Medallion Stamp & US Transfer Agent Services
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When you need a Medallion Guarantee Stamp for US shares or Canadian shares, accuracy and expertise matters. Carnbrea is a recognised participant in the Securities Transfer Agents Medallion Program (STAMP), authorised to issue Medallion Guarantee Stamps.
Alongside our Medallion Stamp services, Carnbrea also provides international stock broking for clients who buy, sell or hold US and global listed securities.
We specialise in helping shareholders, executors and estate lawyers navigate the requirements of US and Canadian transfer agents, making it easier to sell, transfer or update share ownership information without delays or unnecessary stress.
If you or your client needs a Medallion Guarantee Stamp, our team makes the process straightforward from start to finish.
What is a Medallion Guarantee Stamp?
A Medallion Stamp is required for a wide range of US and Canadian securities transactions including:
Selling or transferring shares held with a US or Canadian Transfer Agent
Updating personal or account information (name, address, trustee or bank details)
Handling deceased estates that include US or Canadian shareholdings
Managing Rule 144 restricted stock sales
Disposing of Restricted Stock Units (RSUs) in US-listed companies
Stock power forms, broker representation letters and blanket opinion letters
Dematerialising paper share certificates into electronic format (DRS)
Whether your situation is simple or complex, we ensure correct documentation and process are followed so your transfer agent can complete the request without issues.
How to get a Medallion Stamp in Australia?
Initial Contact
Tell us about your situation and what the transfer agent requires. Complete the inquiry form or contact us via medallion@carnbrea.com.au or +61 3 9111 0888.Document Review
We identify the correct forms and gather the necessary supporting documents
(e.g., DRS statement, certified ID, estate documents).Identity Verification & Signature
As required by STAMP, we witness your signature and verify identity.Stamp Issued
Your documents are signed and stamped with the Medallion Guarantee.Submission
You send the originals to the transfer agent to complete the transaction.
Frequently Asked Questions
How do I get a Medallion Guarantee Stamp in Australia?
As a participant in STAMP, Carnbrea is authorised to Medallion Stamp documents instructing Transfer Agents to sell, transfer and/or update ownership information of US shares & Canadian shares.
Is a notary stamp the same as a Medallion Signature Guarantee?
No. A notary is not accepted by US transfer agents for securities transfers. Only MSG program members, like Carnbrea, can issue a Medallion Guarantee.
Do you help with deceased estates?
Yes. We regularly assist executors and estate lawyers handle complex cross-border estate transfers and estate account openings.
What does Computershare require to transfer shares?
To transfer shares held at Computershare US or Computershare Canada you will need to complete a Computershare Transfer Request Form. You will need to include the current holder’s information, the new holder’s information, signature and a Medallion Stamp.
How can I sell my shares at Computershare?
To sell your shares held at Computershare US or Computershare Canada you will need to submit a Computershare Transaction Request Form. You will need to include your current account information, signature and a Medallion Stamp.
What is a Transfer Agent?
Transfer agents provide essential services to companies that issue shares. A transfer agent may be a bank, trust company or a standalone transfer agent service provider.
How do I sell Rule 144 Restricted Stock held at Continental Stock Transfer & Trust Company?
To sell Rule 144 Restricted stock you will need to engage the transfer agent to remove the restriction code on your holding, this involves filing the required documents and obtaining a Medallion Stamp.
How can I hold my paper share certificates electronically?
You can “dematerialize” your paper share certificates through a transfer agent or a broker, Shareholders will need to dematerialize paper share certificates before transferring or selling shares.
How long does a medallion stamp take?
The Medallion Stamp its self takes no time at all, it is the original supporting documents, wet signature requirement and difficult communication that can hold up progress. We rely on our extensive experience to reduce delays and avoid rejections.
What is Delaware Unclaimed Property?
Delaware Unclaimed Property began in the United States as a consumer protection program. They have evolved to protect not only the owners, but their estates. Once property has been reported and remitted to the State, Delaware will maintain custody of the property in perpetuity until the rightful owner(s) come forward to claim the property.
How to transfer US shares from a deceased estate in Australia?
Carnbrea will always endeavour to provide Medallion Stamp services as quickly as possible. If your documents are in order, this can often be on the same day that you submit your inquiry. We understand that dealing with transfer agents overseas can be stressful and frustrating, we are here to support you and alleviate stress.
Who do you regularly assist?
Individual shareholders in Australia and overseas, Executors and estate lawyers, Australian brokers with clients holding US securities, US listed companies with Australian shareholders, expat investors returning from the US or Canada.
Which transfer agents do you work with?
Computershare US, AST, EQ, Broadridge, Continental Stock Transfer & Trust, and all major US and Canadian transfer agents.
Companies that most commonly require a medallion stamp?
SEZL, AU, FOX, DIS, IRM, HBM, KDP, DOW, DD, CTVA, GOLD, ABX, KGC, CEY, UUUU, BSE, CREV.
Further Reading:
This information is provided by Carnbrea & Co Limited ABN 33 004 739 655, Australian Financial Services Licence No. 233763. Any advice included in this document is general in nature and does not take into account your objectives, financial situation or needs. Before acting on the advice, you should consider whether it is appropriate to you. If a product we recommend has a Product Disclosure Statement (PDS) or a Prospectus, you should read it before making a decision. Past performance is not a reliable indicator of future performance. Derivatives are leveraged products which means gains and losses are magnified and you may lose substantially more than your initial investment. We do not endorse any information from research providers that we provide to you, unless we specifically say so.