Required documents
To obtain an MSG, you will need to present the following documents:
- Your photo identification
- Proof of name change as a result of marriage, divorce, or legal name change
- Documentation showing the exact and complete ownership of the security
- Documentation showing the value of the transaction
- If you are signing on behalf of another individual, documentation showing your legal authority
These documents are required to protect both parties in a securities transaction. By providing the Signature Guarantee, Union Bank & Trust is validating that:
- Your signature is genuine.
- You are the appropriate person to endorse the document.
- You have the legal capacity to sign the document.
- By ensuring your signature is genuine, you are protected from the threat of unauthorized individuals accessing your funds by forging your signature on your securities certificates or related documents.
Frequently Asked Questions
You can obtain a Signature Guarantee from Union Bank & Trust or another financial institution – a commercial bank, savings bank, credit union, or broker dealer – that participates in one of the Medallion Signature Guarantee programs. Authorized Union Bank & Trust employees who provide the Signature Guarantee service are required to complete a certification program.
Union Bank & Trust does not have a physical SVP stamp; however, the Universal STAMP® can also be used for any non-securities event. As this is a digital stamp, the paperwork will need to be sent via email.
Signature Guarantee services are available by appointment at several Union Bank & Trust locations. For the nearest location of an authorized employee, please contact our Customer Support Team at 402.323.1777 or 800.297.2837.
Issuers of securities and Transfer Agents rely upon the Signature Guarantee/Validation process for the transfer of securities. The Transfer Agent is liable for improper securities registration, but cannot witness you signing your documents or review the documentation showing your legal authority and capacity to sign the documents. The Signature Guarantee provides this service as well as protecting the individual signing the securities from fraudulent action.
No. We must warrant that the signature is genuine at the time of signing. Therefore, we request you sign the document in the presence of an authorized Union Bank & Trust employee.
Yes, a fee will be charged for providing the Medallion Signature Guarantee services (currently $50.00).
