[WSBAPT] Medallion Signatures

[Laura Latta]

Listmates,

I'd appreciate hearing your experience with medallion signatures. From time
to time, a bank or brokerage requires a PR or beneficiary to obtain a
medallion signature on their paperwork in order to obtain the proceeds of
an account. However, in the few times this has come up, I have never seen a
PR or beneficiary actually be able to obtain a medallion signature. The
entity purporting to provide medallion signatures generally wants documents
or assurances the party can't provide. As a result we end up arguing with
the original institution until they waive the medallion requirement.

Have any of you had success guiding clients through the process of
obtaining a medallion signature? or tips and tricks for navigating the
process when one is requested?

Any thoughts or experience are appreciated..

Warmly,
Laura


*Laura LattaLaw Office of Laura Latta PLLC*

she/her

Phone (206) 841-2344

www.LauraLatta.com

4010 Lake Washington Blvd. NE Ste. 202

Kirkland, WA 98033



*NOTICE:  This communication may contain privileged or other confidential
information. If you have received it in error, please advise the sender by
replying to this email and immediately delete the message and any
attachments without copying it or disclosing its contents to others.*
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20250624/6e9c341f/attachment.html>