Medallion Signature Guarantees

Medallion Signature Guarantees

Overview: 

Mutual offers our clients medallion signature guarantee service for signed documents.

Requirements:
  1. Certification of Medallion Signature Guarantee (attached to this KB or Nexus under Resources)
    1. There is one version for Brokerage/Non-Brokerage and one for Evolve
  2. Document(s) to signature guarantee
  3. Signature must be an original wet signature, not digital (ie. DocuSign) or photocopied
  4. Individual must be a Mutual Securities (MSI) client.  We are currently not accepting requests for MALLC clients.
  5. Return envelope with postage (or UPS/FedEX shipping label) affixed to the envelope.
  6. The value of the transaction is not to exceed $1,000,000.00

Steps:
  1. Mail the required documents to the Mutual Securities home office location:
Mutual Securities Inc.
Attn: Signature Guarantee
807-A Camarillo Springs Rd.
Camarillo, CA 93012
  1. The paperwork will then be reviewed and the requested document(s) will be medallion signature guaranteed unless there is an issue in which case you will be informed via e-mail. If the request is IGO, the signature guaranteed document will be mailed out as instructed with the provided envelope (postage affixed).

Additional Notes:
  1. If a scanned copy is needed, please include that in the instructions and indicate the individual and e-mail address the copy should be sent to.
  2. Also, please note the return address on the outbound shipping label should be your office's address, not Mutual's.  

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