Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. Customers should check investments and current rates for restrictions pertaining to specific 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. The Medallion stamp must not be dated or notated in any manner. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. Attn: Customer Service Overnight: Computershare. Attn: Corporate Trust OperationsP.O. 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. 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 Learn more and download it here. Is ComputerShare Safe? Or is ComputerShare a Scam? BBB Rating 2023 Can I remove a deceased Trustee from the account? Yes. 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). endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream 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. 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 your bond is called, a call notice will be sent to the registered address. Relationship Disclosure Information CTSLink Direct. Please note, Israel bonds have limited transferability. This is different from tenancy in common and joint tenancy. 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 Please see prospectuses for more information. Investment histories can be accessed online via the users profile. Contact information for investors Your Israel Bonds All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). New Users: Please select "First Time Visitor" to create your login credentials now. 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. Only use the form listed below if bond is lost. Upon the death of either, the property goes to the survivor. How do I transfer a bond for a deceased tenant? If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Israel Bonds | Invest in Israel Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. Login or create your login credentials now to securely access your bond portfolio online! 5 e)J0.)87Hp: n,{2$f$00120d# How to Invest - Israelbondsintl Some of the more common types of ownership include: Individual registrationA form of individual ownership. To redeem a matured Israel bond in certificate form registered in your name, submit the following: A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. Open a new account or linking existing accounts to your user profile. To redeem an Israel bond registered in a joint tenancy (ownership by two or more individuals) where one of the co-owners has died, the surviving bondholder should submit the following: Only use the form listed below if the bond is lost. | 6/2014. The signatures of both parties on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). Your guarantor will require proof of your authority to act. Transactions for IRAs or pension funds cannot be made through the online site, as funding for these investments must come from the custodian, IRA or pension fund. Please review the prospectuses for more information. The signature of the authorized officer on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). This section contains information regarding redeeming Israel bonds under specific circumstances. All bonds are issued on the 1st and 15th of the month after purchase. Learn how to register, set up an online profile, and start investing in Israel bonds. You can visit their website where you will be able to W-9 Form hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | GEMS. Box 1517Minneapolis, MN 55415. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Attn: Israel Bonds Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. 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. Without this form properly completed, the Fiscal Agent is required by law to backup withhold. Consult your guarantor institution for its requirements. About Us 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. Once complete you can then either open a new account or link an existing account to your profile. You have the ability to unsubscribe from future mailings at any time. New Users: Please select "First Time Visitor" to create your login credentials now. Please send a written request for a payment change to Computershare Corporate Trust Operations. 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 Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Attn: Israel Bonds Contact Us We are here to assist you with your account setup and online purchasing. How can I transfer the bond on this account? Careers 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). Affidavit of Loss & Indemnity (only if Physical Certificate is lost). Box 5263 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. Any existing account details, such as wire instructions, must be restated in the letter of instructions. All Rights Reserved. During this process, you will need to provide a few personal details to validate your authority to access this information. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. 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. A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. How do I cash in State of Israel bonds? - Wise-Answers Account access. Terms and Conditions. Please read the prospectuses and current rates carefully before investing. 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. All Rights Reserved. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. This is not an offering, which can be made only by prospectus. Bondholders have a number of ways to register their accounts. Once finished, your payment will be processed for all purchases in that transaction. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. Legal hb``b``:p101BL?M 395 0 obj <>stream 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 All remaining holders (if applicable) must sign this document. Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. 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. Customer Relationship Summaryand Reg BI Disclosure View. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. 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). Fiscal Agent - Israel Bonds 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. Bonds do not earn interest after the maturity or call date. 1996 - 2023 Computershare Limited. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Contact Us. 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 To contact Computershare directly, please call 1-866-764-3425. Consult your guarantor institution for its requirements. Please call a customer service representative at. Please read the prospectuses and current rates carefully before investing. Attn: Israel Bonds Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. 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. No. 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). 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. I didn't submit my investment in time; can I get the . Check the background of this firm on FINRA's Broker Check. Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). 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. endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Importing Tax Data from Computershare into TurboTax We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. /Tx BMC To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). Privacy Policy | About Us | Terms and Conditions. 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 Medallion stamp must not be dated or notated in any manner. Affidavit of Domicile Your guarantor will require proof of your authority to act. 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. Our team 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. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. 888.519.4111Client.Support@israelbonds.com. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Computershare Corporate Trust does not provide legal, accounting, or tax advice. Member FINRA, Bonding with History: A 70th Anniversary Narrative. 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. 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. For any questions regarding IBD, contact Computershare at 866.764.3425. MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. Around here, its more than a job. What should I do if I find the certificate after it has been replaced? Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. 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. Can I put my bond in a custodial registration for my children or grandchildren? All Rights Reserved. Assignment Separate from Bond. 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. Failure to certify status may subject the holder to NRA tax withholding. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. Once complete you can then either open a new account or link an existing account to your profile. %%EOF W-9 Form This is not an offering, which can be made only by prospectus. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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). Registrations on securities do not allow for beneficiaries. Access our Automated Stock Administrator's Portal. The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. Manage your critical securityholder information. 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). Less than 12 hours Read More 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. | 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 DEVELOPMENT CORP FOR ISRAEL CUSTOMER SERVICE PO Box 5263 New York, NY 10150-5263 Rev. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). How do I transfer a bond for a deceased bondholder? The Medallion stamp must not be dated or notated in any manner. Member FINRA, Bonding with History: A 70th Anniversary Narrative. 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. Can I correct an error on my registration? No. Your guarantor will require proof of your authority to act. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. Privacy Policy How can I change my payment instructions? DevelopmentCorporation for Israel Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. A certified copy of the death certificate. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O.
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