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Transfers
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Israel Bonds are transferable under limited circumstances.
If you need assistance, please call us at 4167893351 or toll free 1.866.543.3351
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Individual
Requirements:
- Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
- Original Certificate(s) or book entry statement(s)
- Securities Transfer Form
- Signature Guarantee or Medallion Guarantee on the transfer form
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Company / Corporation
(Includes: Businesses, Charities, Places of Worship, Foundations, Schools, Universities)
Requirements:
- Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
- Medallion Guarantee on the transfer form, with the following supporting documents:
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- Original Certificate(s) or book entry statement(s)
- Securities Transfer Form
- If a Medallion Guarantee is not provided, the following documents are required:
- Original Certificate(s) or book entry statement(s)
- Signature guarantee stamp on the transfer form
- Corporate Resolution
- Bank certified copy or original
- Dated within the last six months
- Bear the same company / corporation name as reflected in the registry on the bond(s) certificate or book entry statement
- List of names and titles of individuals authorized to sign on behalf of the Company / Corporation
- Document must be se signed by the Secretary or an Assistant Secretary, unless the authority to transfer is given to the signing officer, in which case the certification should be signed by another offices.
- Provide specimen of the Officers
- Be under corporate seal (if applicable)
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Corporation — Sole Ownership
Requirements:
- Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
- Medallion Guarantee on the transfer form, with the following supporting documents:
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- Original Certificate(s) or book entry statement(s)
- Securities Transfer Form
- If a Medallion Guarantee is not provided, the following documents are required:
- Original Certificate(s)
Signature guarantee stamp on the transfer form.
Resolution of Sole Ownership
- Original Certificate(s)
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- Bank certified copy or original
- Dated within the last six months
- Bear the same company / corporation name as reflected in the registry on the bond(s) certificate or book entry statement
- Be under corporate seal (if applicable)
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Corporation — Sole Director
Requirements:
- Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
- Medallion Guarantee on the transfer form, with the following supporting documents:
-
- Original Certificate(s) or book entry statement(s)
- Securities Transfer Form
- If a Medallion Guarantee is not provided, the following documents are required:
- Original Certificate(s)
- Signature guarantee stamp on the transfer form
- Resolution of Sole Director
IMPORTANT NOTE re: Bank Signature Guarantee and Medallion Guarantee Stamps
Please note, Computershare Trust Company of Canada (“Computershare”), the fiscal agent for Israel Bonds, will accept:
Bank Signature Guarantee Stamps from:
- Royal Bank of Canada
- Scotia Bank
- TD Canada Trust
Medallion Guarantee Stamps from:
- Bank of Montreal
- CIBC
- National Bank of Canada
- Any Brokerage Firm