Please make sure all required paper documents are fully completed and signed before uploading, emailing, or mailing them to us. We require submission of *the entire medallion form *and the entire document to be completed before we can process your medallion signature guarantee.
Where to Sign
This is crucial: Sign your form in the designated signature area, but NOT in the medallion guarantee box itself. The medallion guarantee section is clearly marked on most forms with phrases like:
‘Medallion Signature Guarantee’
‘Signature Guaranteed’
‘For Medallion Use Only’
‘Bank/Broker Stamp’
Sign your name right next to or near this box, typically where it says ‘Signature’ or ‘Owner’s Signature.’ We will place our medallion stamp and authorized signature in the designated medallion box.
Common Signing Mistakes to Avoid
Don’t sign in the medallion box: This space is reserved for our stamp and signature
Don’t use initials unless that’s your normal signature: Sign as you normally would
Don’t forget co-owner signatures: All owners listed on the account must sign
Don’t sign with a different name: Your signature name should match your ID
What If I Already Signed in the Wrong Place?
If you’ve signed in the medallion guarantee box by mistake, you’ll need to obtain a new form from your financial institution or transfer agent. We cannot accept forms where the medallion guarantee area has been used for your signature.