NATIONAL TREASUR MANAGEMENT AGENC Application Form purchases after 1 April 2018 Section 1 Existing Holders of We will link existing holdings to this purchase Do you already hold es No Existing Holders of Please enter Bond (Customer) Account Number. Previous Bond No. (8 Numeric) (3 Alpha) Joint Applits In case of joint applits, please quote Bond (Customer) Account Number (if available) which refers to a previous holding by both applits. Section 2 Type of Holder Note-For applications Charities, Clubs, or unincorporated bodies or Friendly Societies telephone State Savings at 180 30 0 0/+33 1 70 7200 Sole Complete Section 3 Joint Complete Section 3 Minor Consent Signature of nominated Parent/Guardian a Minor Panel 1 Panels 1 & 2 (aged less than 18) Please tick type of holding required above Section 3 Bond Holder(s) Details Gift Purchases If you are purchasing as a gift please use Gift Purchase Application m Brochure 3b Name Signature (Block Letters) All Panels marked with an asterisk must be completed in order to purchase State Savings Products. Panel 1 First named holder Panel 2 Second named holder Unless orwise agreed with you, all correspondence will be sent to address in panel * Title Mr Mrs Ms Or Mr Mrs Ms Or * PPSN * First name(s) * Surname * Date of birth * Address line 1 * Address line 2 Address line 3 Eircode * Country of residence * Nationality * Place of birth Gender Contact Phone no. E-mail address DD MM DD MM Male Female Male Female Purchases on behalf of a third party If you are purchasing as a gift please use Bond Gift Application Form Brochure 3b. Source of Funds (Please tick appropriate option below) Personal Savings Or (Please specify) Inherited Funds Section Method of Payment (Cheques to be made payable to NTMA State Savings) Value Number of units (at.2 each),. Individual Amounts Minimum Maximum 2 20,000 THIS SECTION MUST BE COMPLETED Payment Options (Select one option only) Transfer directly to Bank Account OR Reinvest in. I/We would like s lodged to my/our Bank Account. Please provide details below BIC Method of Payment Cheque Cash Debit Card Note: The maximum individual cumulative holding of newly registered in name on or after 1 November 201 is 20,000. Source of Funds: Please complete at right of section 3 above. IBAN Name of Bank Bank Address I/We would like s automatically reinvested into Section Declaration Signature I/We have read accept General Terms Conditions Specific Conditions dated Monday 1 April 2018 including use of my/ our PPSN. Please sign date. Signature of 1st Named Holder Date Signature of 2nd Named Holder Date FOR OFFICIAL USE ONL RECEIPT NO. GROF Office Name PLEASE ENDORSE ALL CHEQUES WITH THE RECEIPT NUMBER DATE STAMP Signature of Officer: Date:
1 April 2018 State Savings products are subject to Terms Conditions relevant legislation. For more inmation on State Savings Web: Telephone: 180 30 0 0 / +33 1 70 7200 SMS Text: 082 30 0 0 E-mail: Service@ Visit: Any Post Office Mail to: State Savings, GPO, Freepost, Dublin 1, D01 FP2 Brochures Application Forms State Savings Products listed above are available in any Post Office or online at. State Savings products are subject to Terms Conditions relevant legislation. ou may find our Terms Conditions booklet online in Post Offices. Variable Rate means that interest rate paid on this Product may be changed by NTMA from time to time. Such changes will be notified by at least one of following methods: direct notification to you by post, publication in a national newspaper, publication on or notification by any or means. All or prizes The variable rate used to calculate prize fund is. There are two 1 million prizes per annum thouss of weekly prizes. No interest is paid to bond holders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. Subject to DIRT (Deposit Interest Retention Tax) at prevailing rate. Save in 12 monthly instalments (Max. 1,000 per month) leave years. AER calculation assumes a ½ year average life. 3 Weekly s 1,000 x 00 x 0 x AER = Annual Equivalent Rate. 2 The top prize in last draw in June December is 1 MILLION in every or weekly draw top prize is 0,000. 1 Deposit Account 0.1% VARIABLE RATE Actual Bee DIRT (ALSO FOR CHILD BENEFIT) Not subject to tax in Irel but please see Condition Taxation in Specific Conditions. year Instalment Savings2,3.0%.0% 10 year National Solidarity Bond2 0%.00% 0% year Savings Certificates2.00% year National Solidarity Bond2 3 year Savings 2 The prizes are: State Savings Products FIXED RATE, FIXED TERM GROSS 09/0/2018 12:9 To be won two times each year thouss of cash prizes every week. An Post Bond Company are agents of ou 2018 sleep soundly,national you still dream. 1 April Treasury Management Agency There are thouss of tax-free cash prizes every week. Each individual Bond you hold will be entered into weekly prize draw. Thouss of chances of winning every week The more you hold, more chances you have of winning. The main State Savings Products are: NET 102 IMPORTANT Bee completing this Application Form in particular Section Declaration Signature you must read on this page. NATIONAL TREASUR MANAGEMENT AGENC Evidence of Identity 1 ou are required to confirm identity to us surname, first name, date of birth address) of: (a) Agreement any Transaction); (b) administration of Product(s) any or State Savings Product(s) that you may hold now or in future, (c) associated legal, including compliance with statutory anti-money laundering account security fraud prevention, 2 We may verify identity: (a) electronically (by reference to inmation supplied by you, including Personal Public Service Number (PPSN)); or (b) manually (by reference to acceptable original or certified copy documentation supplied by you, which may include documents such as current passport, current EU driving licence, recent utility bill, recent account statement from a bank, building society or credit union, /or Public Services Card or or official documentation issued to you by Revenue Commissioners or Department of Employment Affairs Social Protection). 3 Where you have not provided evidence of identity to our satisfaction, we will advise you we will not proceed with application to purchase Product until evidence of identity has been verified to our satisfaction. For avoidance of doubt, no interest, bonus or or amount shall accrue in respect of a Product during period when evidence of identity is being verified under this condition. Personal Data 1 The NTMA is Data Controller ( purpose of General Data Protection Regulation (GDPR)) all personal supplied by you. The Minister Finance NTMA are each a specified body of sections 22 to 270 schedule of Social Welfare Consolidation Act 200, as amended, under which NTMA Minister Finance are both authorised to process personal including PPSNs certain. 2 We will collect, process use personal relating to you, including PPSN inmation referred to in Note 1 (Evidence of Identity): (a) as necessary permance of Agreement any Transaction); (b) administration of Product(s) any or State Savings Product(s) that you may hold now or in future, 7 ou have right to request access to a copy of personal held by us in accordance with GDPR, to have personal corrected where it is inaccurate or misleading, to have personal erased, to object to processing of personal by us, to request portability in relation to personal. Should you wish to avail of any of se rights, please contact Data Protection Officer, State Savings, GPO, FREEPOST, Dublin 1, D01 FP ou also have right to lodge a complaint with Office of Data Protection Commissioner. See www.protection.ie more inmation. 3 Limits 3.1 are sold in units of. There is a minimum purchase of 2 ( units). Please note that purchases of not be registered or entered into weekly draw until necessary verification requirements have been completed 3.2 The maximum holding limit added to Bond Register in name on or after 1 November 201 is 20,000. 3.3 The maximum holding limit added to Bond Register in joint names on or after 1 November 201 is 00,000. 3. For of calculating a Joint Holders maximum holding limit in newly registered on or after 1 November 201 amount held jointly will be deemed to be owned in equal proportion by each Joint Holder will be divided equally between each of Joint Holders. 8 If you are purchasing as a gift please use Gift Purchase Application Form (Brochure 3b) 9 If you are purchasing in own name, please sign m. For joint purchases we require both signatures. 10 The Bond Certificate, bearing Serial Numbers of bonds will be sent direct to registered Bondholder(s), who should retain m safely future reference. In case of a joint holding, will be sent to first named holder. 11 be held indefinitely, but must be held a minimum of 90 days. All prize winners are notified by post at ir current registered address. Bondholder(s) must inm us in writing of any changes of address. 12 This purchase m fully completed signed be hed in with appropriate remittance to any Post Office. Purchases are accepted by cash, cheque (made payable to NTMA State Savings) or by monthly direct debit. Alternatively, you send application remittance by post. 13 In event of winning a prize you will be notified by post. ou choose to have prize(s): (a) lodged to bank account. (b) reinvested in. our new will be warded by post See details overleaf. 3. Transfers resulting from inherited holdings are allowed to exceed maximum holding limit but all or transfers are subject to maximum holding limit. 3. ou may, within 30 days of draw date in which you win a prize, re-invest Bond winnings se will not be counted towards maximum holding limit. 1 The value of monthly prize fund is recalculated at start of each month by applying a variable interest rate (currently ) to value of all outsting at end of previous month. No interest is paid to Bondholders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. The NTMA amend number value of prizes at any time any changes to rate or prize structure will be advertised in main daily newspapers on www.. 3.7 For of calculating any individual s aggregate maximum holding limit in, any bonds held in accordance with conditions 3. or 3. will be added to any bonds that individual purchased on or after 1 November 20 If this calculation causes an individual to reach or exceed maximum holding limit, no furr will be registered that individual. 1 For Direct Debits please complete sign SEPA Direct Debit mate m specifying BIC IBAN number of account from which debits are to be made. Details of amount of debit should be entered on back of m. A copy of a bank statement verifying account on which Direct Debits are to be drawn must be enclosed with m. ou will be advised of unique reference number start date on which recurring monthly deductions will commence. 3.8 Where you encash use proceeds to purchase new this new purchase will be subject to limits. 1 Where payment is not received or fails to clear, 3.9 Where an application to purchase is relevant bonds will be celled no prizes will received that will result in any individual party to accrue. application breaching ir maximum limit, (c) associated legal, including 17 The prize winnings are not subject to tax but you application will not be processed full value of compliance with statutory anti-money laundering may have or tax liabilities depending on application will be refunded. REFERENCE account security fraud BANK HOLDER S IBAN NUMBER* UNIQUE MANDATE (OFFICE ONL) P Z B specific circumstances (i.e. gifts/inheritance). We prevention, Or would ree recommend that you consult I collection, E 1 9 processing Z Z Z 3 8 1 are offered by National Treasury CREDITOR IDENTIFIER 3 ou acknowledge 0 0 tax advisor. Management Agency (NTMA) on behalf of use of personal PPSN) By signing this mate m, you authorise (A) NTMA /or its agents including The Minister Finance. The Company DAC as outlined in 3. Company to send instructions to bank to debit account (B) bank to as agent of NTMA in operation of Contact details State Savings debitpersonal account in may accordance with instruction NTMA /oracts its agents including be processed by us, ourfrom Agents, Scheme. The any Company. third party service providers acting on BANK HOLDER IDENTIFERTelephone: CODE - BIC/SWIFT* 180 30 0 0/ +33 1 70 7200 Theterms NTMA its agent The Company ourofbehalf ofto Agreement As part rights, you are entitled a refund from bank under reserves right at ir sole discretion to decline associated legal any or SMS Text: 082 30 0 0 conditions of agreement with A refund must be claimed within 8 weeks any purchase application to refund purpose required or reasonably to starting from date on which accountincidental was debited. Email: @ purchase amount to Bond applits. permance of Agreement. CREDITORS NAME Subject to consent, personal may be used by us, or our Agents, purpose of marketing State Savings Products. Where you hold more than one Product, preferences indicated most recently by you will apply to all Products held by you to which General Terms Conditions apply. STREET LOWER, DUBLIN 1, IRELAND If you are purchasing at a Post Office FLOOR 3B, GPO, Web:O CONNELL www. you will be given a Receipt of Purchase. The actual Telephone purchases using a Debit Card be Bond Certificate will betpe warded direct RECURRENT PAMENT OF PAMENT: made at Callsave 180 30 0 0. by post to named Bondholder(s) within 10 working days on condition that necessary SIGNATURE(S) OF BANK HOLDERS* Mail application ms to: (AUTHORISED SIGNATORIES ON DEBTORS BANK TO THE LEFT) verification requirements have been completed State Savings, GPO, Freepost, Dublin 1, D01 FP2 For repayments, change of address, prize claims 7 may be registered in one or two names general correspondence mail to: jointly, but not in more than two names. Do not enter collectives such as Family etc. ou must State Savings,, Fexco Centre, ensure you have full Name(s) Address(es) Killorglin, Freepost, Co. Kerry, V93 WN9T. Date of Birth. CIT & 99 THE PRIZE BONDS COMPAN DAC, Note: rights regarding above mate are explained in a statement that you obtain Wefrom will retain personal as long as you have a holding with State Savings orwise in accordance with applicable protection law statutory anti-money NAME(S) OF BANK HOLDER*under (Name on Debtor s Account) laundering legislation). COUNTR* DATE OF SIGNATURE(S)* D D M M Mail this m to State Savings, GPO, Freepost, Dublin 1, D01 FP2 PRIZE BOND HOLDER (1) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND CUSTOMER ACC. NO. PRIZE BOND HOLDER (1) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) VALUE OF PAMENT*. M M (FIRST PAMENT FROM) THE MAXIMUM DIRECT DEBIT AMOUNT IS 1,000.00 ARE THESE BONDS A GIFT N (PLEASE TICK) PRIZE BOND HOLDER (2) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND HOLDER (2) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PTO Direct Debit details BANKS/BUILDING SOCIETIES MA DECLINE TO ACCEPT INSTRUCTIONS TO PA DIRECT DEBITS FROM SOME TPES OF S owing extract quotes three of Conditions from General Terms Conditions Specific ons dated 1 April 2018. purchases of not be registered or entered into t BR3A 18.indd 1 SEPA DIRECT DEBIT MANDATE
What are State Savings? State Savings m part of National Debt of Irel which is managed by National Treasury Management Agency. When you save with State Savings you are placing money directly with Irish Government. The repayment of all State Savings money is a direct, unconditional obligation of Irish Government. Repayment of money includes principal, interest bonus payments if due. How to Purchase? Call into any Post Office. Online at The complete range of State Savings products are listed on our website. Customers buy Fixed Term Products online. To buy, online or by mail, you must be an existing State Savings customer whom we already have necessary evidence of identity. Please contact us furr inmation contact details are on page. If you are not an existing customer or if last purchase of State Savings products was prior 0 October 201 you must first register by completing a purchase at a Post Office or by postal application to State Savings, GPO Freepost, Dublin 1, D01 FP How much I buy? are sold in units of.2 each. The minimum purchase is 2 ( units). The maximum holdings of newly registered in name on or after 1 November 201 is 20,000. There is no limit on holdings registered in name prior to 1 November 20 For furr Terms & Conditions relating to limits please see section 3 on reverse of application m. ou encash at any time once 90 days have elapsed since you purchased m. A chance to win every week ou are eligible to win every week as long as you hold bonds. ou may hold indefinitely. There are thouss of cash prizes to be won in every weekly draw. Winnings are tax free Winnings are not subject to any tax in Irel. The Bond draw The draw takes place every week usually on a Friday. are automatically entered into every draw re are thouss of cash prizes each week. A 1 MILLION prize is awarded in last weekly draw in June December. The top prize in all or weekly draws is 0,000. The NTMA reserves right to amend number value of prizes at any time. How is Fund calculated? The value of monthly prize fund is recalculated at start of each month by applying a variable interest rate (currently ) to value of all outsting at end of previous month. At any time NTMA amend variable percentage rate used to calculate prize fund, change value of prizes, prize structure. Any such change will be advertised in mainstream media on How do I know if I have won? All Bond winners are notified by post. A full list of winning numbers is available on our website If you require furr inmation about winning please contact us (see page contact details). What happens to unclaimed prizes? money is held indefinitely until winner claims it. 2 3
SEPA DIRECT DEBIT MANDATE UNIQUE MANDATE REFERENCE (OFFICE ONL) P Z B BANK HOLDER S IBAN NUMBER* CREDITOR IDENTIFIER I E 1 9 Z Z Z 3 0 0 8 1 By signing this mate m, you authorise (A) NTMA /or its agents including The Company to send instructions to bank to debit account (B) bank to debit account in accordance with instruction from NTMA /or its agents including The Company. As part of rights, you are entitled to a refund from bank under terms conditions of agreement with A refund must be claimed within 8 weeks starting from date on which account was debited. Note: rights regarding above mate are explained in a statement that you obtain from NAME(S) OF BANK HOLDER* (Name on Debtor s Account) BANK HOLDER IDENTIFER CODE - BIC/SWIFT* CREDITORS NAME TPE OF PAMENT: RECURRENT PAMENT THE PRIZE BONDS COMPAN DAC, FLOOR 3B, GPO, O CONNELL STREET LOWER, DUBLIN 1, IRELAND SIGNATURE(S) OF BANK HOLDERS* (AUTHORISED SIGNATORIES ON DEBTORS BANK TO THE LEFT) CIT & DATE OF SIGNATURE(S)* D D M M COUNTR*
1 April 2018 State Savings products are subject to Terms Conditions relevant legislation. For more inmation on State Savings Web: Telephone: 180 30 0 0 / +33 1 70 7200 SMS Text: 082 30 0 0 E-mail: Service@ Visit: Any Post Office Mail to: State Savings, GPO, Freepost, Dublin 1, D01 FP2 Brochures Application Forms State Savings Products listed above are available in any Post Office or online at. State Savings products are subject to Terms Conditions relevant legislation. ou may find our Terms Conditions booklet online in Post Offices. Variable Rate means that interest rate paid on this Product may be changed by NTMA from time to time. Such changes will be notified by at least one of following methods: direct notification to you by post, publication in a national newspaper, publication on or notification by any or means. All or prizes The variable rate used to calculate prize fund is. There are two 1 million prizes per annum thouss of weekly prizes. No interest is paid to bond holders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. Subject to DIRT (Deposit Interest Retention Tax) at prevailing rate. Save in 12 monthly instalments (Max. 1,000 per month) leave years. AER calculation assumes a ½ year average life. 3 Weekly s 1,000 x 00 x 0 x AER = Annual Equivalent Rate. 2 The top prize in last draw in June December is 1 MILLION in every or weekly draw top prize is 0,000. 1 Deposit Account 0.1% VARIABLE RATE Actual Bee DIRT (ALSO FOR CHILD BENEFIT) Not subject to tax in Irel but please see Condition Taxation in Specific Conditions. year Instalment Savings2,3.0%.0% 10 year National Solidarity Bond2 0%.00% 0% year Savings Certificates2.00% year National Solidarity Bond2 3 year Savings 2 The prizes are: State Savings Products FIXED RATE, FIXED TERM GROSS 09/0/2018 12:9 To be won two times each year thouss of cash prizes every week. An Post Bond Company are agents of ou 2018 sleep soundly,national you still dream. 1 April Treasury Management Agency There are thouss of tax-free cash prizes every week. Each individual Bond you hold will be entered into weekly prize draw. Thouss of chances of winning every week The more you hold, more chances you have of winning. The main State Savings Products are: NET 102 IMPORTANT Bee completing this Application Form in particular Section Declaration Signature you must read on this page. NATIONAL TREASUR MANAGEMENT AGENC Evidence of Identity 1 ou are required to confirm identity to us surname, first name, date of birth address) of: (a) Agreement any Transaction); (b) administration of Product(s) any or State Savings Product(s) that you may hold now or in future, (c) associated legal, including compliance with statutory anti-money laundering account security fraud prevention, 2 We may verify identity: (a) electronically (by reference to inmation supplied by you, including Personal Public Service Number (PPSN)); or (b) manually (by reference to acceptable original or certified copy documentation supplied by you, which may include documents such as current passport, current EU driving licence, recent utility bill, recent account statement from a bank, building society or credit union, /or Public Services Card or or official documentation issued to you by Revenue Commissioners or Department of Employment Affairs Social Protection). 3 Where you have not provided evidence of identity to our satisfaction, we will advise you we will not proceed with application to purchase Product until evidence of identity has been verified to our satisfaction. For avoidance of doubt, no interest, bonus or or amount shall accrue in respect of a Product during period when evidence of identity is being verified under this condition. Personal Data 1 The NTMA is Data Controller ( purpose of General Data Protection Regulation (GDPR)) all personal supplied by you. The Minister Finance NTMA are each a specified body of sections 22 to 270 schedule of Social Welfare Consolidation Act 200, as amended, under which NTMA Minister Finance are both authorised to process personal including PPSNs certain. 2 We will collect, process use personal relating to you, including PPSN inmation referred to in Note 1 (Evidence of Identity): (a) as necessary permance of Agreement any Transaction); (b) administration of Product(s) any or State Savings Product(s) that you may hold now or in future, 7 ou have right to request access to a copy of personal held by us in accordance with GDPR, to have personal corrected where it is inaccurate or misleading, to have personal erased, to object to processing of personal by us, to request portability in relation to personal. Should you wish to avail of any of se rights, please contact Data Protection Officer, State Savings, GPO, FREEPOST, Dublin 1, D01 FP ou also have right to lodge a complaint with Office of Data Protection Commissioner. See www.protection.ie more inmation. 3 Limits 3.1 are sold in units of. There is a minimum purchase of 2 ( units). Please note that purchases of not be registered or entered into weekly draw until necessary verification requirements have been completed 3.2 The maximum holding limit added to Bond Register in name on or after 1 November 201 is 20,000. 3.3 The maximum holding limit added to Bond Register in joint names on or after 1 November 201 is 00,000. 3. For of calculating a Joint Holders maximum holding limit in newly registered on or after 1 November 201 amount held jointly will be deemed to be owned in equal proportion by each Joint Holder will be divided equally between each of Joint Holders. 8 If you are purchasing as a gift please use Gift Purchase Application Form (Brochure 3b) 9 If you are purchasing in own name, please sign m. For joint purchases we require both signatures. 10 The Bond Certificate, bearing Serial Numbers of bonds will be sent direct to registered Bondholder(s), who should retain m safely future reference. In case of a joint holding, will be sent to first named holder. 11 be held indefinitely, but must be held a minimum of 90 days. All prize winners are notified by post at ir current registered address. Bondholder(s) must inm us in writing of any changes of address. 12 This purchase m fully completed signed be hed in with appropriate remittance to any Post Office. Purchases are accepted by cash, cheque (made payable to NTMA State Savings) or by monthly direct debit. Alternatively, you send application remittance by post. 13 In event of winning a prize you will be notified by post. ou choose to have prize(s): (a) lodged to bank account. (b) reinvested in. our new will be warded by post See details overleaf. 3. Transfers resulting from inherited holdings are allowed to exceed maximum holding limit but all or transfers are subject to maximum holding limit. 3. ou may, within 30 days of draw date in which you win a prize, re-invest Bond winnings se will not be counted towards maximum holding limit. 1 The value of monthly prize fund is recalculated at start of each month by applying a variable interest rate (currently ) to value of all outsting at end of previous month. No interest is paid to Bondholders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. The NTMA amend number value of prizes at any time any changes to rate or prize structure will be advertised in main daily newspapers on www.. 3.7 For of calculating any individual s aggregate maximum holding limit in, any bonds held in accordance with conditions 3. or 3. will be added to any bonds that individual purchased on or after 1 November 20 If this calculation causes an individual to reach or exceed maximum holding limit, no furr will be registered that individual. 1 For Direct Debits please complete sign SEPA Direct Debit mate m specifying BIC IBAN number of account from which debits are to be made. Details of amount of debit should be entered on back of m. A copy of a bank statement verifying account on which Direct Debits are to be drawn must be enclosed with m. ou will be advised of unique reference number start date on which recurring monthly deductions will commence. 3.8 Where you encash use proceeds to purchase new this new purchase will be subject to limits. 1 Where payment is not received or fails to clear, 3.9 Where an application to purchase is relevant bonds will be celled no prizes will received that will result in any individual party to accrue. application breaching ir maximum limit, (c) associated legal, including 17 The prize winnings are not subject to tax but you application will not be processed full value of compliance with statutory anti-money laundering may have or tax liabilities depending on application will be refunded. REFERENCE account security fraud BANK HOLDER S IBAN NUMBER* UNIQUE MANDATE (OFFICE ONL) P Z B specific circumstances (i.e. gifts/inheritance). We prevention, Or would ree recommend that you consult I collection, E 1 9 processing Z Z Z 3 8 1 are offered by National Treasury CREDITOR IDENTIFIER 3 ou acknowledge 0 0 tax advisor. Management Agency (NTMA) on behalf of use of personal PPSN) By signing this mate m, you authorise (A) NTMA /or its agents including The Minister Finance. The Company DAC as outlined in 3. Company to send instructions to bank to debit account (B) bank to as agent of NTMA in operation of Contact details State Savings debitpersonal account in may accordance with instruction NTMA /oracts its agents including be processed by us, ourfrom Agents, Scheme. The any Company. third party service providers acting on BANK HOLDER IDENTIFERTelephone: CODE - BIC/SWIFT* 180 30 0 0/ +33 1 70 7200 Theterms NTMA its agent The Company ourofbehalf ofto Agreement As part rights, you are entitled a refund from bank under reserves right at ir sole discretion to decline associated legal any or SMS Text: 082 30 0 0 conditions of agreement with A refund must be claimed within 8 weeks any purchase application to refund purpose required or reasonably to starting from date on which accountincidental was debited. Email: @ purchase amount to Bond applits. permance of Agreement. CREDITORS NAME Subject to consent, personal may be used by us, or our Agents, purpose of marketing State Savings Products. Where you hold more than one Product, preferences indicated most recently by you will apply to all Products held by you to which General Terms Conditions apply. STREET LOWER, DUBLIN 1, IRELAND If you are purchasing at a Post Office FLOOR 3B, GPO, Web:O CONNELL www. you will be given a Receipt of Purchase. The actual Telephone purchases using a Debit Card be Bond Certificate will betpe warded direct RECURRENT PAMENT OF PAMENT: made at Callsave 180 30 0 0. by post to named Bondholder(s) within 10 working days on condition that necessary SIGNATURE(S) OF BANK HOLDERS* Mail application ms to: (AUTHORISED SIGNATORIES ON DEBTORS BANK TO THE LEFT) verification requirements have been completed State Savings, GPO, Freepost, Dublin 1, D01 FP2 For repayments, change of address, prize claims 7 may be registered in one or two names general correspondence mail to: jointly, but not in more than two names. Do not enter collectives such as Family etc. ou must State Savings,, Fexco Centre, ensure you have full Name(s) Address(es) Killorglin, Freepost, Co. Kerry, V93 WN9T. Date of Birth. CIT & 99 THE PRIZE BONDS COMPAN DAC, Note: rights regarding above mate are explained in a statement that you obtain Wefrom will retain personal as long as you have a holding with State Savings orwise in accordance with applicable protection law statutory anti-money NAME(S) OF BANK HOLDER*under (Name on Debtor s Account) laundering legislation). COUNTR* DATE OF SIGNATURE(S)* D D M M Mail this m to State Savings, GPO, Freepost, Dublin 1, D01 FP2 PRIZE BOND HOLDER (1) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND CUSTOMER ACC. NO. PRIZE BOND HOLDER (1) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) VALUE OF PAMENT*. M M (FIRST PAMENT FROM) THE MAXIMUM DIRECT DEBIT AMOUNT IS 1,000.00 ARE THESE BONDS A GIFT N (PLEASE TICK) PRIZE BOND HOLDER (2) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND HOLDER (2) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PTO Direct Debit details BANKS/BUILDING SOCIETIES MA DECLINE TO ACCEPT INSTRUCTIONS TO PA DIRECT DEBITS FROM SOME TPES OF S owing extract quotes three of Conditions from General Terms Conditions Specific ons dated 1 April 2018. purchases of not be registered or entered into t BR3A 18.indd 1 SEPA DIRECT DEBIT MANDATE
Each individual Bond you hold will be entered into weekly prize draw. There are thouss of tax-free cash prizes every week..00% year Savings Certificates2.00% 0% 10 year National Solidarity Bond2 0%.0% year Instalment Savings2,3 (a) Agreement any Transaction); (b) administration of Product(s) any or State Savings Product(s) that you may hold now or in future, (c) associated legal, including compliance with statutory anti-money laundering account security fraud prevention, 2 We may verify identity: (a) electronically (by reference to inmation supplied by you, including Personal Public Service Number (PPSN)); or (b) manually (by reference to acceptable original or certified copy documentation supplied by you, which may include documents such as current passport, current EU driving licence, recent utility bill, recent account statement from a bank, building society or credit union, /or Public Services Card or or official documentation issued to you by Revenue Commissioners or Department of Employment Affairs Social Protection). 3 Where you have not provided evidence of identity to our satisfaction, we will advise you we will not proceed with application to purchase Product until evidence of identity has been verified to our satisfaction. For avoidance of doubt, no interest, bonus or or amount shall accrue in respect of a Product during period when evidence of identity is being verified under this condition. VARIABLE RATE 0.1% Deposit Account Brochures Application Forms State Savings Products listed above are available in any Post Office or online at. State Savings products are subject to Terms Conditions relevant legislation. ou may find our Terms Conditions booklet online in Post Offices. For more inmation on State Savings Web: Telephone: 180 30 0 0 / +33 1 70 7200 SMS Text: 082 30 0 0 E-mail: Service@ Visit: Any Post Office Mail to: State Savings, GPO, Freepost, Dublin 1, D01 FP2 obtain Wefrom will retain personal as long as you have a holding with State Savings orwise in accordance with applicable protection law laundering legislation). statutory anti-money NAME(S) OF BANK HOLDER*under (Name on Debtor s Account) 7 ou have right to request access to a copy of personal held by us in accordance with GDPR, to have personal corrected where it is inaccurate or misleading, to have personal erased, to object to processing of personal by us, to request portability in relation to personal. Should you wish to avail of any of se rights, please contact Data Protection Officer, State Savings, GPO, FREEPOST, Dublin 1, D01 FP ou also have right to lodge a complaint with Office of Data Protection Commissioner. See www.protection.ie more inmation. 3 Limits 3.1 are sold in units of. There is a minimum purchase of 2 ( units). Please note that purchases of not be registered or entered into weekly draw until necessary verification requirements have been completed 3.2 The maximum holding limit added to Bond Register in name on or after 1 November 201 is 20,000. 3.3 The maximum holding limit added to Bond Register in joint names on or after 1 November 201 is 00,000. 3. For of calculating a Joint Holders maximum holding limit in newly registered on or after 1 November 201 amount held jointly will be deemed to be owned in equal proportion by each Joint Holder will be divided equally between each of Joint Holders. 3. Transfers resulting from inherited holdings are allowed to exceed maximum holding limit but all or transfers are subject to maximum holding limit. 3. ou may, within 30 days of draw date in which you win a prize, re-invest Bond winnings se will not be counted towards maximum holding limit. 8 If you are purchasing as a gift please use Gift Purchase Application Form (Brochure 3b) 9 If you are purchasing in own name, please sign m. For joint purchases we require both signatures. 10 The Bond Certificate, bearing Serial Numbers of bonds will be sent direct to registered Bondholder(s), who should retain m safely future reference. In case of a joint holding, will be sent to first named holder. 11 be held indefinitely, but must be held a minimum of 90 days. All prize winners are notified by post at ir current registered address. Bondholder(s) must inm us in writing of any changes of address. 12 This purchase m fully completed signed be hed in with appropriate remittance to any Post Office. Purchases are accepted by cash, cheque (made payable to NTMA State Savings) or by monthly direct debit. Alternatively, you send application remittance by post. 13 In event of winning a prize you will be notified by post. ou choose to have prize(s): (a) lodged to bank account. (b) reinvested in. our new will be warded by post See details overleaf. 1 The value of monthly prize fund is recalculated at start of each month by applying a variable interest rate (currently ) to value of all outsting at end of previous month. No interest is paid to Bondholders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. The NTMA amend number value of prizes at any time any changes to rate or prize structure will be advertised in main daily newspapers on www.. 1 For Direct Debits please complete sign SEPA Direct Debit mate m specifying BIC IBAN number of account from which debits are to be made. Details of amount of debit should be entered on back of m. A copy of a bank statement verifying account on which Direct Debits are to be drawn must be N Contact details State Savings purchases of not be registered or entered into t PTO Direct Debit details (FIRST PAMENT FROM) For repayments, change of address, prize claims general correspondence mail to: (PLEASE TICK) M M State Savings,, Fexco Centre, Killorglin, Freepost, Co. Kerry, V93 WN9T. DATE OF SIGNATURE(S)* D D M M 7 may be registered in one or two names jointly, but not in more than two names. Do not enter collectives such as Family etc. ou must ensure you have full Name(s) Address(es) Date of Birth. PRIZE BOND CUSTOMER ACC. NO. VALUE OF PAMENT* ARE THESE BONDS A GIFT THE MAXIMUM DIRECT DEBIT AMOUNT IS 1,000.00. Mail this m to State Savings, GPO, Freepost, Dublin 1, D01 FP2 Subject to consent, personal may be used by us, or our Agents, purpose of marketing State Savings Products. Where you hold more than one Product, preferences indicated most recently by you will apply to all Products held by you to which General Terms Conditions apply. CIT & owing extract quotes three of Conditions from General Terms Conditions Specific ons dated 1 April 2018. BANKS/BUILDING SOCIETIES MA DECLINE TO ACCEPT INSTRUCTIONS TO PA DIRECT DEBITS FROM SOME TPES OF S PRIZE BOND HOLDER (2) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND HOLDER (2) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND HOLDER (1) ADDRESS (IF DIFFERENT FROM A/C HOLDER OVERLEAF) PRIZE BOND HOLDER (1) NAME (IF DIFFERENT FROM A/C HOLDER OVERLEAF) COUNTR* STREET LOWER, DUBLIN 1, IRELAND If you are purchasing at a Post Office FLOOR 3B, GPO, Web:O CONNELL www. you will be given a Receipt of Purchase. The actual Telephone purchases using a Debit Card be Bond Certificate will betpe warded direct RECURRENT PAMENT OF PAMENT: made at Callsave 180 30 0 0. by post to named Bondholder(s) within 10 working days on condition that necessary SIGNATURE(S) OF BANK HOLDERS* Mail application ms to: (AUTHORISED SIGNATORIES ON DEBTORS BANK TO THE LEFT) verification requirements have been completed State Savings, GPO, Freepost, Dublin 1, D01 FP2 The any Company. third party service providers acting on BANK HOLDER IDENTIFERTelephone: CODE - BIC/SWIFT* 180 30 0 0/ +33 1 70 7200 Theterms NTMA its agent The Company ourofbehalf ofto Agreement As part rights, you are entitled a refund from bank under reserves right at ir sole discretion to decline associated legal any or SMS Text: 082 30 0 0 conditions of agreement with A refund must be claimed within 8 weeks any purchase application to refund purpose required or reasonably to starting from date on which accountincidental was debited. Email: @ purchase amount to Bond applits. permance of Agreement. CREDITORS NAME THE PRIZE BONDS COMPAN DAC, Note: rights regarding above mate are explained in a statement that you as agent of NTMA in operation of debitpersonal account in may accordance with instruction NTMA /oracts its agents including be processed by us, ourfrom Agents, Scheme. By signing this mate m, you authorise (A) NTMA /or its agents including The Minister bank Finance. The Company DAC Company as outlined in 3. to send instructions to bank to debit account (B) to SEPA DIRECT DEBIT MANDATE enclosed with m. ou will be advised of (a) as necessary permance of 3.8 Where you encash use proceeds unique reference number start date on which Agreement any Transaction); to purchase new this new purchase will recurring monthly deductions will commence. be subject to limits. (b) administration of Product(s) 1 Where payment is not received or fails to clear, any or State Savings Product(s) that you may 3.9 Where an application to purchase is relevant bonds will be celled no prizes will hold now or in future, received that will result in any individual party to accrue. application breaching ir maximum limit, (c) associated legal, including 17 The prize winnings are not subject to tax but you application will not be processed full value of compliance with statutory anti-money laundering may have or tax liabilities depending on application will be refunded. account security fraud BANK HOLDER S IBAN NUMBER* UNIQUE MANDATE REFERENCE (OFFICE ONL) P Z B specific circumstances (i.e. gifts/inheritance). We prevention, Or would ree recommend that you consult I collection, E 1 9 processing Z Z Z 3 8 1 are offered by National Treasury CREDITOR IDENTIFIER 3 ou acknowledge 0 0 tax advisor. Management Agency (NTMA) on behalf of use of personal PPSN) 3.7 For of calculating any individual s aggregate maximum holding limit in, any bonds held in accordance with conditions 3. or 3. will be added to any bonds that individual purchased on or after 1 November 20 If this calculation causes an individual to reach or exceed maximum holding limit, no furr will be registered that individual. 1 April 2018 An Post Bond Company State Savings products are subject to Terms Conditions relevant legislation. Bee completing this Application Form in particular Section Declaration Signature you must read on this page. IMPORTANT Variable Rate means that interest rate paid on this Product may be changed by NTMA from time to time. Such changes will be notified by at least one of following methods: direct notification to you by post, publication in a national newspaper, publication on or notification by any or means. (ALSO FOR CHILD BENEFIT) are agents of ou 2018 sleep soundly,national you still dream. 1 April Treasury Management Agency Personal Data 1 The NTMA is Data Controller ( purpose of General Data Protection Regulation (GDPR)) all personal supplied by you. The Minister Finance NTMA are each a specified body of sections 22 to 270 schedule of Social Welfare Consolidation Act 200, as amended, under which NTMA Minister Finance are both authorised to process personal including PPSNs certain. Subject to DIRT (Deposit Interest Retention Tax) at prevailing rate. The variable rate used to calculate prize fund is. There are two 1 million prizes per annum thouss of weekly prizes. No interest is paid to bond holders. Instead interest is paid into monthly prize fund, to be distributed to winners in weekly draw. All or prizes year National Solidarity Bond2 1 ou are required to confirm identity to us surname, first name, date of birth address) of: Evidence of Identity NATIONAL TREASUR MANAGEMENT AGENC Thouss of chances of winning every week 2 We will collect, process use personal relating to you, including PPSN inmation referred to in Note 1 (Evidence of Identity): 3 Save in 12 monthly instalments (Max. 1,000 per month) leave years. AER calculation assumes a ½ year average life. 3 year Savings 2 09/0/2018 12:9 BR3A 18.indd 1 2 AER = Annual Equivalent Rate. 1 Not subject to tax in Irel but please see Condition Taxation in Specific Conditions. Weekly s 1,000 x 00 x 0 x State Savings Products.0% The prizes are: NET FIXED RATE, FIXED TERM GROSS To be won two times each year thouss of cash prizes every week. Actual Bee DIRT The top prize in last draw in June December is 1 MILLION in every or weekly draw top prize is 0,000. The main State Savings Products are: The more you hold, more chances you have of winning. 102 99