Medallion Signature Guarantee

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Get the Guaranteed Signature You Need

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simple & secure

Confirm your identity to
move securities & investments.

Transfer and sell financial securities with a medallion signature guarantee from Rollstone Bank. Our team is trained, certified, and ready to help.

Reasons for Needing a Medallion Signature Guarantee

A medallion signature guarantee is a special endorsement reserved for transferring securities, like stocks and bonds. Common reasons for a medallion signature guarantee include:

  • Rolling a 401(K) into a new account after changing jobs
  • Transferring stocks to a beneficiary upon the death of the owner
  • Gifting shares of stock to an individual
  • Donating securities to a nonprofit organization
  • Changing the ownership name on an investment account

At Rollstone Bank, we provide medallion services for our customers at all of our locations. Fees may apply.

Medallion Signature Guarantee Requirements

Requirements for medallion signature guarantees vary with each request. We encourage you to contact us to discuss your transaction ahead of time. Our team will let you know what documents to bring and can schedule an appointment so we can complete your transaction easily and quickly.

In all cases, you will need to present valid, government-issued identification to complete the signature guarantee.

Locations That Offer Medallion Signature Guarantee

You can get a medallion signature guarantee at any Rollstone branch.

While appointments are not required, they are recommended. Making an appointment allows us to prepare for your appointment and let you know what documents you’ll need to have on hand.

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