Failure to certify status may subject the holder to NRA tax withholding. 888.519.4111Client.Support@israelbonds.com. | 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 /Tx BMC During this process, you will need to provide a few personal details to validate your authority to access this information. Yes. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? The request must be signed by all holder(s) and notarized. Please see prospectuses for more information. Registrations on securities do not allow for beneficiaries. endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream A W-9 form is used to certify SSN or TIN of a bondholder who is a United States citizen. 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. Israel bonds are transferable under limited circumstances. How do I transfer a bond for a deceased tenant? 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. 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 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). You may submit the bond for payment no more than thirty (30) days prior to the payment date. To redeem a matured Bank Leumi certificate, the certificate owner should submit the following: Please mail (certified) or overnight/ground deliver the required documentation to: Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. If you are signing on behalf of the registered owner, additional documentation may be required. Can I remove a deceased Trustee from the account? A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. All bonds are issued on the 1st and 15th of the month after purchase. 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. This company acts as an in-between for investors and firms issuing public equity or stocks. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. EMC 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). This section contains information regarding redeeming Israel bonds under specific circumstances. No. For any registration inaccuracies please send a letter or email requesting the correction to: For address, registration or other corrections, please mail a written request, together with the signature of all registered owners, to: No. Terms and Conditions. To contact Computershare directly, please call 1-866-764-3425. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. 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. Computershare makes gathering your tax information and filing a little easier. 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. Only use the form listed below if bond is lost. Please mail (certified) or overnight/ground deliver the required documentation to: P.O. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new bonds. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. Yes. This form must be signed by every remaining bondholder. Canton, MA 02021 The Medallion stamp must not be dated or notated in any manner. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. 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). hbbd``b` }@H0qAJ m R$VXAD; Less than 12 hours Read More AODA Customer Feedback Form The Medallion stamp must not be dated or notated in any manner. Check the background of this firm on FINRA's Broker Check How do I report non-receipt of a certificate? About Us To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. 0 Current Users: To access your account, please login (at left) with your User ID and Password. Computershare will request this information directly from the bondholders. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. If I transfer my bond to a different name registration, will my new account be set up with the same features as my old account? Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. 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). Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. 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). Learn how to register, set up an online profile, and start investing in Israel bonds. If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Computershare, an acknowledged expert in handling this information . Without this form properly completed, the Fiscal Agent is required by law to backup withhold. All Rights Reserved. Data Security Corporate Assignment Separate from Bond Form 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. 395 0 obj <>stream Small Estate Affidavit or Letters, Assignment Separate from Bond Print the bank routing number from your check or savings deposit slip. Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Member FINRA, Bonding with History: A 70th Anniversary Narrative. Overnight: Computershare. Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. Privacy Policy 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. | 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. 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). 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. Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. In some cases, it can take up to 10 days for mail to be delivered. Failure to certify SSN or TIN may subject the holder to federal tax withholding. All Rights Reserved. Please download the form for instructions and fee schedule. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). How do I transfer a bond due to a divorce? 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 Affidavit of Loss & Indemnity (only if original physical bond is lost). Customer Relationship Summaryand Reg BI Disclosure View. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. The general requirements for registering securities in a trust registration include: Yes. 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 . 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 Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. 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. DevelopmentCorporation for Israel 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. You can visit their website where you will be able to Payment for an Israel bond purchased online can be done only via ACH. Affidavit of Domicile Form Around here, its more than a job. 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. All Rights Reserved. If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Box 1517Minneapolis, MN 55415. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. Any existing account details, such as wire instructions, must be restated in the letter of instructions. All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). 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. 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. 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. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. W-9 Form Yes. 6/2014. 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. New Users: Please select "First Time Visitor" to create your login credentials now. Please mail (certified) or overnight/ground delivery the required documentation to: Canton, MA 02021, Affidavit of Domicile Form Taxation 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. Our team Trust registrationA form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. 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 W-9 Form Check the background of this firm on FINRA's BrokerCheck. 2023 Development Corporation for Israel. Assignment Separate from Bond This is different from tenancy by the entirety and joint tenancy. 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. The Medallion stamp must not be dated or notated in any manner. Affidavit of Domicile What should I do if I find the certificate after it has been replaced? New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. If we encounter a problem with your transaction, we will contact you to review any questions we may have. To redeem a matured Israel bond in certificate form registered in your name, submit the following: Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. If the bond is for someone other than yourself you do not need to provide this information. Please call a customer service representative at. Fiscal Agent Create an online profile (user ID and password), a one-time process. Computershare accounts are maintained by holder. All remaining holders (if applicable) must sign this document. A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. I live outside of the United States. 110 0 obj <> endobj 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. 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). 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. Matured Bank Leumi Certificates. 1996 - 2023 Computershare Limited. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. 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. Canton, MA 02021 Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. 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. Not all states have passed statutes to allow for TOD registrations. /Tx BMC We ask that you allow 10 days from mailing before requesting a replacement check. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained by Development Corporation for Israel/Israel Bonds. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ %%EOF All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. For any questions regarding IBD, contact Computershare at 866.764.3425. 150 Royall Street hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | 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 read the prospectuses and current rates carefully before investing. GEMS. 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. Your guarantor will require proof of your authority to act. ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . Some of the more common types of ownership include: Individual registration A form of individual ownership. Consult your guarantor institution for its requirements. 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. The maturity date is printed on the face of each bond and on each interest check you receive. How to complete this form Print the complete bank account number. 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). F AQ. | You may not use a credit card to purchase Israel bonds. Some of the more common types of ownership include: Individual registrationA form of individual ownership. Only one beneficiary can be designated per registration. Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare I didn't submit my investment in time; can I get the . How can I transfer the bond on this account? MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. A certified copy of the death certificate. Login or create your login credentials now to securely access your bond portfolio online! Box 1517Minneapolis, MN 55415. 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. Please review the prospectuses for more information. Bonds do not earn interest after the maturity or call date. Privacy Policy | About Us | Terms and Conditions. 344 0 obj <> endobj Computershare Please note, Israel bonds have limited transferability. Check the background of this firm on FINRA's BrokerCheck. The Medallion stamp must not be dated or notated in any manner. The Medallion stamp must not be dated or notated in any manner. Computershare Corporate Trust Operations will then credit your designated bank account in the amount of your interest payment. Am I required to obtain a Medallion guarantee on the bond power form? About Us Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. Attn: Israel Bonds Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. New Users: Please select "First Time Visitor" to create your login credentials now. Bonds are issued according to the date when your purchase was placed online. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. Customers with linked accounts can also view investments not made 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). 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. 173 0 obj <>stream Computershare 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. Contact Us We are here to assist you with your account setup and online purchasing. 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. Box 5263 Account access. endstream endobj startxref Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Access the Computershare Corporate Trust reporting portal. EMC This is different from tenancy in common and joint tenancy. Please make sure that all signatures are notarized. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. 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: 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. If you are able to obtain a Medallion guarantee, it must be provided by an eligible guarantor institution (Commercial Bank, Trust Company, Securities Broker/Dealer, Credit Union, or Savings Association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the market value of the transaction. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. This form must be signed by every bondholder. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. This process protects clients using unsecured computers from key logging software that can retain keystrokes on a keyboard for use by others at a later date. %%EOF 2023 Israel Bonds Direct. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Your guarantor will require proof of your authority to act. Complaints How can I remove the custodian on my account if I am no longer a minor? 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. /Tx BMC Attn: Israel Bonds The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? This is not an offering, which can be made only by prospectus.

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