificate (please make a copy of your physical certificate for your personal records). Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. All Rights Reserved. Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). The Medallion stamp must not be dated or notated in any manner. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Please call a customer service representative at 1-800-344-5128 for more information. 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. Tenants in common registrationA form of ownership that occurs when two or more individuals hold a bond. Current Users: To access your account, please login (at left) with your User ID and Password. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. How can I change my payment instructions? 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 If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. CTSLink Direct. 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 Your guarantor will require proof of your authority to act. All others receive book entry notification. No. Corporate Trust. P.O. hbbd``b` }@H0qAJ m R$VXAD; Learn more about State of Israel Bonds >>, Learn more about rates and how to purchase >>, Privacy Your guarantor will require proof of your authority to act. How can I remove the custodian on my account if I am no longer a minor? Israel bonds are transferable under limited circumstances. This is different from tenancy in common and tenancy by the entirety. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. 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. @~l/N~to0C)ThH~?* . 150 Royall Street Privacy Policy Businesses. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. DCI accounts are by purchaser. Yes. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. All rights reserved. Any existing account details, such as wire instructions, must be restated in the letter of instructions. Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. since the first Israeli bond was sold in 1951. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Terms and Conditions. EMC Canton, MA 02021 Gift bonds can be purchased online, and customers also have the option of printing a gift card. Failure to certify status may subject the holder to NRA tax withholding. This company acts as an in-between for investors and firms issuing public equity or stocks. 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). Login or create your login credentials now to securely access your bond portfolio online! Please mail (certified) or overnight/ground deliver the required documentation to: Global Entity Management System . Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. All ACH payments are made payable to the State of Israel. If your bond is called, a call notice will be sent to the registered address. 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). Canton, MA 02021. . Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. 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. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. All Rights Reserved. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name. 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. You also may want to consider signing up for electronic deposit of interest payments. Customer Relationship Summaryand Reg BI Disclosure View. 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. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. 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). A certified copy of the former minor birth certificate. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. 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. The transaction will appear on your statement within 3-7 business days. Can I correct an error on my registration? We recommend you contact an attorney for assistance in completing the Affidavit. e`h ) I in@ZXzX5Dh/P-3E;MlF}.L#1:A!1% )"24# 4/PReX|Q.yf;$BD 8B*c 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. How do I report non-receipt of a certificate? Customers with linked accounts can also view investments not made online. Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Assignment Separate from Bond. Please check with a customer service representative if you are unsure of your state's statutes. 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. W-9 Form endstream endobj 116 0 obj <>stream Please submit a written request to Computershare Corporate Trust Operations. 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). Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. %PDF-1.6 % All Rights Reserved. Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Upon the death of either, the property goes to the survivor. Your guarantor will require proof of your authority to act. 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 . For more information regarding fees and other disclosures, please review our Customer Relationship Summary. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Consult your guarantor institution for its requirements. Learn how to register, set up an online profile, and start investing in Israel bonds. We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. You can visit their website where you will be able to A certified copy of the death certificate. Registrations on securities do not allow for beneficiaries. DevelopmentCorporation for Israel Failure to certify SSN or TIN may subject the holder to federal tax withholding.