A Medallion Signature Guarantee is required under the
following circumstances:
- You are redeeming more than $100,000 or are requesting a transfer or exchange for
more than $100,000.
- You are requesting that redemption be sent to an address or bank instructions
other than those already established for your account. Both of these items can
be changed using Longleaf's
change of information form.
- You are requesting a transfer, rollover, or other distribution of more
than $100,000 from your IRA account. For more information, select
Traditional IRA Withdrawals
or Roth IRA Withdrawals.
- You are requesting changes to the ownership of an account with a value
greater than $100,000.
- Your partial redemption request is accompanied by a request to change
your account registration or account privileges.
- You are requesting redemption within 30 days of a change of address.
- You are adding or changing bank wire or electronic transfer
instructions on your account. To make these changes please access
Longleaf's change of information form.
There may be circumstances in addition to those listed above
that require a Medallion Signature Guarantee.
Please contact us at (800) 445-9469, option 0 if you have questions
regarding these requirements.
Acceptable medallion signatures may be obtained from banks,
brokerage firms or other institutions that are members of either
the Securities Transfer Association Medallion Signature Program (STAMP),
the New York Stock Exchange Medallion Signature Program (MSP), or the
Stock Exchange Medallion Program (SEMP). The guarantee must be in
original form, as photocopies or fax copies are not accepted.
The surety bond coverage of the Medallion Signature Guarantee on
your request must be equal to, or greater than, the value of the
requested transaction, and the guarantee must have unlimited effectiveness.
Notarization is not an acceptable Medallion Signature Guarantee.
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