With the release of the new bonds from Heather on November 16, 2013. I have created this post to list the Word version templates, some guidelines and some thoughts on what people have ferreted out with their BEing and DOing. This post will be continually updated so hit hard refresh when you come back to check for updates.
List of source posts:
BWWEE: HATJ New I Declaration of Deposit Example Docs and Discussion post click here
Original E_Call doc release post click here
Word version Template for E_Call Bond
Click here to download. You will find the parts you need to personalized to you and your country in blue. Below you will find additional guidelines on how to work with the bonds.
Click here for Word version Template for D_Call Bond
A summation of what needs to be customized on the bond and some things to consider… (just my perspective)
* On the bond, on the pay: to put your full name as it stands now (Not your given name at birth)
under obligee deposit orders:
acocount name: put your full name as it stands now
EIN: put your social security # or your countries equivilant (follow Hatj guide and put 3 digits then- then rest)
Treasury D D A N: put your social security # or your countries equivilant (follow Hatj guide and put 3 digits-2 digits-4 digits)
Back Office #: this is the certificate number off your birth certificate not the document # in the lower right corner or the back or in red… put dashes following same guide as Hatj ie: 3 digits year(some cases just last 2 of year, some cases full year all 4 digits)
Local file : for USA this stays the same- for outside of USA in your country look for the corresponding account as it is in USA UNITED STATES TREASURER /FINANCIAL MANAGEMENT SVCS
Routing : for USA add a 0 as it needs to be a 9 digit # (for ABA system) – for outside USA in your country look for the corresponding account as it is in USA UNITED STATES TREASURER /FINANCIAL MANAGEMENT SVCS
ABA: for USA this stays the way it is – for outside USA in your country look for the corresponding account as it is in USA UNITED STATES TREASURER /FINANCIAL MANAGEMENT SVCS (the template has the correction for USA and the correct number of digits needed)
Original Depository and D E: this is your birthdate
Original Depository Name: This was your full given name at birth
On the right side under the Authority, Authorization S A:
Usa incorporation date: for USA leave this (my strong sense is that this is left as is for all countries)
USA Re-organization date: leave as is
Perpetuity doc: leave as is
security : leave as is
Adendum and M: leave as is
Commercial bill: leave as is
true bill: leave as is
Original D and D ref: this pulls from your customized DODD
Receipt REF: this pulls from your customized DOR
You might also find it a good idea to draft a letter of intent and add that with your packet and your conversation with the bank.
Docs to include with your E Call Bond:
Your customized DODD for direct download Example DODD- Declaration Original Depository Deposit click here
Your customized DOR for direct download Example DOR– Declaration of Receipt click here
Your customized W n W of I for direct download Example WnWof I – Declaration of I click here (this example document with highlights added, is from the original file that Heather created, it has a “landscape” orientation that is the way the original Word file was sent over.)
A copy of the financing statement for direct download click here
A copy of the True bill for direct download click here
A copy of the commercial bill for direct download click here
a sheet that has the definitions of words from the Bond so that when a banker says they don’t know what x means or tries to sway the meaning of it you can hand then the definition sheet so they can clearly see the meaning
A copy of the True bill for direct download click here
A copy of the commercial bill for direct download click here
a sheet that has the definitions of words from the Bond so that when a banker says they don’t know what x means or tries to sway the meaning of it you can hand then the definition sheet so they can clearly see the meaning
Look up the definition of words on the bond you are not clear on what their definition is as it relates to financing/fiduciary conduct… equity call
damages call
obligee warranty
and others as needed
damages call
obligee warranty
and others as needed
Obligee – definition of(in financial terms)
Obliging party (bond holder, creditor, lender, insurance policy holder, etc.) in whose favor a promise is made or an obligation is entered into by an obligor, under the terms of an agreement. Also called promisee.
Obliging party (bond holder, creditor, lender, insurance policy holder, etc.) in whose favor a promise is made or an obligation is entered into by an obligor, under the terms of an agreement. Also called promisee.
Obligor – definition of (in financial terms)
A person or entity who is legally, or contractually, obliged to provide some benefit or payment to another. In the financial context, the term obligor refers to a bond issuer, who is contractually bound to make all principal repayments and interest payments on outstanding debt. The recipient of the benefit or payment is known as the obligee.
An obligor is also referred to as a “debtor.”
A person or entity who is legally, or contractually, obliged to provide some benefit or payment to another. In the financial context, the term obligor refers to a bond issuer, who is contractually bound to make all principal repayments and interest payments on outstanding debt. The recipient of the benefit or payment is known as the obligee.
An obligor is also referred to as a “debtor.”
Energetics:
All of that is the practical paper work stuff DON’T forget the energetics! and the infusion of Your Youness into all of this because it is your energetic pressence that is the power this account (the old or funding and the new, is based on )
Source:
http://i-uv.com/e_call-and-d_call-bond-word-template-and-directions-discussions/
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