Late to the I bond party, I haven't been able to get a Medallion Stamp to verify my account. Tried Wells Fargo, Chase, Union Bank with no luck. Can't use Bank of America either. Any suggestions?
Answers




About 2 years ago Chase did a medallion guarantee for my wife so she could add me as a joint owner to a stock. Chase Support on Twitter: "@luvlylaos Yes, there are employees at each branch that can perform a Medallion Signature Guarantee for Chase customersbr/ You need a longstanding relationship with Chase for them to do a medallion.


https://www.treasurydirect.gov/indiv/research/sigcert.htm
TreasuryDirect has a list of savings bond forms, with links, at https://www.treasurydirect.gov/indiv/forms/forms_SavingsBonds.htm
A person looking for info re a particular form can click on the link and view the form.
For example, there's FS Form 5444, "TreasuryDirect® Account Authorization". That form is at https://www.treasurydirect.gov/pdf/rs/acctauth.pdf
A medallion guarantee is acceptable for submission of FS Form 5444, but it is not required.
see "Acceptable seals and stamps" at page 2 of PDF at https://www.treasurydirect.gov/pdf/rs/acctauth.pdf




From what I’ve heard about others’ experience, I suggest starting with banks where you have a relationship, as the stamp is considered an accommodation. It helps if they have dealings with stock and/or bond transactions.
Call first before heading to bank. Not all have the stamp or are knowledgeable about it. Once you zero in on the right individual, an appointment may be necessary.
Also, note that some banks can be very strict about relationships they recognize, and duration of same. I’ve heard of folks who were turned away at time of appointment because they had the wrong products or weren’t with the bank long enough. Be clear that you meet bank’s criteria so you don’t waste a trip.
You mentioned B of A. According to its site, “We provide medallion services free of charge for Bank of America or Merrill clients who have been with us for at least 6 months (if you're a Merrill or Private Bank client, please contact your Advisor for assistance),” https://www.bankofamerica.com/signature-services/medallion-signature-guarantee/ .
Good luck!


They have to check internally on who has the authority, and sometime have to send over the "stamp" to be used .... so it can be difficult. I think many brokerage houses have it for customers as well.

I just googled for you, and here is a list of major banks offering it for you -- Well is on it, but it specifies only at certain locations (I have been telling everyone since the late 1990s to never do any business with Wells). It says the is even a way to get it online,alhtohg I dont see how if for no other reason than they can't stamp your document:
https://esignatureguarantee.com/faq/where-to-get-a-medallion-signature-guarantee
There are many more, but try googling. I see even FedEx Employees Credit Union offers it, or other credit unioins, or a broker or other financial firm:
https://fecca.com/invest-medallion-signature-guarantee/
OK here you go, a searchable Web page to find Medalion signature guaranttee via state, city and ZIP code:
http://www.msglookup.com/search.html

But down for everyone says its just me


The directory is not complete as the big community bank where I got my form stamped with medallion, is not included. I tested search tool, using both participant name and zip codes where bank has locations, all yielded nothing.



And I would imagine Schwab









