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Centricity Credit Union Medallion Signature Guarantee Requirements

Standard Requirements

  • Members requiring their signature to be guaranteed must be a member of Centricity Credit Union with an active transactional relationship for a minimum of 6 months
  • Accounts must be in good standing with Centricity Credit Union and have had no delinquencies, charged off accounts, or negative balances within the past 6 months
  • Medallion Signature Guarantee is not a same-day service and requires a pre-appointment interview to ensure all requirements will be met at time of service

Additional requirements

  • Proof of value – Centricity Credit Union is limited to guarantee signatures of $100K or less per transaction
  • A recent statement or current print of par value from the company website
  • Member(s) must have a valid (non-expired) Government issued ID to obtain a Signature guarantee
  • Proof that the Member(s) signing have the right to sign
  • Satisfy that the person signing is not being forced to sign
    • Statement- should have the members name on it unless it is for the deceased
    • Actual Stock Certificate
    • Stocks
    • Bonds
    • Mutual Funds
    • Savings Bonds
    • Unit Investment Trusts
    • Other Investment vehicles the definition of security
    • Savings Account Withdrawals
    • Bank Account Closeouts
    • Check Endorsements
    • Auto loan Applications
    • Certificates of Deposit
    • Amendments to Partnership Agreements
    • Amendments to Trust Agreements
    • Changes to Life Insurance Beneficiaries
    • Changes to Pension Trust Beneficiaries
    • Electronic Fund Transfer Enrollment Forms
    • Treasury Direct Administrative Account Updates
    • IRA’s that do not contain Securities
    • Copies of documents involved in a Security Transaction
    • Guaranteeing or certifying maintenance or administrative changes such as address, TIN updates, account number changes etc.

Dear Proctor Members – We recently sent a welcome letter with enclosed documents regarding your membership. These letters are being sent as part of our merge with Proctor Credit Union. This is regarding your current PCU account, not a newly opened account. All PCU accounts are a division of Centricity Credit Union. No action is needed on your part as these are updated account disclosures that will be effective as of the system merger date of May 2, 2025. Learn More about the Centricity & Proctor Merger