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Bank of America Medallion Signature Guarantee Customer Service

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As a Bank of America client, you have access to Medallion Signature Guarantee services in all of our financial centers.

In most cases, a review takes no longer than 2 business days after our Medallion Specialists receive all documents; complex cases may take up to 5 business days. Make an appointment

To prepare for your appointment, please review the checklist of required documents(see the Printable notices section of this page).

As a Bank of America client, you have access to Medallion Signature Guarantee services in all of our financial centers.

In most cases, a review takes no longer than 2 business days after our Medallion Specialists receive all documents; complex cases may take up to 5 business days. Make an appointment

To prepare for your appointment, please review the checklist of required documents(see the Printable notices section of this page).

FAQs

Most popular FAQs
What is a Medallion Signature Guarantee?

A Medallion Signature Guarantee is a special stamp that’s used when you transfer securities. It confirms that the signature authorizing the transfer is genuine and that the signer has the legal capacity and authority to sign the document.

Can I get a Medallion Signature Guarantee from Bank of America?

Yes. Medallion Services for account maintenance, or the transfer of securities held in accounts outside of Bank of America or Merrill Edge, are available. Please note: each signer must be a Bank of America or Merrill Edge client for at least 6 months.

If you are a Merrill Lynch or U.S.Trust client, please contact your Advisor for assistance.

What types of documents do I need to provide to get a Medallion Signature Guarantee?

All Medallion Signature requests require you to provide a valid government-issued ID, the document or documents being stamped and supporting documents (which vary depending on the request type).

For complete details, please review the checklist of required documents(see the Printable notices section of this page).

What steps are involved in getting a Medallion Signature Guarantee?

Step 1. Meet with a financial center associate to discuss your needs and begin the request. Please bring all the supporting documentation with you. All clients requesting the service must be present to sign.

Step 2. Your request and a copy of your signed documents are submitted to a Medallion Signature Guarantee specialist (for your protection, a specialist handles all Medallion Signature Guarantee requests for the transfer of securities from a non-Bank of America or Merrill Edge account).

Step 3. The Medallion Signature Guarantee specialist will review the request (in most cases, a review takes no longer than 2 business days after we receive all documents; complex cases may take up to 5 business days) and you will receive a case number (please include this case number in all communications). The specialist will provide email status updates and let you know if any additional documents are needed.

Step 4. Once approved, your stamped document will be mailed to you via an overnight carrier. You will have the option to require a signature at delivery.

How long does it take to get a Medallion Signature Guarantee?

In most cases, a review takes no longer than 2 business days after we receive all documents; complex cases may take up to 5 business days.

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