This page gives details for only one aspect of the many HP/HPE-related stocks. Due to the sequence of spinoffs and acquisitions, you may now have shares of HPInc (HPQ), HPE, DXC, Keysight (KEYS), and/or Agilent (A) – in different accounts – and may not have received cash payouts for Micro Focus (MFGP) and Perspecta (PRSP). Transactions were often tracked and reported differently – or not at all. Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full employee stock history.

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.

2) In general, STAMP Participants may consider the following best practices before granting Medallion Signature Guarantees:

- The individual seeking the Medallion Signature Guarantee has a continuing customer relationship with the Participant.

- 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.

A continuing customer relationship means an association in which the Participant provides the individual financial products or services that are primarily for personal, family or household purposes in a continuing manner, and not on an isolated or one-time basis.

Appropriate evidence of ownership means a security certificate, in the case of a physical security;
and, a current account statement showing the security as a holding or confirmation of ownership from the issuer or its transfer agent, in the case of a non-physical security, such as a mutual fund interest.

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

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