No Alterations Accepted
We cannot accept documents that have been altered in any way, including forms with any information that has been:
Crossed out or written over
Whited out (with correction fluid/tape)
Manually corrected/Modified with pen or pencil
Why We Can’t Accept Altered Forms
This strict policy exists because:
Transfer agents reject altered documents
Alterations raise fraud concerns
Changed documents may not be legally valid
Our guarantee cannot cover modified forms
Securities regulations prohibit accepting altered documents
What to Do If You Made a Mistake
If you’ve made an error on your form:
Obtain a fresh form from your broker or transfer agent
Complete the new form carefully
Double-check all information before signing
Submit the clean, unaltered form to us
Preventing Mistakes
Before filling out your form:
Read all instructions carefully
Gather all needed information first
Use black or blue ink
Write clearly and legibly
Have someone review it before signing
Updated Forms After Stamping
If you need to make changes after we’ve already stamped a form, you’ll need to start over with a new form and a new medallion guarantee. The same fee applies as this is a new transaction.