Account Help
Get a Signature Guarantee

A signature guarantee is proof that the signature accompanying your instructions is authentic. It is needed when you:

• Send written instructions to redeem amounts of $50,000 or more.
• Instruct us to send redemption proceeds or fund distributions to an address other than your address of record or to a bank account other than your bank account of record.
• Instruct us to make a redemption check payable to someone other than the account owner of record.
• Request a redemption with proceeds to be sent by check within 30 days of having made an address change.
• Instruct us to change your address and in the same letter of instruction authorize a redemption with proceeds to be sent by check to the new address.
• Instruct us to exchange shares between differently registered accounts.
• Instruct us to add or change bank account information and request a redemption to the new bank account information on the same day.
• Instruct us to transfer IRA assets from Homestead Funds to another custodian if the amount to be transferred is $250,000 or more.
• Change your account registration (for example, from a jointly registered account to an individually registered account).
• Ask us to transfer non-retirement account assets directly to another institution or individual (for example, if you are giving a gift of shares).

Homestead Funds requires a special type of signature guarantee called a "medallion stamp." Most financial institutions issue them. For any form or letter of instruction that requires a signature guarantee, sign in front of the bank or savings and loan representative issuing the guarantee and be sure to send this original document to Homestead Funds. We cannot accept a copy or fax of a signature guarantee.

The financial institution may charge a nominal fee for this service. Please note that a medallion stamp differs from a notarized seal produced by a notary public.

We understand that obtaining a signature guarantee is sometimes inconvenient. However, it is an important way we can protect you against fraud.