Straight Sale of Securities Form
Thank you for contacting Advisor Medallions. We will need the following information in order to complete your medallion signature guarantee:
- Copy of the statement that shows holdings of the shares you'll be transferring. If the shares are held physically, a copy of the face of the certificate(s) will suffice
- Two pieces of ID from you (driver’s license or passport + 1 other, such as utility bill/mobile phone bill/bank statement/etc)
- Copy of the form that will need to be completed as part of the transfer. Complete the form, but do not sign it
You can securely upload the documents here: https://www3.mydocsonline.com/cuploadcustom.aspx?id=vmsmedallion
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