Credit Union Overtime Podcast

Medallion Stamp: What Is It and What Does It Cover?


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[1:21] The three medallion stamp security features.

[4:06] Does the transfer agent need to validate the signature on the medallion stamp?

[5:31] The difference between a notary, a traditional security guarantee, and the medallion stamp.

[8:07:] How to handle a situation where a customer wants you to use a medallion stamp that is not a security transaction.

[9:30] Other products that DO require a medallion stamp.

[11:27] What if the stock being transferred is valued higher than your medallion bond?


In this week’s episode Elizabeth Fast covers medallion signature equipment components, the risk of not safeguarding it, transactions that are not covered, as well as what you should do if the transaction is higher than your medallion bond. To register for the OnDemand webinar, Medallion & Signature Guarantee Risks, Rules & Best Practices, please use this link: https://fin-ed.info/3lGEReA Podcast listeners can also use coupon code MEDALLION for 10% off this timely webinar. This coupon is valid through August 2022.


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Webinar Registration: https://fin-ed.info/3lGEReA

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Credit Union Overtime PodcastBy Credit Union Webinar Network

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