If we encounter a problem with your transaction, we will contact you to review any questions we may have. 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. How do I transfer a bond for a deceased tenant? Computershare will request this information directly from the bondholders. Box 1517Minneapolis, MN 55415. W-9 Form Customers with linked accounts can also view investments not made online. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. You will receive payments, statements, and other correspondence from Computershare. 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. Legal Affidavit of Loss & Indemnity (only if original physical bond is lost). Please mail (certified) or overnight/ground deliver the required documentation to: Please mail (certified) or overnight/ground delivery the required documentation to: Bonding with History: A 70th Anniversary Narrative, Affidavit of Loss & Indemnity (only if original physical bond is lost), The physical certificate (make a copy of your physical certificate for your personal records), This form must be filled out and signed by, in the name of the minor and signed by the custodian, or. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ If you are signing on behalf of the registered owner, additional documentation may be required. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. 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). Current Users: To access your account, please login (at left) with your User ID and Password. W-9 Form Customer Relationship Summaryand Reg BI Disclosure View. If you are using a savings account, contact your financial institution forthe routing number. Member FINRA, Bonding with History: A 70th Anniversary Narrative. How can I transfer the bond on this account? ASAP. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Access our Automated Stock Administrator's Portal. Check the background of this firm on FINRA's Broker Check. Attn: Customer Service 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? Attn: Israel Bonds All web transactions are secured and encrypted with HTTPS. Print the bank routing number from your check or savings deposit slip. Once complete you can then either open a new account or link an existing account to your profile. To contact Computershare directly, please call 1-866-764-3425. Routine Transfers A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. 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 All remaining holders (if applicable) must sign this document. 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. Please make sure this document is Medallion Guaranteed. All Rights Reserved. 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. The Medallion stamp must not be dated or notated in any manner. The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? 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 . Please see prospectuses for more information. I live outside of the United States. 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 If I've recently changed my name, how do I change my registration? | Businesses. This section contains information regarding redeeming Israel bonds under specific circumstances. Computershare accounts are maintained by holder. 2023 Israel Bonds Direct. Our system allows the user to purchase for as many people as you wish. Please call a customer service representative at 1-800-344-5128 for more information. DevelopmentCorporation for Israel Bonds are issued according to the date when your purchase was placed online. Israel bonds are offered only in the United States by Development Corporation for Israel, a FINRA-member broker-dealer. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Canton, MA 02021. . Affidavit of Loss & Indemnity (only if Physical Certificate is lost). This is different from tenancy in common and tenancy by the entirety. 150 Royall Street, Suite 101. All rights reserved. The transaction will appear on your statement within 3-7 business days. You will receive payments, statements, and other correspondence from Computershare. 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. Generally, it is not recommended that registrations be in a minor's name alone. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. You can visit their website where you will be able to Please mail (certified) or overnight/ground deliver the required documentation to: 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 the bond is for someone other than yourself you do not need to provide this information. Attn: Israel Bonds Corporate When an entity is the original bondholder, Individual When an individual is the original bondholder. How can I remove the custodian on my account if I am no longer a minor? 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). Access the Computershare . No. If your bond is called, a call notice will be sent to the registered address. 150 Royall Street 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 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. Can I put my bond in a custodial registration for my children or grandchildren? The request must be signed by all holder(s) and notarized. 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). 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. Can I remove a deceased Trustee from the account? hbbd``b` }@H0qAJ m R$VXAD; Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. 395 0 obj <>stream 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. All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). Please review the prospectuses for more information. The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. Welcome to Account Access, the place to view and manage YourIsraelBonds holdings. 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. 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. 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. Learn more and download it here. 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. Please see prospectuses for more information. Overnight: Computershare. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. 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. Online transactions are debited electronically from the purchasers checking account via ACH (Automated Clearing House). Parties acting as disbursement agents, such as . The Medallion stamp must not be dated or notated in any manner. Any existing account details, such as wire instructions, must be restated in the letter of instructions. You can visit their website where you will be able to view your account and manage some information, such as updating your address, obtain on-demand statements and confirmation, and a number of other contact details. 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 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. 0 Check the background of this firm on FINRA's BrokerCheck. All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. If youre looking to build the career youve always wanted, were excited to meet you. Canton, MA 02021 The Medallion stamp must not be dated or notated in any manner. You may submit the bond for payment no more than thirty (30) days prior to the payment date. DCI accounts are by purchaser. 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. You should receive a confirmation within 7 business days. A custodial registration may be created under the Uniform Transfer to Minors Act (UTMA) for your state of residence. Certified Death Certificate Certification Document Computershare Canton, MA 02021 Your guarantor will require proof of your authority to act. /Tx BMC 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 We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. W-9 Form 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. Payment for an Israel bond purchased online can be done only via ACH. This is different from tenancy by the entirety and joint tenancy. Check the background of this firm on FINRA's BrokerCheck. Assignment Separate from Bond. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Check the background of this firm on FINRA's Broker Check The physical certificate (please make a copy of your physical certificate for your personal records). We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Fiscal Agent Yes. Matured Bank Leumi Certificates. Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions Taxation We recommend you contact an attorney for assistance in completing the Affidavit. You can also purchase Israel bonds using the Israel Bonds app. ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . How do I report non-receipt of a certificate? If the payment is being made to someone other than the registered holder, there may be additional requirements. 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). endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream 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. Attn: Israel Bonds An Inheritance Tax Waiver Stamp within the signature section of the bond power form certifying no Inheritance Tax Waiver is required or you must submit a completed, signed, and notarized. The Medallion stamp must not be dated or notated in any manner. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. In some cases, it can take up to 10 days for mail to be delivered. Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. 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. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? Your guarantor will require proof of your authority to act. 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. Canton, MA 02021, Affidavit of Domicile Form 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. 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 new account is set up any time there are changes to a registration. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. Registrations on securities do not allow for beneficiaries. Consult your guarantor institution for its requirements. New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. 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. The Medallion stamp must not be dated or notated in any manner. W-9 Form Your guarantor will require proof of your authority to act. 150 Royall Street Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, 888.519.4111Client.Support@israelbonds.com. . You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. 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%@ | Access the Computershare Corporate Trust reporting portal. Customer Relationship Summaryand Reg BI Disclosure View. Computershare 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. Computershare A copy of the Power of Attorney document authorizing you to sell, assign, and transfer securities. About Us We recommend you present the documents described above to your guarantor based the Securities Transfer Association (STA) Guidelines. 888.519.4111Client.Support@israelbonds.com. If I have Power of Attorney for this account, how do I transfer the bond? Yes. We ask that you allow 10 days from mailing before requesting a replacement check. Affidavit of Domicile 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. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. 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. /Tx BMC Some of the more common types of ownership include: Individual registration A form of individual ownership. Failure to certify status may subject the holder to NRA tax withholding. | Can I correct an error on my registration? 2023 Development Corporation for Israel. To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. May I have interest checks electronically deposited? This means a financial institution has guaranteed the signature on the document. Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. Israel bonds are transferable under limited circumstances. 5 e)J0.)87Hp: n,{2$f$00120d# This is not an offering, which can be made only by prospectus. 173 0 obj <>stream Careers Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. The general requirements for registering securities in a trust registration include: Yes. Failure to certify SSN or TIN may subject the holder to federal tax withholding. The maturity date is printed on the face of each bond and on each interest check you receive. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). 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). No. A Court Order designating the transfer of the bond. 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. 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. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. All others receive book entry notification. Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. Assignment Separate from Bond Fi nd answers to common questions with the FAQs on the Investor Center website. pay interest to you, the bondholder, and repay the loan at the end of its term. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Box 1517Minneapolis, MN 55415. 2023 Development Corporation for Israel. All Rights Reserved. Privacy Policy | About Us | Terms and Conditions. AODA Customer Feedback Form Canton, MA 02021 MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. 150 Royall Street You also may want to consider signing up for electronic deposit of interest payments. Providence, RI 02940-3078. . 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." 344 0 obj <> endobj Manage your critical securityholder information. For more information regarding fees and other disclosures, please review our Customer Relationship Summary. Computershare makes gathering your tax information and filing a little easier. However, if your State allows, you can change to a Transfer on Death (TOD) registration. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. EMC EMC 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. What steps do I need to take to change a corporate registration? 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. To contact Computershare directly, please call 1-866-764-3425. 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. Only one beneficiary can be designated per registration. Your guarantor will require proof of your authority to act. No. Upon the death of the individual, the bond may be subject to probate proceedings. Learn how to register, set up an online profile, and start investing in Israel bonds. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Please read the prospectuses and current rates carefully before investing. 1996 - 2023 Computershare Limited. 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). 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. To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). 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. Gift bonds can be purchased online, and customers also have the option of printing a gift card. Your guarantor will require proof of your authority to act. Corporate Assignment Separate from Bond Form With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO, RMBS and top 3 in ABS and Investment Grade Debt. This is not an offering, which can be made only by prospectus. Bonds do not earn interest after the maturity or call date. This is different from tenancy in common and joint tenancy. COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Our team Please download the form for instructions and fee schedule.