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Medallion Signature Guarantee Instructions A Medallion Signature Guarantee certifies that your signature is genuine and confirms that you are legally allowed to submit a given request. A Medallion
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How to fill out medallion signature

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How to fill out medallion signature:

01
Gather the necessary documents. You will typically need the document that requires the medallion signature, such as a stock transfer form, and your identification, such as a driver's license or passport.
02
Locate a financial institution that provides medallion signature guarantee services. These institutions may include banks, credit unions, and brokerage firms. It is important to ensure that the institution is an authorized medallion signature guarantee program participant.
03
Visit the financial institution in person and bring the required documents with you. Explain that you need a medallion signature guarantee and provide the necessary paperwork.
04
The financial institution will evaluate your eligibility for the medallion signature guarantee. They may ask for additional information or clarification if needed.
05
Once approved, the authorized staff member will review the document and verify your identity. They will then place the medallion stamp, which contains their signature and other necessary information, on the document.
06
Make sure to review the completed document before leaving the financial institution. Ensure that the medallion signature guarantee stamp is clear and legible and that all required fields are filled out correctly.
07
Submit the document to the appropriate recipient or institution, following their instructions for submission.

Who needs a medallion signature?

01
Individuals who are involved in certain financial transactions may need a medallion signature. Some common examples include:
02
Transferring stocks, bonds, or other securities.
03
Authorizing the sale or transfer of mutual fund shares.
04
Changing the ownership of a brokerage or investment account.
05
Completing certain transactions related to retirement accounts, such as 401(k) or IRA rollovers.
06
It's important to note that not all financial institutions require a medallion signature guarantee for these transactions. However, specific institutions or organizations may have this requirement in place to protect against fraudulent activity and ensure the proper transfer of assets. It is advisable to check with the receiving institution or organization to determine if a medallion signature guarantee is necessary.
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A medallion signature guarantee is a special stamp and signature combination that verifies the identity of the person signing a financial document.
Certain financial institutions, such as banks, credit unions, and brokerages, are authorized to provide medallion signature guarantees.
To fill out a medallion signature, you must visit a financial institution that provides medallion signature guarantees and present the required identification documents.
The purpose of a medallion signature is to protect against fraud and ensure that the person signing a financial document is the correct individual.
The medallion signature must include the date, the signature of the authorized individual, and the stamp of the financial institution providing the guarantee.
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