Contact your bank, credit union, broker, or other financial institution that offers Medallion Signature Guarantee services
Confirm in advance that they provide Medallion Signature Guarantees and ask about any appointment requirements
Bring a government-issued photo ID
Bring the original stock certificate, transfer form, or other document requiring the guarantee
Bring any account documents or supporting paperwork requested by the institution
Make sure the name on your ID matches the name on the securities or transfer documents
Sign the document only in the presence of the authorized representative if required
Provide proof of ownership or authority if the securities are held in a trust, estate, or business name
Complete any institution-specific forms or verification steps
Visit the institution in person, since Medallion Signature Guarantees are typically not provided remotely
Ask whether there are fees or account relationship requirements
Receive the Medallion Signature Guarantee stamp once your identity and documents are verified