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Transfers & Changes

Israel bonds are transferable under limited circumstances. Please see prospectuses for more information.

Routine Transfers

  1. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer you wish to make.
  2. 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.
  3. Complete the Assignment Separate from Bond form since the proceeds will be issued, upon maturity,  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

Required Forms:

Assignment Separate from Bond

Surviving Joint Holder (other holder is deceased)

  1. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the transfer.
  2. 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
  3. Certified death certificate(s) for all deceased bondholder(s)  or a copy of the death certificate accompanies by a Certification 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. If available, please provide, as applicable, the letters testamentary or similar appointment documentation, or small estate affidavit/documentation.

Required Forms:

Certified Death Certificate – Certification Document
Affidavit of Domicile
W-9 Form
Small Estate Affidavit or Letters

Deceased Holder(s) – Transfers or 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. 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
  3. Certified death certificate(s) for all deceased bondholder(s)  or a copy of the death certificate accompanies by a Certification 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 the Assignment Separate from Bond form since the proceeds will be delivered to someone other than the original bondholder.
    • The executor/administrator or transferee/individual who shall receive the proceeds should complete this form.
    • Please make sure this document is Medallion Guaranteed.
  7. If available, please provide, as applicable, the letters testamentary or similar appointment documentation, or small estate affidavit/documentation.

Required Forms:

Assignment Separate from Bond
Certified Death Certificate – Certification Document
Affidavit of Domicile
W-9 Form
Small Estate Affidavit or Letters

How to Submit Required Documents

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.

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