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The Pocket Idiot's Guide™ To Direct Stock Investing by Lita Epstein, Douglas Gerlach

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Transferring Sales to a Broker

You may decide you want to close your DSP and pull all your individual stock holdings under one brokerage firm. You will need to request a transfer package from your transfer agent.
Whenever you plan to transfer shares, you will need to complete a Medallion Signature Guarantee, which guarantees your identity to the transfer agent to be sure no one else takes possession of your shares. The bank in which you have your checking and savings accounts can usually complete the Medallion Signature Guarantee for you.

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