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.
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.
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).
Step 1. Meet with a financial center associate to discuss your needs and begin the request. Please bring all the supporting documentation with you (review the checklist of required documents; PDF, requires Adobe Reader layer). 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 account. In most cases, the review may take no longer than 2 business days after all documents are received; complex cases may take up to 5 business days. Please note: Select financial centers with a Medallion Signature Guarantee stamp on-site may be able to provide stamped documents on the same day if all required documents are provided at the time of request. Once the case is submitted, you will receive a case number. Please include this case number in all communications.
Step 3. The Medallion Signature Guarantee specialist will review the request. The specialist will provide email status updates and let you know if any additional documents are needed. If additional documents are required, you can scan and email them to BankofAmericaMSGsupport@ML.com (please include your case number in the subject line) or visit your local financial center (find a financial center).
Step 4. Once approved, your stamped document will be delivered to you via an overnight carrier. You will have the option to require a signature at delivery. If available in your area, you may be able to pick up your document at a local financial center.
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. Select financial centers with a Medallion Signature Guarantee stamp on-site may be able to provide stamped documents on the same day if all required documents are provided at the time of request. Contact your local financial center to learn if on-site Medallion Signature Guarantee stamps are available in your area.
Starting in June 2019, select financial centers will be able to provide Medallion stamps on-site and can stamp requested documents in as quickly as 30 minutes, if all required documents are provided. Contact your local financial center to determine if they (or a nearby financial center) are able to provide Medallion stamps on-site. Please note that while on-site Medallion services are not offered in every financial center, any financial center will be able to submit your request and stamped documents will be mailed to you upon approval.