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To obtain a Medallion from our firm, you must meet the requirements of the Medallion Signature Guarantee Programme which are strictly enforced. Please ensure that you carefully consider this checklist and ensure that you complete all requirements, exactly as requested.
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A Medallion Signature Guarantee (MSG) is a specialized stamp used to authenticate signatures on securities transfer documents, ensuring the signature is genuine and the signer has the legal authority.
WHAT? Medallion Signature Guarantee: It confirms your identity, signature, and legal authority to transfer securities and investments. The Medallion Stamp CANNOT be used on transactions that do not involve the sale, transfer, redemption, or liquidation of securities.
Instruction Letter. Please include the following: Your name, address, SSN, contact number or email, and share information (number of shares, name of issuer) The receiving shareholder’s name, address, SSN, number of shares they are to receive, and the cost basis.
A Medallion Guarantee is a special stamp that’s used when you sell or transfer US securities. It confirms that the signature authorizing the sale or transfer is genuine and that the signer has the legal capacity and authority to sign the document.
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48-hour opt-out agreement template. To record an employee's agreement to work more than an average of 48 hours a week.
