Israel Bonds

Not Just a Bond, a Bond with Israel.

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Strengthening Israel’s Economy

Proceeds from the sale of bonds have played a decisive role in Israel’s rapid evolution from nascent state to elite nation. Today, investing in Israel bonds supports a technological superpower continually pushing the boundaries of innovation.

Choice for Your Portfolio

Generate income. Save for the future. Diversify. Available investment options enable you to select an Israel bond specific to personal financial goals.

Celebrate with Mazel Tov Bonds

Celebrate a newborn, a bar or bat mitzvah, a wedding or other special occasion with a gift of Mazel Tov bonds. You’ll be sharing your pride in Israel with important people in your life, while also encouraging their own connection with Israel. Mazel Tov bonds can be purchased for an initial minimum investment of $100, plus additional $10 increments.

FORMS

Forms can be completed electronically and printed for submission.

Do not send emails or attached forms containing confidential or personal information, such as your social security number, please send requests by regular mail instead. Please call your local Israel Bonds office to discuss the best means by which you may send that information.
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Affidavit of Custodian This form is used, in most cases, for bonds which have been incorrectly registered in the name of a minor rather than in a custodial format as required.
Affidavit of Domicile This form is used to affirm the belief and knowledge that verifies the address of the decedent at the time of death. The form must be signed in the presence of a notary public. Can be used for reinvestments, redemptions & transfers.
Affidavit of Loss & Indemnity This form can be used by holders of lost Israel bonds. Please see the PDF document for instructions and the appropriate fee schedule for bond replacements.
Affidavit of One and the Same Certification This form is used to certify that the customer is the same person whose name appears on a specific document. The document has to be witnessed and medallion guaranteed by a financial institution. (i.e. If a bond has the customer's Hebrew name but his identification has the legal name).
Assignment Form – Corporate One or more registered owner(s) transferring bonds to another form of registration where corporation or organization is in existence. Can be used for transfers of corporations or organizations.
Assignment Form – Individuals One or more registered owner(s) transferring bonds to another form of registration where all registered holders are living. Can be used for transfers of individuals and /or custodians for minors.
Bond Financing Information Sheet This form is used when a purchase is financed by an authorized institutional lender. Available for the Libor Floating Rate Issue only.
Certification - Copy of Document The Fiscal Agent requires original documents, such as marriage certificates, birth certificates and death certificates. As an alternative to sending the original, you may use this form to provide a copy of the original document. This form says that the attached photocopy is a copy of the original and must be notarized. The notary will notarize that they viewed the original document and verify the customer's signature.
Customer Information Form - Corporate This form is used for the first time corporate purchaser. It is completed one time only and is a mandated form from FINRA (Financial Industry Regulatory Authority).
Customer Information Form - Individual This form is used for the first time individual purchaser. It is completed one time only and is a mandated form from FINRA (Financial Industry Regulatory Authority).
Computershare Contact Information This document is used to provide basic knowledge and contact information for all transactions performed by the fiscal agent, Computershare
Corporate Resolution Form This form is used when affirming the authority of the person conducting transactions on behalf of the corporation.
Computershare Direct Deposit (ACH) This form is used to notify and authorize the Computershare (fiscal agent) to credit your bank account with the interest and principal payments via electronic deposit. Must be submitted along with voided check unless completed online at www.israelbondsdirect.com. Can be used with initial purchases and / or existing interest bearing accounts maintained at Computershare.
Interest Order Form This form is used to notify and authorize Computershare (the fiscal agent) to credit your bank account with the interest and principal payments via wire deposit.. Can be used with initial purchases and / or existing interest bearing accounts maintained at Computershare.
Investment Form – Individual This form is completed by the purchaser and reflects the name & address of the recipient (registered owner) when they are individuals.
Investment Form – IRA This form is completed by the purchaser and reflects the name & address of the recipient (registered owner) when it is a broker as custodian for the IRA of an individual. Must be signed by broker. Must be accompanied by check or wire from broker. No personals checks for IRA purchases.
Investment Form – Minor This form is completed by the purchaser and reflects the name & address of the recipient (registered owner) when it is a minor. Adult custodian for a minor.
Letter of Approval For FINRA Affiliates This form is used and must be completed by persons & employers (compliance officers) by FINRA affiliated firms.
Letter of Transmittal Form This form is completed by the holder of the matured bond to authorize the reinvestment of proceeds into same or different registration (new purchase). Must be signed by holder(s) of matured bond(s).
Small Estate Affidavit & Indemnity Form The Affidavit and Indemnity Agreement may be used to request transfer or redemption on death for the last to die where there is no formal administration of the estate of the deceased bondholder (where no Executor or Administrator has been appointed by a court) and the face value of the bond(s) does not exceed $6,000.00. It may be used for estates of bondholders domiciled in all states other than California and Illinois. California and Illinois have their own forms. Can be used for reinvestments, redemptions & transfers.
W-8 Form (Ben) This form is used by a non U.S resident to certify that funds (proceeds) are being distributed outside of the U.S.A.
W-9 Form This form is used to certify a U.S. resident's taxpayer identification number. Can be used when submitting a bond for transfer (re-registration) or redemption.
Wiring Instructions These are the instructions to follow when purchasing a new bond by wired funds.