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 | We are here to assist you with your account setup and online purchasing. Attn: Israel Bonds Israel Bonds Direct. The interest rate is predicated on when payments are received. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. 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. Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. Your guarantor will require proof of your authority to act. The general requirements for registering securities in a trust registration include: Yes. AODA Customer Feedback Form Customer Relationship Summaryand Reg BI Disclosure View. Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. Some of the more common types of ownership include: Individual registration A form of individual ownership. 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. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Certified Death Certificate Certification Document The Medallion stamp must not be dated or notated in any manner. 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. You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. 2023 Development Corporation for Israel. 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. How to complete this form Print the complete bank account number. 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. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Once complete you can then either open a new account or link an existing account to your profile. Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. | 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. 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. Providence, RI 02940-3078. . 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 This is not an offering, which can be made only by prospectus. Matured Bank Leumi Certificates. Canton, MA 02021. . This company acts as an in-between for investors and firms issuing public equity or stocks. Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). 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. If you are using a savings account, contact your financial institution forthe routing number. Routine Transfers A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. 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). Computershare 150 Royall Street 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). Can I correct an error on my registration? 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). All Rights Reserved. Please call a customer service representative at. All Rights Reserved. Bonds are issued according to the date when your purchase was placed online. ASAP. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. 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. 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. Global Entity Management System . /Tx BMC DCI does not disclose non-public personal information about its clients except as permitted by law (see "How is provided information utilized?"). Please call a customer service representative at 1-800-344-5128 for more information. Yes. Attn: Corporate Trust OperationsP.O. Failure to certify SSN or TIN may subject the holder to federal tax withholding. DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. (See applicable definitions.). Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. Privacy Policy Privacy Policy 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). 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). Please download the form for instructions and fee schedule. 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. Once registered, you can view holdings, change your bondholder account address, certify tax ID numbers and more by using IBD. 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. GEMS. Fiscal Agent A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. %PDF-1.6 % Certified Death Certificate Certification Document 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). Issuer Online. Generally, it is not recommended that registrations be in a minor's name alone. 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. Login or create your login credentials now to securely access your bond portfolio online! You may submit the bond for payment no more than thirty (30) days prior to the payment date. 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. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. A copy of the Power of Attorney document authorizing you to sell, assign, and transfer securities. During this process, you will need to provide a few personal details to validate your authority to access this information. A W8-BEN form is used to certify the foreign status of a bondholder who is a non-U.S. citizen. Upon the death of the individual, the bond may be subject to probate proceedings. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. 173 0 obj <>stream You will receive payments, statements, and other correspondence from Computershare. We recommend you contact an attorney for assistance in completing the Affidavit. The Medallion stamp must not be dated or notated in any manner. Corporate Assignment Separate from Bond Form 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 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). Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. Canton, MA 02021, Affidavit of Domicile Form Your guarantor will require proof of your authority to act. 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. 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. 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. Please make sure this document is Medallion Guaranteed. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. This means a financial institution has guaranteed the signature on the document. Some of the more common types of ownership include: Individual registrationA form of individual ownership. We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. Login or create your login credentials now to securely access your bond portfolio online! 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. Assignment Separate from Bond Manage your critical securityholder information. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. Account access. Our system allows the user to purchase for as many people as you wish. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. 150 Royall Street, Suite 101. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Access the Computershare Corporate Trust reporting portal. Please check with a customer service representative if you are unsure of your state's statutes. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). Payments will be made according to the instructions on file. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. 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. If youre looking to build the career youve always wanted, were excited to meet you. During this process, you will need to provide a few personal details to validate your authority to access this information. 1996 - 2023 Computershare Limited. Affidavit of Domicile Assignment Separate from Bond. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. All Rights Reserved. Computershare Corporate Trust does not provide legal, accounting, or tax advice. The physical certificate (please make a copy of your physical certificate for your personal records). Like other bonds, investing in Israeli bonds puts your capital at risk. endstream endobj startxref How do I transfer a bond due to a divorce? This is different from tenancy in common and tenancy by the entirety. The Medallion stamp must not be dated or notated in any manner. Not all states have passed statutes to allow for TOD registrations. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. If you are signing on behalf of the registered owner, additional documentation may 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 W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. No. Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. 2023 Israel Bonds Direct. 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. Customer Relationship Summaryand Reg BI Disclosure View. 6/2014. How do I report non-receipt of a certificate? Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. 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. 2023 Development Corporation for Israel. For more information regarding fees and other disclosures, please review our Customer Relationship Summary. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. 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(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. Please submit a written request to Computershare Corporate Trust Operations. Box 1517Minneapolis, MN 55415. Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. 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. About Us In some cases, it can take up to 10 days for mail to be delivered. Please read the prospectuses and current rates carefully before investing. This is different from tenancy by the entirety and joint tenancy. Customer Relationship Summaryand Reg BI Disclosure View. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. No. A new account is set up any time there are changes to a registration. How can I transfer the bond on this account? Corporate When a corporation is the original bondholder. This form must be signed by every remaining bondholder. 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). Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Careers Consult your guarantor institution for its requirements. If the bond is for someone other than yourself you do not need to provide this information. I didn't submit my investment in time; can I get the . Around here, its more than a job. Affidavit of Domicile Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. However, if your State allows, you can change to a Transfer on Death (TOD) registration. Affidavit of Domicile Form Learn how to register, set up an online profile, and start investing in Israel bonds. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. Your guarantor will require proof of your authority to act. Overnight: Computershare. Access our Automated Stock Administrator's Portal. 395 0 obj <>stream All bonds are issued on the 1st and 15th of the month after purchase. How can I change my payment instructions? The Medallion stamp must not be dated or notated in any manner. | 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. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare Current Users: To access your account, please login (at left) with your User ID and Password. Create an online profile (user ID and password), a one-time process. 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. To redeem a matured Israel bond that was registered in custodial format/minor now of age, the bondholder who has reached age of majority should submit the following: For bonds with a value equal to or less than $10,000: For bonds with a value equal to or greater than $10,001: To contact Computershare directly, please call 1-866-764-3425. %%EOF The transaction will appear on your statement within 3-7 business days. Member FINRA, Bonding with History: A 70th Anniversary Narrative. New Users: Please select "First Time Visitor" to create your login credentials now. Computershare accounts are maintained by holder. 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.

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