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