ARTICLE TAKEAWAYS
A signature guarantee is a stamp provided by an eligible guarantor certifying that at the time of the signing:
By providing a signature guarantee, the guarantor institution provides authentication of the signature. The institution’s guarantee pledges the financial backing of the institution. Financial backing is important since, if the signature is forged or fraudulent, the guarantor institution may be held liable.
A medallion guarantee is also a signature guarantee but is insurance-backed and must contain a signature of an authorized representative of the guarantor institution.
Note: Capital Group doesn’t accept notarization from a notary public in lieu of a signature guarantee.
If a request is made to add a bank to an account for ACH options and the bank account registration does not include all of the names of the Capital Group account owners, then the bank account owner’s/co-owner’s signature must be guaranteed.
An Add/Update Bank Information form must be completed and returned by mail.
A signature guarantee from the Capital Group account owner is required if a withdrawal is requested and:
In cases where a change of registration is requested, a signature guarantee is required when:
* This is not an all-inclusive list, and exceptions may apply. Contact us for specific requirements and forms needed based on your client’s situation.
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The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.