Understanding Transfer Agent Requirements
Some transfer agencies (such as ComputerShare, Equiniti, and Continental) require their own specific documentation to process a transaction.
What You Should Do
Contact the transfer agent directly
Ask about their specific requirements - some transfer agents need particular forms or additional documentation
Get their official transfer forms if your current forms aren’t acceptable
Confirm the guarantee value needed - some transfers require specific coverage amounts
Using eSignature Guarantee’s Medallion Form
Please check with your transfer agency prior to submitting your request to see if they will accept our stock power form.
Please note that eSignature Guarantee does not take responsibility for transfer agencies not accepting our stamped form. If you proceed and complete a transaction using eSignature Guarantee’s form and your transfer agency rejects it, we cannot amend the form and you will need to complete a new transaction with the transfer agency’s required form.
Major Transfer Agents We Work With
We regularly provide medallion guarantees accepted by:
Computershare
Equiniti (EQ)
American Stock Transfer (AST)
Continental Stock Transfer
Broadridge
And many others
If There Are Special Requirements
Once you know what the transfer agent needs, let us know if there are any special requirements. We can often accommodate specific requests such as:
Particular stamp placement
Additional documentation
Specific guarantee values
Direct shipping to the transfer agent
Related Articles
What is a Medallion Form?
Where Do You Ship Completed Forms?
The Process: What to Expect