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Medallion Signature Guarantee (Page updated Feb 24,2026) Click to join our forums Question? Email us: info@hpalumni.org This page gives details on only one aspect of HP/HPE-related stock. To find all your stock – and verify or estimate your current cost basis – start here: HP/HPE-related stock This page gives details on only one aspect of HP/HPE-related stock. To find all your stock – and verify or estimate your current cost basis – start here: HP/HPE-related stock If you transfer stock out of an account at a transfer agent, administrator, or brokerage, you must obtain a "Medallion Signature Guarantee." This is done in person – at a credit union or bank branch. Investopedia article: https://www.investopedia.com/terms/m/medallionsignatureguarantee.asp From the Securities Transfer Agents Medallion Program "STAMP" website... "Users of the MSG Website should note the following: 1) STAMP Participants
determine their own requirements and due diligence protocols for the
issuance of Medallion Signature Guarantees, as well as establish fee
structures, if any. - He or she has presented appropriate evidence of ownership of the security. - He or she has presented appropriate verifiable evidence of the identity of each owner of the security. - The value of the security
has been determined and compared to the Participant’s Medallion Surety
Bond limit. Appropriate evidence of
ownership means a security certificate, in the case of a physical
security; If the value of the security exceeds the amount of the Participant’s Medallion Surety Bond, the Transfer Agent may reject the transaction." https://www.msglookup.com Directory of banks and credit unions that offer Medallion Guarantees: (Rather primitive website. Try various ZIP codes in your area.) https://www.msglookup.com (The Raymond James offices in some – but not all – First Tech Credit Union branches offer them.) |
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