Transfers

Israel Bonds are transferable under limited circumstances.

If you need assistance, please call us at 416.789.3351 or toll free 1.866.543.3351

1. Individual

Requirements:

a. Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
b. Original Certificate(s) or book entry statement(s)
c. Securities Transfer Form
d. Signature Guarantee or Medallion Guarantee on the transfer form

Securities Transfer Form

2. Company / Corporation

(including: Businesses, Charities, Places of Worship, Foundations, Schools, Universities)

Requirements:

a. Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
b. Medallion Guarantee on the transfer form

With the following supporting documents:

Original Certificate(s) or book entry statement(s)
Securities Transfer Form

c. If a Medallion Guarantee is not provided, the following documents are required:

I. Original Certificate(s) or book entry statement(s)
II. Signature guarantee stamp on the transfer form
III. 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)

Securities Transfer Form

Corporate Resolution

3. Corporation — Sole Ownership

Requirements:

a. Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
b. Medallion Guarantee on the transfer form.

With the following supporting documents:

Original Certificate(s) or book entry statement(s)
Securities Transfer Form

c. If a Medallion Guarantee is not provided, the following documents are required:

I. Original Certificate(s)
II. Signature guarantee stamp on the transfer form.
III. Resolution of Sole Ownership

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)

Securities Transfer Form

Affidavit of Sole Ownership

4. Corporation — Sole Director

Requirements:

a. Cover letter with contact information and mailing address (please specify if you require original documents returned to you).
b. Medallion Guarantee on the transfer form.

With the following supporting documents: