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This form is used only if you are transferring funds from an ... Some custodians require a Medallion Signature Guarantee for ... 7/28/2016 12:49:43 PM ...
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Read the instructions provided with the medallion version form carefully.
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Who needs medallion version?
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Individuals who want to transfer securities held in physical certificate form.
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Estate administrators or executors managing the transfer of securities after a person's death.
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Financial institutions or their authorized representatives involved in securities transfers or transactions.
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