A common question we receive is whether someone can complete the process remotely, without visiting a participating bank branch in person.

In many cases, the answer is yes.

Share Data assists clients throughout the UK and internationally with Medallion Signature Guarantee requirements relating to share sales, estate administration, transfers of ownership, and other securities-related transactions.

What Is a Medallion Signature Guarantee?

A Medallion Signature Guarantee acts as a specialised certification used primarily in the United States and Canada to verify:

• the authenticity of a signature,
• the legal authority of the person signing,
• and the legitimacy of the transaction.

Transfer agents such as Computershare, AST, Equiniti, and Broadridge commonly require this information when individuals transfer or sell securities.

Unlike notarisation or solicitor certification, recognised Medallion programmes issue a Medallion Signature Guarantee, specifically designed for securities transactions.

Why do many clients assume they must complete this task in person?

Historically, customers obtained Medallion Signature Guarantees primarily through participating banks in North America.. As a result, many shareholders believe they must:

• travel to a bank branch,
• hold a US bank account,
• or attend appointments overseas.

In reality, specialist providers may be able to assist eligible clients remotely depending on the transaction type, documentation, and verification requirements.

Can we arrange the process remotely?

In many situations, yes.

Remote handling may be possible where:

• documents can be reviewed electronically,
• identity verification requirements can be satisfied,
• supporting documentation is complete,
• and the transaction falls within acceptable compliance parameters.

The exact process will vary depending on:

• the transfer agent,
• the value of the securities,
• whether probate or estate documentation is involved,
• and the jurisdiction of the shareholder or executor.

Certain cases may still require certified documentation or additional verification steps.

What Documents Do You Typically Need?

Requirements vary between cases, but commonly requested documents may include:

• proof of identity,
• proof of address,
• copy share certificates or holding statements,
• transfer forms,
• probate documentation,
• death certificates,
• or corporate authority documentation.

Providing complete documentation at the outset can help reduce delays.

Common Situations Where You Need a Medallion Signature Guarantee

You would typically need a Medallion Signature Guarantee for:

• selling US or Canadian shares,
• transferring inherited securities,
• estate administration,
• changes of ownership,
• transferring shares to beneficiaries,
• or updating registration details.

Many shareholders in the UK become aware of the requirement only after submitting a transfer request to the registrar or transfer agent.

Specialist Assistance for UK and International Clients

As a STAMP-accredited provider, Share Data assists clients requiring Medallion Signature Guarantees for a wide range of cross-border securities matters.

Our team works with private individuals, executors, solicitors, stockbrokers, accountants, and financial professionals throughout the UK and internationally.

Need Assistance?

If you need to obtain a Medallion Signature Guarantee and are unsure whether your case can be handled remotely, contact us for guidance on the required documentation and process.

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