computershare israel bonds

EMC To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. %PDF-1.7 % 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. DCI accounts are by purchaser. Your guarantor will require proof of your authority to act. All remaining holders (if applicable) must sign this document. How can I change my payment instructions? hb``b``:p101BL?M Contact Us We are here to assist you with your account setup and online purchasing. Please note, Israel bonds have limited transferability. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ Please mail (certified) or overnight/ground delivery the required documentation to: 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. 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. No. Computershare accounts are maintained by holder. New York, NY 10150-5263, [email protected]. Am I required to obtain a Medallion guarantee on the bond power form? Attn: Israel Bonds To complete the transfer, Corporate Trust Operations requires the following: (e.g., direct deposit of interest into my bank account, wire instructions). If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Small Estate Affidavit or Letters Testamentary (or similar documentation), Assignment Separate from Bond Corporate, [email protected]. All web transactions are secured and encrypted with HTTPS. GEMS. hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | Parties acting as disbursement agents, such as . Israel bonds are transferable under limited circumstances. Your guarantor will require proof of your authority to act. Attn: Israel Bonds Failure to certify status may subject the holder to NRA tax withholding. 344 0 obj <> endobj 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. 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. 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. Fi nd answers to common questions with the FAQs on the Investor Center website. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. 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. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. pay interest to you, the bondholder, and repay the loan at the end of its term. The Medallion stamp must not be dated or notated in any manner. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing [email protected]. Bonds are issued according to the date when your purchase was placed online. Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Your guarantor will require proof of your authority to act. If you are signing on behalf of the registered owner, additional documentation may be required. Privacy Policy | About Us | Terms and Conditions. Data Security You may submit the bond for payment no more than thirty (30) days prior to the payment date. All Rights Reserved. Customer Relationship Summaryand Reg BI Disclosure View. Access our Automated Stock Administrator's Portal. Box 5263 Contact Us. 150 Royall Street Assignment Separate from Bond. I live outside of the United States. 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. Please call a customer service representative at 1-800-344-5128 for more information. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. About Us New Users: Please select "First Time Visitor" to create your login credentials now. Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. 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. 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. since the first Israeli bond was sold in 1951. Computershare makes gathering your tax information and filing a little easier. 2023 Israel Bonds Direct. Privacy Policy Once finished, your payment will be processed for all purchases in that transaction. All Rights Reserved. Computershare provides confirmation of payment to the purchaser, a confirmation letter to the registered owner (if that person is different than the purchaser) and will mail a book entry notification to the bondholder (or third party if requested) when the bond issues on the issue date. Bonds do not earn interest after the maturity or call date. This is not an offering, which can be made only by prospectus. Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. However, if your State allows, you can change to a Transfer on Death (TOD) registration. 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 If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. Yes. 110 0 obj <> endobj A Court Order designating the transfer of the bond. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. hYr8. 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. 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). Your guarantor will require proof of your authority to act. DGI@`GI ls4"J};U}8hx=jvI_H%WZD+@7RYh@Rk|)g=7Wv2^BHveR2q3? 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. New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. Consult your guarantor institution for its requirements. 150 Royall Street Affidavit of Loss & Indemnity (only if Physical Certificate is lost). All ACH payments are made payable to the State of Israel. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. | If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. 150 Royall Street, Suite 101. Any existing account details, such as wire instructions, must be restated in the letter of instructions. Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. 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: 150 Royall Street 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 %PDF-1.6 % Your guarantor will require proof of your authority to act. Only one beneficiary can be designated per registration. 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. Taxation Please download the form for instructions and fee schedule. If I have Power of Attorney for this account, how do I transfer the bond? About Us If we encounter a problem with your transaction, we will contact you to review any questions we may have. Customers should check investments and current rates for restrictions pertaining to specific bonds. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. Access the Computershare Corporate Trust reporting portal. We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. 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. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Current Users: To access your account, please login (at left) with your User ID and Password. 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). Canton, MA 02021 Attn: Corporate Trust OperationsP.O. EMC Affidavit of Domicile Please make sure that all signatures are notarized. All Rights Reserved. Changes made to bondholder accounts or bond holdings through IBD do not affect purchaser account information maintained 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. 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) for redemption. Global Entity Management System . Learn how to register, set up an online profile, and start investing in Israel bonds. Attn: Israel Bonds Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. Affidavit of Loss & Indemnity (only if original physical bond is lost). This form must be signed by every remaining bondholder. Computershare, an acknowledged expert in handling this information . 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). COMPUTERSHARE, fiscal agent for State of Israel Bonds: (866) 764-3425 ISRAEL BONDS CUSTOMER SERVICE: (888) 519-4111 . To contact Computershare directly, please call 1-866-764-3425. 5 e)J0.)87Hp: n,{2$f$00120d# If youre looking to build the career youve always wanted, were excited to meet you. How do I transfer a bond for a deceased bondholder? In some cases, it can take up to 10 days for mail to be delivered. 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. Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare The general requirements for registering securities in a trust registration include: Yes. Physical certificates are offered only to government agencies, pension plans, employee benefit/IRA plans and other financial institutions. Login or create your login credentials now to securely access your bond portfolio online! 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). For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Failure to certify SSN or TIN may subject the holder to federal tax withholding. Please see prospectuses for more information. Canton, MA 02021. . 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. 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 Check the background of this firm on FINRA's Broker Check. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. No. Some of the more common types of ownership include: Individual registrationA form of individual ownership. Relationship Disclosure Information Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. Your guarantor will require proof of your authority to act. New Users: Please select "First Time Visitor" to create your login credentials now. 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). Manage your critical securityholder information. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. 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. Gift bonds can be purchased online, and customers also have the option of printing a gift card. Affidavit of Domicile Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. What should I do if I find the certificate after it has been replaced? You should receive a confirmation within 7 business days. Careers Box 1517Minneapolis, MN 55415. Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. The Medallion stamp must not be dated or notated in any manner. 395 0 obj <>stream Issuer Online. Upon the death of the individual, the bond may be subject to probate proceedings. 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). 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). 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. %%EOF 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."

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