Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Medallion Signature Required for TSP Rollover?
Old 03-01-2015, 05:21 PM   #1
Thinks s/he gets paid by the post
ExFlyBoy5's Avatar
 
Join Date: May 2013
Posts: 1,977
Medallion Signature Required for TSP Rollover?

I am looking at rolling over some of my TSP to Vanguard and was curious if they (TSP) requires a Medallian signature guarantee? I can't find it anywhere on the TSP.gov site so I thought someone here that's done it recently might clarify for me.

It's not a *huge* hassle to get one, but if I can sign it and just drop it in the mail, that would be great.
__________________

__________________
Founder and Head Lounger @ The Life of Leisure Institute
Retired in 2014 at the Ripe Age of 40.
ExFlyBoy5 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 03-02-2015, 07:56 AM   #2
Thinks s/he gets paid by the post
zinger1457's Avatar
 
Join Date: Jul 2007
Posts: 1,452
Not sure what a "Medallian signature guarantee" is but all I did was fill out the TSP-70 form, had it notorized, then sent it to Vanguard who took care of it from there. It was a few years ago but it went smooth and didn't take long to get the funds transferred.
__________________

__________________
zinger1457 is offline   Reply With Quote
Old 03-02-2015, 09:17 AM   #3
Thinks s/he gets paid by the post
38Chevy454's Avatar
 
Join Date: Sep 2013
Location: Cincinnati, OH
Posts: 1,584
Medallion signature, if required, should be able to be done by Vanguard. I know i needed one and fidelity did it for me.

Medallion is kind of like a notary, but seems to be more for financial type requirements for verification of the person signing.
__________________
After Monday & Tuesday even the calendar says, W-T-F...

Semi-Retired 7/1/16: working part-time (60%) for now [4/24/16 changed to 80%]
Retired Aug 2, 2017; age 53
38Chevy454 is offline   Reply With Quote
Old 03-02-2015, 09:20 AM   #4
Thinks s/he gets paid by the post
ExFlyBoy5's Avatar
 
Join Date: May 2013
Posts: 1,977
Quote:
Originally Posted by 38Chevy454 View Post
Medallion signature, if required, should be able to be done by Vanguard. I know i needed one and fidelity did it for me.

Medallion is kind of like a notary, but seems to be more for financial type requirements for verification of the person signing.
I'm not sure how Vanguard would do the signature if I am not there. Looking at the instructions from the TSP folks, it looks like I need to have another form that needs to be signed by the DW...so I am now thinking that I might just leave it where it is. I'm not dissatisfied with it, I just thought it would be a little easier to consolidate the account(s).
__________________
Founder and Head Lounger @ The Life of Leisure Institute
Retired in 2014 at the Ripe Age of 40.
ExFlyBoy5 is offline   Reply With Quote
Old 03-02-2015, 09:31 AM   #5
Recycles dryer sheets
 
Join Date: Nov 2012
Posts: 96
I partially withdrew my TSP funds in 2014 (TSP-77 form) to roll over into an IRA so that I could gradually do Roth conversions. A notary was required, but no signature guarantee/medallion signature guarantee. My local bank where I have my checking account did it for nothing.
__________________
smurray5991 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Medallion signature guarantee.. jetpack FIRE and Money 23 08-14-2014 10:31 PM
"Two lines in the signature" doesn't equal two lines. Nords Forum Admin 4 02-09-2008 06:20 PM
Please fix my signature. SecondCor521 Forum Admin 2 01-18-2008 01:43 PM
Signature font size Martha Forum Admin 4 05-27-2007 06:42 PM

 

 
All times are GMT -6. The time now is 11:22 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.