Required Documentation

You can find the basic documentation needs to secure your medallion stamp depending on the nature of your transaction below. The list does not include every type of transfer.  We can help you with all your medallion stamp needs.  If you do not see the type of transaction you need, click the "Tell Us What You Need" button here:  


  • These are guidelines only for just 4 types of transfers.  There can be many other types of transfers.

  • Depending on various factors like where you live or if the total value of an estate or transfer is low, you may require less documentation

  • We HIGHLY RECOMMEND that you click the "Tell Us What You Need" button, so that we can guide you according to your specific situation.