Understanding the Term
A ‘medallion form’ refers to the form that requires a medallion signature guarantee stamp. This is the document you need stamped - typically a transfer form, stock power form, or other securities-related document.
Common Types of Medallion Forms
Stock/Securities Transfer Forms: Used to transfer ownership from one person to another
Stock Power Forms: Separate forms that authorize transfer of stock certificates
Account Transfer Forms: Moving securities between different brokerage accounts
Name Change Forms: Updating account registration due to marriage, divorce, or legal name change
Estate Transfer Forms: Moving assets from a deceased person’s account
How to Prepare Your Medallion Form
Before sending us your form:
Complete all required fields - don’t leave anything blank
Sign in the designated signature area (NOT in the medallion guarantee box)
Include all pages of the form, even if some seem unimportant
Make sure the information matches your supporting documents exactly
Where to Get These Forms
The forms typically come from:
Your current brokerage or investment company
The transfer agent for the specific security
The financial institution where you’re moving the assets
Your financial advisor or attorney handling the transaction