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Medallion signature guarantee - confirm your identity, signature and legal authority to transfer securities

Common reasons for needing a medallion signature guarantee:

  • Moving securities to a new account (for example transferring a 401(k) after switching jobs)
  • Giving securities as a gift (such as transferring shares of stock to a child or donating them to a nonprofit)
  • The owner of the securities has died and ownership needs to transfer to a court-appointed representative

A medallion signature guarantee must be completed in person because it confirms your identity, signature and legal authority to transfer securities. In order to protect your assets, certain documentation is required to approve medallion requests.

Please note: A medallion signature guarantee is not the same as a document notarization (which assures that a signature is genuine) or a signature and endorsement guarantee (used for negotiable items such as checks or U.S. Treasury Bond forms).

Available at these locations:

Call our Member Support Center for more information: 281.391.2149