Medallion Signature Guarantees

Title Research can assist with the administration of US and Canadian shareholdings 

A Medallion Signature Guarantee is an anti-fraud measure that acts to verify that the signatures on various different forms required to administer US or Canadian shareholdings are genuine.
For probate purposes, this will usually relate to signatures of a executor or administrator.

When transferring ownership of a US or Canadian shareholding, the transfer forms be appended with a Medallion Signature Guarantee or the forms will be rejected. Additionally the Medallion must have a security limit in US dollars ($) that will cover the holding value that is being transferred.

Title Research have access to Medallion Signature Guarantees with a $500,000 and £1,000,000 limit, which can cover most common scenarios.

In order to obtain a Medallion Signature Guarantee, we would require the following as a minimum:

• Proof of ownership (such as, a DRS statement or dividend advice letter) – ideally, this should be dated within 6 months
• A copy of the Grant or Probate or Letters of Administration
• A certified copy of the Personal Representative’s passport
• A certified copy of a Personal Representative’s utility bill or bank statement – these should be dated within 3 months