Access our Automated Stock Administrator's Portal. Computershare Corporate Trust does not provide legal, accounting, or tax advice. 344 0 obj <> endobj 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. Gift bonds can be purchased online, and customers also have the option of printing a gift card. 395 0 obj <>stream The Medallion stamp must not be dated or notated in any manner. Please read the prospectuses and current rates carefully before investing. EMC To redeem an Israel bond due to termination of an IRA/Profit sharing Plan/Keogh Plan in which the bond was held, please submit the following: Please mail (certified) or overnight/ground delivery the required documentation to: %PDF-1.7 % Please call a customer service representative at 1-800-344-5128 for more information. Your guarantor will require proof of your authority to act. Customer Relationship Summaryand Reg BI Disclosure View. Affidavit of Loss & Indemnity (only if original physical bond is lost). 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. 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. If you are signing on behalf of the registered owner, additional documentation may be required. 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: 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. New business inquiries endstream endobj 115 0 obj <>/Subtype/Form/Type/XObject>>stream Without this form properly completed, the Fiscal Agent is required by law to backup withhold. Please make sure this document is Medallion Guaranteed. 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. Form W-9 Request for Taxpayer Identification Number and Certification If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. This form must be signed by every bondholder. Attn: Israel Bonds The Medallion stamp must not be dated or notated in any manner. Authorization for Electronic Funds Transfer Credit The physical certificate (make a copy of your physical certificate for your personal records) How do I request a redemption check for a bond? Parties acting as disbursement agents, such as . 5 e)J0.)87Hp: n,{2$f$00120d# Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. 110 0 obj <> endobj GEMS. Affidavit of Loss & Indemnity (only if original physical bond is lost), Computershare Yes. Check the background of this firm on FINRA's BrokerCheck. Fiscal Agent A certified copy of the former minor birth certificate. e`h ) I in@ZXzX5Dh/P-3E;MlF}.L#1:A!1% )"24# 4/PReX|Q.yf;$BD 8B*c Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Open a new account or linking existing accounts to your user profile. Physical certificates are offered only to government agencies, pension plans, employee benefit/IRA plans and other financial institutions. Box 1517Minneapolis, MN 55415, Overnight/CourierComputershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. 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. Affidavit of Domicile We recommend you contact an attorney for assistance in completing the Affidavit. 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. May I have interest checks electronically deposited? Upon the death of either, the property goes to the survivor. The Medallion stamp must not be dated or notated in any manner. If I have Power of Attorney for this account, how do I transfer the bond? COMPUTERSHARE - Israel Bonds 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. Fiscal Agent - Israel Bonds All Rights Reserved. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. To contact Computershare directly, please call 1-866-764-3425. 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. 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. since the first Israeli bond was sold in 1951. A copy of the Power of Attorney document authorizing you to sell, assign, and transfer securities. What should I do if I find the certificate after it has been replaced? Please see prospectuses for more information. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Upon the death of the individual, the bond may be subject to probate proceedings. 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. 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. 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. W-9 Form 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. Consult your guarantor institution for its requirements. Payment for an Israel bond purchased online can be done only via ACH. The physical certificate (please make a copy of your physical certificate for your personal records). 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). If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. 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). Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. Access the Computershare . 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. 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. This means a financial institution has guaranteed the signature on the document. No. 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). Israel bonds are transferable under limited circumstances. 0 Are israel bonds a good investment - Global Investor Networking All ACH payments are made payable to the State of Israel. However, if your State allows, you can change to a Transfer on Death (TOD) registration. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Send the request to: Computershare Trust Company, N.A.Attn: Corporate Trust OperationsP.O. Copyright 2023 Canada-Israel Securities, Limited is registered as an Exempt Market Dealer. 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. 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. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the donation in detail. endstream endobj 116 0 obj <>stream 888.519.4111Client.Support@israelbonds.com. The general requirements for registering securities in a trust registration include: Yes. About Us To contact Computershare directly, please call 1-866-764-3425. Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. Table of Contents If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit Israel Bonds | Invest in Israel You have the ability to unsubscribe from future mailings at any time. This is different from tenancy in common and tenancy by the entirety. Please mail (certified) or overnight/ground deliver the required documentation to: 150 Royall Street | Bonds do not earn interest after the maturity or call date. /Tx BMC Israel Bonds | Development Corporation for Israel | Not Just A Bond. A Computershare Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. If the bond is for someone other than yourself you do not need to provide this information. Can I correct an error on my registration? You may not use a credit card to purchase Israel bonds. Israel Bonds Direct - Computershare %%EOF 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. 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. 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). Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. Can I put my bond in a custodial registration for my children or grandchildren? /Tx BMC If youre looking to build the career youve always wanted, were excited to meet you. MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. If you are using a savings account, contact your financial institution forthe routing number. Assignment Separate from Bond. Relationship Disclosure Information 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: For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). Investors should consider the investment objectives, risks and expenses carefully before investing in Israel bonds. 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). Contact information for investors /Tx BMC Welcome to Computershare Jacubovich v. Israel, 397 F. Supp. 3d 388 | Casetext Search + Citator Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. 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). No. Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. You can also access your tax forms digitally: Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online All rights reserved. Israel Bonds | Invest in Israel This form must be signed by every remaining bondholder. How do I report non-receipt of a certificate? Statement of Holdings - Israel Bonds Box 1517Minneapolis, MN 55415. 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). Attn: Customer Service Please make sure that all signatures are notarized. Small Estate Affidavit or Letters, Assignment Separate from Bond Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. All bonds are issued on the 1st and 15th of the month after purchase. 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. 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. Current Users: To access your account, please login (at left) with your User ID and Password. A certified copy of the death certificate. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Assignment Separate from Bond New Users: Please select "First Time Visitor" to create your login credentials now. CTSLink. 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. 150 Royall Street, Suite 101. endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream Information for Tax Filing Please note that you must complete this form in blue ink and all holders signatures must be notarized on the affidavit. The Medallion stamp must not be dated or notated in any manner. Is ComputerShare Safe? Or is ComputerShare a Scam? BBB Rating 2023 Payments will be made according to the instructions on file. How do I cash in State of Israel bonds? - Wise-Answers New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ No. 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. AODA Customer Feedback Form 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). Available bonds and rates include fixed and floating rate bonds with multiple maturity options. How do I transfer a bond due to a divorce? Frequently Asked Questions The interest rate is predicated on when payments are received. Israel Bonds | Invest in Israel Computershare A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. . Please read the prospectuses and current rates carefully before investing. About Us DCI accounts are by purchaser. 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. Computershareacts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/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. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. 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. 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). endstream endobj startxref Your guarantor will require proof of your authority to act. Some of the more common types of ownership include: Individual registrationA form of individual ownership. For any questions regarding IBD, contact Computershare at 866.764.3425. Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. If we encounter a problem with your transaction, we will contact you to review any questions we may have. CTSLink Direct. New Users: Please select "First Time Visitor" to create your login credentials now. EMC Your guarantor will require proof of your authority to act. To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. 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. | @~l/N~to0C)ThH~?* . We are here to assist you with your account setup and online purchasing. 6/2014. 150 Royall Street These measures include computer safeguards and secure files. This is different from tenancy by the entirety and joint tenancy. The Medallion stamp must not be dated or notated in any manner. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Generally, it is not recommended that registrations be in a minor's name alone. 2023 Israel Bonds Direct. r/Israel on Reddit: Redeeming Israel bonds? Please review the prospectuses for more information. 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 . Legal Your guarantor will require proof of your authority to act. 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 ASAP. DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. Computershare > Corporate Trust > Registered Bonds Transferring a bond General Types of bond registration Bondholders have a number of ways to register their accounts. 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. Your guarantor will require proof of your authority to act. Computershare makes gathering your tax information and filing a little easier. Importing Tax Data from Computershare into TurboTax Computershare Corporate Trust Operations will then credit your designated bank account in the amount of your interest payment. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanies by a. Transfer on death (TOD) registrationA form of individual or joint tenant ownership where a beneficiary has been designated. Taxation Corporate Trust. How to complete this form Print the complete bank account number. Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. Changes to purchaser account information can be made by calling Israel Bonds Client Support, 888.519.4111, or emailing client.support@israelbonds.com. How do I transfer a bond for a deceased tenant? Manage your critical securityholder information. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. Careers Contact Us. This is not an offering, which can be made only by prospectus. Your guarantor will require proof of your authority to act. To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). If 10 days have passed since the certificate was mailed to you, please contact Bondholder Communications at 1-800-344-5128. Overnight: Computershare. Please note, Israel bonds have limited transferability. 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. 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. Computershare offers trustee services for state and local housing agencies issuing tax-exempt, taxable, and privately placed bonds. 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? If your bond is called, a call notice will be sent to the registered address. You also may want to consider signing up for electronic deposit of interest payments. Box 1517Minneapolis, MN 55415. You should receive a confirmation within 7 business days. 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. 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. Check the background of this firm on FINRA's Broker Check 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. Privacy Policy | About Us | Terms and Conditions. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. Please mail (certified) or overnight/ground delivery the required documentation to: It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. | All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. 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.
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