1. Capacity Verification: Required when the signatory is acting in a specific legal capacity (e.g., executor, trustee, corporate officer)

2. Corporate Resolution: Required for corporate securities to verify the authority of the signing officer

3. Estate Documentation: Required for estate transfers, including reference to relevant probate or letters of administration

4. Value Limitation Statement: Required when the guarantee is subject to specific value limitations based on the guaranteeing institution's program level

5. Special Instructions: Added when specific handling or processing instructions are required for the transfer agent

1. Schedule A - Additional Securities: List of additional securities when multiple securities are being guaranteed in the same transaction

2. Schedule B - Supporting Documents: List of supporting documents reviewed by the guaranteeing institution (e.g., death certificates, corporate resolutions, trust documents)

3. Appendix 1 - Specimen Signatures: When required, contains verified specimen signatures of authorized signers

4. Appendix 2 - Terms and Conditions: Standard terms and conditions of the medallion guarantee program applicable to the transaction