Change Names on Share Certificates

Make contact with us if you need to change names on a share certificate or share portfolio. There are a few different reasons why people need to change names on a share certificate or shareholding. Typically this would be because of a change in marital status. However, sometimes this occurs because of human error i.e. an error at the time of share purchase.

Change Names of Shareholder

If the shares are held in a US or Canadian company, then to change the names of the shareholder without transferring them to another person, a medallion guarantee is required. This ensures the transfer agent cannot be held liable if the transaction turns out to be fraudulent. To begin the Medallion Stamp, process call us on 0203 985 9551 or complete the contact form on this page.

Change of Name on Share Certificates After Marriage

When a couple marries, often one person changes their surname to that of their spouse. In this scenario, they lose their maiden name and change their name with their bank and other financial institutions. When the name change is complete, there can be a problem when it comes to selling any shares or perhaps cashing in dividends issued by cheque. The surname of the person who changed their name must match the name held by the Transfer Agent. In order for the Transfer Agent (aka share registrar) to facilitate the change of name, there must be a medallion signature guarantee stamp.

Are US Shareholdings Affected by Marriage Name Change

Whether your shares are in Keurig Dr Pepper, Exxon Mobil, or any company listed on a US stock market, then in order to change the name of the shareholding, a medallion signature guarantee is required. Of course a stock transfer form is also required.