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Medallion Signature Guarantee Service

 We advise law firms on over 1,300 estates each year
 
 We can administer shareholdings held in a deceased’s estate that are listed in the US and Canada
 
 Obtain a Medallion Signature Guarantee for probate matters
 
  Form 5173 – we can make applications to the IRS to issue a Transfer Certificate to a UK estate
 
 We can make applications to reclaim escheated assets

Get a free quotation today

CALL 0330 056 4744

Our phone lines are open 9am - 5pm Monday to Friday. 

 

Request a quote for our Medallion Signature Guarantee service

Title Research award winners

Proud winners of Probate Research Firm of the Year at The British Wills and Probate Awards 2022 


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Deal with North American assets quicker


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Fixed fee pricing


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Accelerated Medallion Signature Guarantee process

What is a Medallion Signature Guarantee?

Medallion Signature Guarantee stamps are a statutory requirement for the transfer of securities in North America, and the programme is overseen by the American Securities Exchange Commission (SEC).

The Medallion Signature Guarantee stamp verifies the validity and authority of the person initiating the transfer. The stamp is intended to prevent unauthorised transfers and features a special security ink.

The stamp must be placed on the Transfer Request Form to prove to the transfer agent that the signature is genuine, and the signatory is legally authorised to sign.

The transfer agent is then able to proceed with their instruction to transfer or sell the stock.

 

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Title Research are experts in dealing with North American assets. We can navigate the often-complex process of acquiring a Medallion Signature Guarantee stamp.

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Administering North American assets in UK estates


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Get a Medallion Signature Guarantee

When administering an estate with shares traded on the US or Canadian Stock Exchanges, you’ll likely need a Medallion Signature Guarantee before the shares can be transferred or sold. We can help manage that process for you, ensuring efficient share transfers, and helping you administer your clients’ assets much sooner.


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Obtain tax clearance

Federal Tax Clearance from the Internal Revenue Service (IRS) is required if the shareholdings and funds are worth more than $60,000USD at the time of death. This can often be a tedious task which requires a substantial amount of time and effort. We can do the hard work for you, as either part of the share sale process or as a standalone service.

 
 


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Retrieve escheated assets

When a US account becomes dormant for the specified time period as set out by state law, it is transferred to the state and usually liquidated. If this happens, the escheated funds can still be reclaimed, however, it is often a lengthy and protracted process. We have extensive experience in recovering escheated assets and maximising the value of the estate for the beneficiaries.

"Excellent service, friendly staff, very efficient and good communication keeping you updated every step of the way."

- Thorntons Law



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Highly experienced in selling or transferring North American shareholdings

Instruct Title Research to take care of the difficult and time-consuming process of selling or transferring US and Canadian shareholdings on your behalf

  We can complete all the necessary paperwork, verify the shareholding, and transfer or sell the asset

 Save your valuable time as we'll do all the chasing for you

 Maximise the inheritance of the beneficiaries

 Accelerate the estate administration process

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