Instead of the public company maintaining records of shareholders and ownership and managing stock actions like dividend distribution and splits, they rely on the stock transfer agent. 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. Learn more about State of Israel Bonds >>, Learn more about rates & how to purchase >>. Your guarantor will require proof of your authority to act. Israel Bonds Direct. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. The transaction will appear on your statement within 3-7 business days. Investment histories can be accessed online via the users profile. 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 A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. Follow the instructions on the call notice and submit the bond to Corporate Trust Operations for payment. Please send a written request for a payment change to Computershare Corporate Trust Operations. Customer Relationship Summaryand Reg BI Disclosure View. For the redemption of bonds certificate(s), please complete and sign the Israel bonds Redemption form (page 2). If you wish to link existing approved accounts, you must call customer service at 888.519.4111. 2023 Development Corporation for Israel. Computershare Attn: Israel Bonds 150 Royall Street Canton, MA 02021 To contact Computershare directly, please call 1-866-764-3425. 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: This is not an offering, which can be made only by prospectus. We are here to assist you with your account setup and online purchasing. Consult your guarantor institution for its requirements. The Medallion stamp must not be dated or notated in any manner. 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). This form must be signed by every remaining bondholder. Box 5263 Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Failure to certify SSN or TIN may subject the holder to federal tax withholding. hPGLQ 6x)tLntL{cXzp5HD)(JNC.ySj r d7f exR}Uyifne}aq8>9=>;9p{xyzGb"cB#C|L]FAN0K_ZRWY^l(h264u MvwC`r'^J^n Member FINRA, A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem. 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. W-9 Form The request must include the bond information, the bank name, bank address, ABA number, type of account, and a voided check. 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). Open a new account or linking existing accounts to your user profile. Please read the prospectuses and current rates carefully before investing. Please see prospectuses for more information. 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 How do I transfer a bond due to a divorce? 5 e)J0.)87Hp: n,{2$f$00120d# Your guarantor will require proof of your authority to act. Once finished, your payment will be processed for all purchases in that transaction. This is different from tenancy in common and joint tenancy. The Medallion stamp must not be dated or notated in any manner. Yes. 141 0 obj <>/Filter/FlateDecode/ID[<1616C71D38FEE8469E71C4A083509131><0669B5B099C1AC4B9DC23FAE7DAC32D5>]/Index[110 64]/Info 109 0 R/Length 124/Prev 122969/Root 111 0 R/Size 174/Type/XRef/W[1 2 1]>>stream Check the background of this firm on FINRA's Broker Check DCI does not disclose non-public personal information about its clients except as permitted by law (see "How is provided information utilized?"). Once complete you can then either open a new account or link an existing account to your profile. If you hold a physical certificate, it must be submitted to Computershare along with a signed written request to redeem the bond. Attn: Israel Bonds 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. | Complaints since the first Israeli bond was sold in 1951. New accounts require approval per Financial Industry Regulatory Authority (FINRA) regulations, which generally takes one business day. 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. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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 requested transfer or redemption. 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. Like other bonds, investing in Israeli bonds puts your capital at risk. Current Users: To access your account, please login (at left) with your User ID and Password. %PDF-1.7 % Fi nd answers to common questions with the FAQs on the Investor Center website. 150 Royall Street All Israel bonds currently offered can be acquired online (other than bonds purchased through the financing program). Terms and Conditions. This means a financial institution has guaranteed the signature on the document. Assignment Separate from Bond Form: Please make sure this form is Medallion Guaranteed. 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. 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. Affidavit of Domicile Form Current Users: To access your account, please login (at left) with your User ID and Password. Before investing in Israel bonds online you must first register on the eCommerce site by creating an online profile. Relationship Disclosure Information Terms and Conditions. Please call a customer service representative at. hYr8. 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. Please note, Israel bonds have limited transferability. 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. (collectively, "Computershare"), as fiscal agent, paying agent, transfer agent and registrar. We at Israel Bonds are committed to fulfilling the requests of our clients in the most efficient and effective manner possible. Box 1517Minneapolis, MN 55415. It is recommended you use a traceable delivery method and insure the package for 2% of the current market value of the bond. 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. Computershare acts as fiscal agent for bonds issued by the State of Israel and sold by Development Corporation for Israel/Israel Bonds. The maturity date is printed on the face of each bond and on each interest check you receive. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). 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. 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 Send all documents to: Fiscal Agent checks cannot be used to reinvest an Israel bond online. 1996 - 2023 Computershare Limited. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. 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 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 All Rights Reserved. All rights reserved. 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). 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: You can register on IBD by using your Social Security information or assigned Computershare account number, and your last name or ZIP code. Canton, MA 02021, Affidavit of Domicile Form 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. Careers 344 0 obj <> endobj Upon the death of either, the property goes to the survivor. Your guarantor will require proof of your authority to act. Computershare makes gathering your tax information and filing a little easier. New Users: Please select "First Time Visitor" to create your login credentials now. If the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare). Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Global Entity Management System . Your guarantor will require proof of your authority to act. Customer Relationship Summaryand Reg BI Disclosure View. 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. (See applicable definitions.). Assignment Separate from Bond. Required Forms Assignment Separate from Bond W-9 Form Affidavit of Loss & Indemnity (only if original physical bond is lost) Deceased Holder (s) Redemptions %%EOF Please review the prospectuses for more information. Box 1517Minneapolis, MN 55415. All ACH payments are made payable to the State of Israel. 150 Royall Street You should receive a confirmation within 7 business days. Payment for an Israel bond purchased online can be done only via ACH. We recommend you use a traceable delivery method and insure the package for 2% of the current market value of the bond. All Rights Reserved. Frequently Asked Questions Computershare Corporate Trust Operations will then credit your designated bank account in the amount of your interest payment. Legal All physical bond reinvestments require a letter of transmittal with original signatures of all current bond holders. hYS8WBMmIl_mQ0C;I&%an*QTF:RE:7(nJ,EFiPfQ4"N"1(3 i)^* aY4!pJ Attn: Israel Bonds If the payment is being made to someone other than the registered holder, there may be additional requirements. You may not use a credit card to purchase Israel bonds. e`h ) I in@ZXzX5Dh/P-3E;MlF}.L#1:A!1% )"24# 4/PReX|Q.yf;$BD 8B*c Please download the form for instructions and fee schedule. 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. Affidavit of Loss & Indemnity (only if Physical Certificate is lost). For more information regarding fees and other disclosures, please review our Customer Relationship Summary. For any questions regarding IBD, contact Computershare at 866.764.3425. Account access. Small Estate Affidavit or Letters, Assignment Separate from Bond Please consult your legal, accounting, and tax advisors to determine how this information may apply to your own situation. This company acts as an in-between for investors and firms issuing public equity or stocks. Box 1517Minneapolis, MN 55415. 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. If the bond is held in certificate form, you must submit the bond certificate(s) to complete the transfer. EMC 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. Please mail (certified) or overnight/ground delivery the required documentation to: 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. 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. If your bond is called, a call notice will be sent to the registered address. What should I do if I find the certificate after it has been replaced? Available bonds and rates include fixed and floating rate bonds with multiple maturity options. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. 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 GEMS. 2023 Development Corporation for Israel. This linkconnects to Israel Bonds Direct (IBD), Computershares site for managing Israel bond holdings. To contact Computershare directly, please call 1-866-764-3425. How do I transfer a bond for a deceased bondholder? The Medallion stamp must not be dated or notated in any manner. A Court Order designating the transfer of the bond. Get Started Learn how to register, set up an online profile, and start investing in Israel bonds. To complete the transfer, Corporate Trust Operations requires the following: Send the transfer request to one of the addresses below. 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. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Assignment Separate from Bond 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. 395 0 obj <>stream 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? /Tx BMC If you are signing on behalf of the registered owner, additional documentation may be required. 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. Copyright document.write(new Date().getFullYear()); Development Corporation for Israel. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. 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. No. Fiscal Agent Computershare Trust Company of Canada ("Computershare") is the fiscal agent for the State of Israel. Joint tenancy registrationA form of ownership that occurs when two or more individuals hold a bond. Please call a customer service representative at 1-800-344-5128 for more information. The general requirements for registering securities in a trust registration include: Yes. Fiscal Agent pay interest to you, the bondholder, and repay the loan at the end of its term. endstream endobj 114 0 obj <>/Subtype/Form/Type/XObject>>stream Data Security Our team Canton, MA 02021 Israel uses borrowed money to strengthen almost every part of its modern, innovative and diverse economy. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make. FOR ASSISTANCE WITH NEW BOND PURCHASES: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. 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. Contact Us. Member FINRA, Bonding with History: A 70th Anniversary Narrative. For more information please visit Computershare Trust Company of Canada or call tollfree18669828777. How can I transfer the bond on this account? /Tx BMC 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. The request must be signed by all holder(s) and notarized. A W-9 (PDF) form or a W-8 BEN (PDF) form is required. You also may want to consider signing up for electronic deposit of interest payments. How do I transfer a bond for a deceased tenant? 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. endstream endobj startxref 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). 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. Learn more and download it here. 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. 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. Attn: Israel Bonds Corporate When a corporation is the original bondholder. The beneficiary has no rights in, or with respect to, the security until the security owner(s) die. 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). Privacy Policy No. All web transactions are secured and encrypted with HTTPS. All Rights Reserved. MailComputershare Trust Company, N.A.Attn: Corporate Trust OperationsMAC N9303-121P.O. If you locate a certificate that has already been replaced, please send the original certificate to Computershare Corporate Trust: The information contained in these materials is for your information and is not intended as legal, accounting or tax advice.
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