Israel Bonds

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, by regular email. Please call your local Israel Bonds office to discuss the best means by which you may send that information.
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Bank of NY Contact Info	This document is used to provide basic knowledge and contact information for all transactions performed by the fiscal agent, The Bank of NY Mellon
F O R M S :
Affidavit of Custodian	This form is used, in most cases, for bond 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 may only be used by holders of lost Bonds whose total value exceed $20,000 (for holdings under this amount, you must contact Bank of New York Bond Holder Relations 866-764-3425). A fee of 1% of the face value of the Bond(s) must be included by check or money order made payable to the State of Israel. All holders of the Bond must sign the form and have their signature notarized. A cover letter should be included stating the Bond was lost and the Affidavit and check are enclosed to start the process to redeem/replace the Bond. All material should be mailed to State of Israel Bonds, Central Processing, 575 Lexington Ave, New York, NY 10022. For more information or assistance in completing the form, please contact your local Israel Bonds office.
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.
BNY Change of Address (COA)	This form is used to notify Bank of NY (fiscal agent) of a change in the address for registered holders of accounts – this must be signed by the registered owners. Can be used for existing Bondholder accounts maintained at BNY.
BNY Direct Deposit (ACH)	This form is used to notify and authorize the Bank of NY (fiscal agent) to credit your bank account with the interest distributions via electronic deposit. Must be submitted along with voided check. Can be used with initial purchases and / or existing interest bearing accounts maintained at BNY.
BNY Interest Order Form	This form is used to notify and authorize the Bank of NY (fiscal agent) to credit your account with the interest distributions via wires. Can be used with initial purchases and / or existing interest bearing accounts maintained at BNY.
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.
Consolidation of Accounts Form	This form is used to notify and authorize the Bank of NY (fiscal agent) to consolidate any accounts that have the exact same registration and address and TIN (Social Security Number). A COA form can be used in conjunction with this form to authorize any changes in the address in order to make accounts match.
Corporate Resolution Form	This form is used when affirming the authority of the person conducting transactions on behalf of the corporation.
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).
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).
Notice of Lost Bonds	This form may be used by holders of any lost bonds. The Fiscal Agent requires a signed document informing them when a bond has been lost or misplaced. There will be a fee charged equaling 2% of the face (maturity) value of all lost bonds (minimum charge of $50.00). Submission of this form will result in the Fiscal Agent generating an Affidavit of Loss (see above form) which must be completed by all registered holders.
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.