Signature Guarantees

A Signature Guarantee (also known as a Medallion Stamp) is a specialized and government regulated guarantee that is needed in order to transfer securities. This is often required when selling securities, stocks, and bonds. A Signature Guarantee is also required during estate reconciliation in order to transfer ownership to beneficiaries. As this is a specialized and highly secure process, this service is for members of Fitzsimons Credit Union only. We offer this service free of charge, however in order to obtain a Signature Guarantee, we suggest you bring the following items with you:

  • A Valid Government Issued ID (non expired Drivers license, State ID card, or Passport)
  • Fitzsimons Membership card/Member number
  • Withdrawal/Transfer documents which request the Signature Guarantee (usually sent out by the brokerage/investment house)
  • A recent statement of the account which shows the value of the transaction/stock/shares (This is a mandatory requirement)
  • If transferring ownership due to a death, please also bring in the death certificate, estate documents, and Letters Testamentary/Administration from the probate court
Finally, as this is a service that is only performed by Credit Union Officers and some members of management, please feel free to call ahead with any questions, and to insure that someone is available to meet your needs.

Federally insured by NCUA |  Equal Opportunity Lender  |  © 2015 Fitzsimons Credit Union  |  303-340-3343  |  1-800-933-5839

FitzsimonsCU.com links to third party websites that may not be controlled or owned by Fitzsimons Credit Union. Fitzsimons Credit Union may not be responsible for the content of the alternate web site neither does it represent either the third party nor the member if the two enter into a transaction. Privacy and security policies may differ from those practiced by FitzsimonsCU.com 

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