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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
- Death Certificates (court document showing appointment and authority)
- Trust Agreements
- Corporate Resolution
- Power of Attorney
- Additional documentation may be required
- 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.

Rates

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Example rates

36 months

3.50%

48 months

3.75%

60 months

4.00%

72 months

4.25%

Rates effective as of: July 27, 2024

APR = Annual Percentage Rate

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Rates effective as of: July 27, 2024

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