Israel Bonds | Invest in Israel (2024)

This section contains information regarding redeeming Israel bonds under specific circ*mstances.

Physical Bond

To redeem a matured Israel bond in certificate form registered in your name, submit the following:

• A signed letter of instruction to Computershare, Israel's fiscal agent explaining your intent to redeem
• The physical certificate (make a copy of your physical certificate for your personal records)
• W-9 Form:
  • This form must be filled out and signed by
    1. the bondholder whose name appears first in the registration, or
    2. the broker on behalf of the account in which the bond is being held, or
    3. in the name of the minor and signed by the custodian, or
  • 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.
  • Without this form properly completed, the Fiscal Agent is required by law to backup withhold 28% of interest and/or principal payments.

Only use the form listed below if the bond is lost:

• :(Please refer to instruction sheet for mailing address and applicable fees)
  • This form must be signed by every bondholder.
  • Please download the form for instructions and fee schedule.

Please note that you must complete this form in blue ink and all holders’ signatures must be notarized on the affidavit.

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.

Required Forms

Joint Tenancy Bond – One Owner Deceased

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:

• 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
• A certified death certificate of the deceased bondholder(s) or you may provide a copy along with below Assignment Separate from Bond Form.
• Assignment Separate from Bond Form: (NOT REQUIRED IF AN ORIGINAL DEATH CERTIFICATE IS SENT)
  • This form is required ONLY if the check/bond is being issued to any person/entity other than those listed on the original registration
  • The original bondholder should complete this form as indicated below
    • Corporate – When an entity is the original bondholder
    • Individual – When an individual is the original bondholder
  • Please make sure this form is Medallion Guaranteed. This means a financial institution has guaranteed the signature on the document. Many financial institutions offer this service for a fee. Please note, Israel bonds have limited transferability. Please review the prospectus for more information at http://www.israelbonds.com
• Affidavit of Domicile Form:
  • This form is required to affirm the address, at the time of death, of the deceased bondholder.
  • All remaining holders (if applicable) must sign this document.
  • Please make sure that all signatures are notarized.

Only use the form listed below if the bond is lost.

• :(Please refer to instruction sheet for mailing address and applicable fees)
  • This form must be signed by every remaining bondholder.
  • Please download the form for instructions and fee schedule.

Required Forms

Bond Initially Registered in the Name of a Minor-Minor Now of Age

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:

• 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
• W-9 Form:
  • This form must be filled out and signed in the name of the minor, using the minor’s social security number, and signed by the custodian.
  • 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.
  • Without this form properly completed, the Fiscal Agent is required by law to backup withhold 28% of interest and/or principal payments.

For bonds with a value equal to or less than $10,000:

• 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.
• 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, driver’s license or his or her birth certificate to evidence that he or she has attained the majority age. 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.

For bonds with a value equal to or greater than $10,001:

Assignment Separate from Bond Form:

• Complete the Assignment Separate from Bond Formsince the proceeds will be issued to someone other than the original bondholder.
  • The original bondholder should complete this form as indicated below
    • Corporate – When an entity is the original bondholder
    • Individual – When an individual is the original bondholder
  • Please make sure this document is Medallion Guaranteed.

Please make sure this form is Medallion Guaranteed. This means a financial institution has guaranteed the signature on the document. Many financial institutions offer this service for a fee. Please note, Israel bonds have limited transferability. Please review the prospectuses for more information.

Only use the form listed below if bond is lost.

• (Please refer to instruction sheet for mailing address and applicable fees)
  • This form must be signed by every bondholder.
  • Please download the form for instructions and fee schedule.

Required Forms

Assignment Separate from Bond
W-9 Form

Deceased Holder(s) Redemptions

1. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it.
2. 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 the bond is in book entry form, include the last statement received from the Fiscal Agent (Computershare).
3. Certified death certificate(s) for all deceased bondholder(s) or a copy of the death certificate accompanied by aCertification Document
4. Affidavit of Domicile–Confirms the last known address of the decedent(s).ALL SIGNATURES MUST BE NOTARIZED.
5. W-9 Form–Used to certify a U.S. resident's taxpayer identification number to be completed by the beneficiary
6. Complete theAssignment Separate from Bond Formsince the proceeds will be delivered to someone other than the original bondholder.
   1. The executor/administrator or transferee/individual who shall receive the proceedsshould complete this form
   2. Please make sure this document isMedallion Guaranteed
7. If available, please provide, as applicable, the letters testamentary or similar appointment documentation, or small estate affidavit/documentation

​Please mail (certified) or overnight/ground deliver the required documentation to:

Computershare
Attn: Israel Bonds
150 Royall Street
Canton, MA 02021

Required Forms

Affidavit of Domicile Form
Assignment Separate from Bond

Termination of an IRA/Profit Sharing Plan/Keogh Plan

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:

Computershare
Attn: Israel Bonds
150 Royall Street
Canton, MA 02021

To contact Computershare directly, please call 1-866-764-3425.

Required Forms

To redeem a matured Bank Leumi certificate, the certificate owner should submit the following:

• W-9 Form:
  • This form must be filled out and signed by the bondholder whose name appearsfirstin the registration.
  • 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.
  • Without this form properly completed, the Fiscal Agent is required by law to backup withhold28%of interest and/or principal payments.
• The physical certificate (please make a copy of your physical certificate for your personal records).

Please mail (certified) or overnight/ground deliver the required documentation to:

DevelopmentCorporation for Israel
Attn: Customer Service
P.O. Box 5263
New York, NY 10150-5263

Required Forms