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What is a Medallion signature guarantee and do I need one for my transfer?

A Medallion signature guarantee is a type of legally binding endorsement that ensures that your signature is genuine, and that the financial company issuing the guarantee accepts liability for any forgery.

You may need a Medallion signature guarantee when:

  • Your other firm isn't enrolled in an electronic service for investment transfers.
  • You're transferring between unlike account types (e.g., moving a joint account to an individual account).
  • Your name on your Vanguard Brokerage Account is not exactly the same as the name that's registered with the company currently holding your accounts.

A signature guarantee can usually be obtained from an officer of a bank, a trust company, or a member firm of the U.S. stock exchange.

Note: A notary public can't provide a Medallion signature guarantee.

Before signing your form, contact your other firm to find out if it requires a Medallion signature guarantee. Once you've completing your form, mail it with a recent account statement (dated within the past 90 days) to the Vanguard address provided on the form.