About Us How do I transfer a bond for a deceased tenant? Overnight: Computershare. Member FINRA, Bonding with History: A 70th Anniversary Narrative. 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 certified copy of the former minor birth certificate. Your guarantor will require proof of your authority to act. Parties acting as disbursement agents, such as . If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. Open a new account or linking existing accounts to your user profile. 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. Affidavit of Loss & Indemnity (only if original physical bond is lost). Assignment Separate from Bond EMC This is different from tenancy by the entirety and joint tenancy. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. 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." 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. 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. Call Canada-Israel Securities Limited at 1.866.543.3351, Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 3:00 PM Eastern Time. Israel bonds are transferable under limited circumstances. All others receive book entry notification. Contact Us. 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. 2023 Development Corporation for Israel. You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. The Medallion stamp must not be dated or notated in any manner. It normally takes 3-5 business days from the time you enter your transaction in our system to the time it is confirmed by Computershare. 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. What steps do I need to take to change a corporate registration? Providence, RI 02940-3078. . How to complete this form Print the complete bank account number. Customer Relationship Summaryand Reg BI Disclosure View. 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). If you are using a savings account, contact your financial institution forthe routing number. This means a financial institution has guaranteed the signature on the document. Box 1517Minneapolis, MN 55415. 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). 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. Certified Death Certificate Certification Document Canton, MA 02021 Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Computershare For more information regarding fees and other disclosures, please review our Customer Relationship Summary. If the bond is held in certificate form, you must submit the bond certificate(s) for redemption. Frequently Asked Questions To contact Computershare directly, please call 1-866-764-3425. DCI maintains physical, electronic and procedural safeguards to protect privacy and guard nonpublic personal information. Please send a written request for a payment change to Computershare Corporate Trust Operations. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. Like other bonds, investing in Israeli bonds puts your capital at risk. 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. If you wish to link existing approved accounts, you must call customer service at 888.519.4111. Yes. 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. 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. hbbd```b``"oH# "9H d&-L"\ =hJ?4FL`A$.dd4 _4#9%@ | This is different from tenancy in common and tenancy by the entirety. Create an online profile (user ID and password), a one-time process. ComputersharePO Box 43038 Providence, RI 02940-3038 B I HD+ 00H7WC-WEB . 6/2014. GEMS. Check the background of this firm on FINRA's Broker Check New Users: Please select "First Time Visitor" to create your login credentials now. 2023 Development Corporation for Israel. The transaction will appear on your statement within 3-7 business days. Please call a customer service representative at. Around here, its more than a job. Payments will be made according to the instructions on file. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. 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: W-9 Form Terms and Conditions. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Complaints It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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: To reinvest your bonds call 888-519-4111 or download and complete the relevant Investment Form(s). The signature(s) of the successor trustee(s) on the bond power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union). Computershare 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. Corporate Assignment Separate from Bond Form 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. The Medallion stamp must not be dated or notated in any manner. Attn: Israel Bonds Your guarantor will require proof of your authority to act. This section contains information regarding redeeming Israel bonds under specific circumstances. Computershare Your guarantor will require proof of your authority to act. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. The names of the individuals for whom you purchased will be saved so that you can easily purchase for them again at a future date. 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). No. If your shares are held in book entry, Computershare will mail the redemption check to the address on file upon maturit 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. Contact Us We are here to assist you with your account setup and online purchasing. Some of the more common types of ownership include: Individual registrationA form of individual ownership. 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 Computershare Attn: Israel Bonds P.O 43038 Providence, RI 02940-3038. 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. Failure to certify status may subject the holder to NRA tax withholding. Upon the death of the individual, the bond may be subject to probate proceedings. Please note, Israel bonds have limited transferability. During this process, you will need to provide a few personal details to validate your authority to access this information. Box 1517Minneapolis, MN 55415. The Medallion stamp must not be dated or notated in any manner. Available bonds and rates include fixed and floating rate bonds with multiple maturity options. If the payment is being made to someone other than the registered holder, there may be additional requirements. Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. The Medallion stamp must not be dated or notated in any manner. 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 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 your bond is called, a call notice will be sent to the registered address. Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. | 5 e)J0.)87Hp: n,{2$f$00120d# %%EOF Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. The physical certificate (please make a copy of your physical certificate for your personal records). 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). endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream Computershare is a leading provider of investor services, known for its sophisticated technology and superior customer service. A certified copy of the death certificate. To contact Computershare directly, please call 1-866-764-3425. May I have interest checks electronically deposited? Bonds are issued according to the date when your purchase was placed online. Welcome to Account Access, the place to view and manage your Israel Bonds Direct bond holdings. All rights reserved. Fi nd answers to common questions with the FAQs on the Investor Center website. Am I required to obtain a Medallion guarantee on the bond power form? Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Can I correct an error on my registration? Only use the form listed below if the bond is lost: To contact Computershare directly, please call 1-866-764-3425. o contact Computershare directly, please call 1-866-764-3425. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. Please submit a written request to Computershare Corporate Trust Operations. 888.519.4111Client.Support@israelbonds.com. Please read the prospectuses and current rates carefully before investing. 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. 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. 1996 - 2023 Computershare Limited. Assignment Separate from Bond 150 Royall Street, Suite 101. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Generally, it is not recommended that registrations be in a minor's name alone. Routine Transfers A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. Once complete you can then either open a new account or link an existing account to your profile. 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). 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. 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. Computershare accounts are maintained by holder. Please make sure this document is Medallion Guaranteed. Can I put my bond in a custodial registration for my children or grandchildren? This is not an offering, which can be made only by prospectus. 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. Please call a customer service representative at 1-800-344-5128 for more information. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. 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. hbbd``b` }@H0qAJ m R$VXAD; Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer. 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.