How We Accept Documents
Electronic submission is preferred. You can submit documents by:
Uploading to your eSignature account (recommended)
Physical mail should only be used for documents that require original or wet-ink signatures, such as the form that needs the medallion stamp itself. For everything else, we accept high-quality scanned copies or clear photographs submitted via email or uploaded to your account. If you mail documents that could have been submitted electronically, you will be responsible for return shipping costs.
Best Practices for Document Submission
Scan documents at high quality (at least 300 DPI)
Ensure all text is clearly readable
Include all pages of multi-page documents
Save files as PDFs when possible
Keep your originals safe until the transaction is complete
Please do not modify forms. If you need to make a correction, submit a new form instead (see our Form Correction Policy)
Handling Physical Stock Certificates
If you have physical stock certificates that need to be transferred or deposited:
Never send original certificates through regular mail
Use certified mail with tracking and insurance if you must send them
Consider sending copies first for review, then originals only if required
Some transfer agents now accept medallion-guaranteed copies of certificates
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Preparing Your Documents