Sign up with Google. Confirm your identity After you create your account. Provide securities details Enter the information for all your securities that require medallion stamps. Receive signature guarantee Our team of experts will review your file. How it works ».
Medallion signature guarantee vs. Medallion guarantee stamp. Our medallion stamps have facilitated share transfer of the world's leading companies. To obtain either of these forms, please consult your personal legal counsel. You're transferring securities held in accounts outside Bank of America or Merrill with no changes in title or ownership. You're transferring or changing title on securities due to the death of an owner. You have an account maintenance request for example: a name or address change or a beneficiary update.
You're transferring assets as a gift for example: giving shares of stock to a child or a charity. You're making a rollover of a k or b retirement plan held outside of Bank of America or Merrill. You're making a withdrawal or distribution from an account outside Bank of America or Merrill. You're transferring assets to a trust where the original account owner s are grantor s and trustee s. You're making a deposit of physical securities via stock power form. You're updating securities ownership from single to joint for example: adding a spouse to an account.
No title content provided. Please schedule an appointment to discuss your specific situation. Expand all panels Common questions you may have What is a medallion signature guarantee? Can I get a medallion signature guarantee from Bank of America?
What steps are involved in getting a medallion signature guarantee? Additional resources. Need to make changes to an account? Handling finances for someone who recently died? Estate services Losing someone can be stressful. Explore estate services. If you hold securities in physical certificate form and want to transfer or sell them, you will need to sign the certificates and securities powers--a legal document, separate from a securities certificate that investors use to transfer or assign ownership to another person or entity.
You will need to get your signature guaranteed on all documents before a transfer agent will accept the transaction instructions. The Medallion Signature Guarantee Program protects you by making it harder for people to steal your securities by forging your signature on your securities certificates and related documents. Transfer agents insist on medallion signature guarantees because they limit their liability and losses if a signature turns out to be forged. An investor can obtain a medallion signature guarantee from a financial institution — such as a commercial bank, savings bank, credit union, or broker dealer — that participates in one of the Medallion Signature Guarantee Programs.
The three Medallion Signature Guarantee Programs are the:. Having all owners present for endorsements offers greater certainty that the transaction is not fraudulent.
If all owners cannot be present, the transaction can be completed using a Securities Specific Power of Attorney that your Guarantor can obtain. If you have not been in contact with the Issuer of the security or the Transfer Agent, do so immediately. Transfer Agent contact information will be available on statements, letters, checks etc. They will respond with your account holding status. If irregularities exist, you will be required to provide the Issuer or Transfer Agent with an Affidavit of Forgery or Fraud.
Yes, each employee who is authorized to perform a Medallion Signature Guarantee must go through a training course and pass a test to become certified. Quick access to what you need.
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