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CITY COMMISSION AGENDA MEMO October 12, 2015, FROM: Ring Neal, City Controller MEETING: October 20, 2015, SUBJECT: Set Bond Sale Date/First Reading of Bond Ordinance PRESENTER: Bernie Hayes, Director
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How to fill out proceeds from form bonds?

01
Begin by gathering all the necessary information and documents needed to fill out the form. This may include the bond certificate, your personal identification details, and any supporting documents related to the bond.
02
Carefully read the instructions provided on the form to understand the specific requirements for filling out the proceeds from form bonds. Make sure to follow these instructions accurately to avoid any errors or delays in processing.
03
Start by providing your personal details, such as your name, address, and contact information, in the designated sections of the form. Double-check the accuracy of this information before proceeding.
04
Next, locate the section on the form that asks for the bond details. Here, you will need to enter the bond issuer's name, the bond's face value, and the bond certificate number. Refer to the bond certificate for this information.
05
Proceed to the section where you need to indicate the amount of proceeds you wish to receive. Ensure that you accurately calculate this amount based on the terms and conditions of the bond.
06
If there are any specific instructions or preferences regarding the method of receiving the proceeds, such as a direct deposit to a bank account or a physical check, indicate your preference in the appropriate section of the form.
07
Double-check all the information you have entered on the form to ascertain its accuracy. This is important to prevent any mistakes or inaccuracies that could lead to issues with receiving your bond proceeds.
08
Finally, sign and date the form as indicated. Make sure to follow any additional instructions regarding signatures or witnessed signatures, if applicable.

Who needs proceeds from form bonds?

01
Individuals who have purchased bonds and are entitled to receive the bond proceeds when the bond reaches maturity or is called by the issuer.
02
Companies or organizations that have invested in bonds and are expecting to receive the relevant proceeds upon bond maturity or redemption.
03
Investors who have inherited bonds and need to fill out the necessary paperwork to claim the proceeds as outlined in the bond agreement.
04
Bondholders who have opted to convert their bonds into shares or other forms of securities and need to indicate their intent on receiving the appropriate proceeds from this conversion.
05
Financial institutions or trustees who handle the administration of bond investments on behalf of their clients and are responsible for distributing the bond proceeds to the rightful owners.

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