Required documents by transaction type

If someone has died:

1.  Death certificate

2.  Proof that you’re the beneficiary, trustee, executor or co-owner of the account

3.  Two pieces of ID

4.  Copy of a recent statement or other documentation showing the $ value of the transfer

5.  Copy of the form that requires the medallion signature guarantee (complete the form but do not sign it)

If you are selling securities:

1.  Recent statement or other documentation showing the $ value of what is being sold

2.  Two pieces of ID

3.  Copy of the Purchase and Sale Agreement (if any)

4.  Copy of board resolution authorizing you to execute the transaction (only if shares are held in corporate name)

5.  Copy of articles of incorporation (only if shares are held in corporate name)

6.  Copy of the form or stock power that requires the medallion signature guarantee (complete the form but do not sign it)

If you are “rolling over” or transferring accounts from one investment firm to another:

1.  Recent statement for the account being transferred

2.  Two pieces of ID

3.  Copy of the form that requires the medallion signature guarantee (complete the form but do not sign it)

If you are making a straight withdrawal from an account (annuities and retirement accounts included):

1.  Recent statement for the account from which you are making the withdrawal

2.  Two pieces of ID

3.  Copy of the form that requires the medallion signature guarantee (complete the form but do not sign it)

If you are adding a beneficiary to an account:

1.  Recent statement for the account to which you are adding the beneficiary

2.  Two pieces of ID

3.  Copy of the form that requires the medallion signature guarantee (complete the form but do not sign it)

If you are dropping an owner or beneficiary from an account:

1.  Recent statement for the account from which you are dropping the owner or beneficiary

2.  Two pieces of ID

3.  Documentation supporting the "dropping" of the joint tenant (death certificate/divorce decree/other)

4.  Copy of the form that requires the medallion signature guarantee (complete the form but do not sign it)

All documents can be uploaded securely from your computer or phone using this link:  https://www3.mydocsonline.com/cuploadcustom.aspx?id=vmsmedallion

If you prefer, you can also email copies of the above to:  documents@verifymysignature.com (reference your name in the subject line). 

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