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Buy Sell Agreement Between Shareholders and a Corporation

Primerica Shareholder Services Phone Number In Dallas

Category:

Contracts - Buy Sell - Stock Purchases

State:

Multi-State

County:

Dallas

Control #:

US-00442

Format:

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Description

The document is a Buy-Sell Agreement intended for use by a corporation and its stockholders to manage the sale and purchase of shares in the event of a stockholder's death or desire to sell their shares. The Primerica shareholder services phone number in Dallas is crucial for stockholders seeking assistance in managing their shares or inquiries about valuations. This agreement outlines key provisions such as the determination of stock value, rights to transfer shares, and the procedures for share repurchase, which includes life insurance coverage to ensure funds are available upon a stockholder's death. Legal professionals such as attorneys and paralegals may find this form beneficial for drafting personalized agreements and ensuring compliance with relevant laws. It also serves partners and owners by providing a clear structure for handling stocks in a corporate setting, promoting transparency and orderly transactions. Additionally, associates and legal assistants can utilize this form to support their teams in managing shareholder interests and ensuring proper documentation is maintained throughout the agreement's term.

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FAQ

If you experience problems when using these supported browsers, please contact Tech Support for help with issue resolution at 888-737-2255.

If you submit an additional investment for a fund that has merged to another fund, Primerica Shareholder Services (PSS) may make your investment in the new merged fund. Your investments may continue to be invested in the new merged fund unless you notify PSS otherwise.

Internet Log on at .shareholder.primerica to redeem funds online using PSS' Shareholder Account Manager tool. Systematic Withdrawal Plan A Systematic Withdrawal Plan (SWP) provides you with a convenient method to redeem shares on a regular basis for a pre-determined dollar or share amount.

To access fund or account information via the Internet, go to .shareholder.primerica, and click on “Already A Client?” in the lower right-hand portion of the screen, which will take you to the login page for Shareholder Account Manager. You must login to access your account information.

To cancel your Primerica Life Insurance policy, please call Client Services directly at 1(800) 257-4725, and they can assist you.

By Phone. To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445. International callers outside the United States may call 770-381-1000.

Primerica Shareholder Services provides access to view your account information over the Internet. Go to .shareholder.primerica and click on “Already A Client?”, which will take you to the Shareholder Account Manager login page. Shareholder Account Manager is available 24 hours a day, 7 days a week.

As of March 31, 2024, the five largest shareholders of Primerica stock are Vanguard Group, Kayne Anderson Rudnick Investment Management, BlackRock, FMR, and Brave Warrior Advisors. 4.

(PFSI) is an SEC Registered Investment Adviser DBA Primerica Advisors. PFSI is a member of FINRA and SIPC. Lockwood Advisors, Inc. (Lockwood) is an SEC Registered Investment Adviser and an affiliate of Pershing LLC, each subsidiaries of The Bank of New York Mellon Corporation ( Mellon).

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Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

A buy-sell (business purchase) agreement is an agreement between the owners of the business for purchase of each others interest in the business. The buy-sell can be triggered in the event of the owner's death, disability, retirement, withdrawal from the business or other events.

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

The agreement provides for the purchase price, terms and funding arrangements. The agreement obligates the retiring or disabled owner or owner's estate to sell the business to the business itself, or to the surviving owner(s), or maybe an option of either.

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Each partner agrees with each of the other partners to purchase his or her share of the business at the time of death. The Partners may take out a life insurance policy on the life of the other(s) to fund the obligation. At the time of the first death, the surviving partner(s) collects the insurance proceeds. The survivor then uses the insurance proceeds to buy the business share from the deceased's family. This type agreement can be used with two or more partners.

Entity Purchase Plan

Each partner agrees that upon death his or her share of the business will be sold back to the business. The business may buy life insurance policies on each of the partners to fund the obligation. At the death of a partner, the business collects the insurance proceeds and buys the business interest from the deceased partner's heirs.

Transfer Restrictions

The agreements commit the owners not to sell ownership in the business prior to death, without first offering it to the persons named in the agreement. This is called a right of first option or refusal.

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

The life insurance industry also offers "Business Value Life Insurance" with a death benefit determined by the value of the business rather than the terms of the policy. The death benefit can grow as the value of the business grows. Premiums may also be higher as the death benefit increases.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Agreements may provide that the price will be paid in cash, in installments, or other means. You may also select a combination of cash and installments. Of course, if the insurance proceeds are sufficient to pay the price in cash many agreements provide that the purchase is to be paid in full in cash from the insurance proceeds.

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Entity Purchase Plan

Transfer Restrictions

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Primerica Shareholder Services Phone Number In Dallas

This form is part of a form package!

Description

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FAQ

What is the phone number for Primerica online support?

What is Primerica shareholder services abbreviation?

How do I withdraw from my Primerica shareholder account?

Where can I find my Primerica shareholder account number?

What is the 800 number for Primerica?

What is the phone number for Primerica shareholders?

How do I find my Primerica shareholder account number?

Who are the shareholders of Primerica?

Is Primerica part of Mellon?

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Trusted and secure by over 3 million people of the world’s leading companies

Primerica Shareholder Services Phone Number In Dallas

This form is part of a form package!

Description

Related forms

Get your form ready online

Looking for another form?

Viewed forms

Form popularity

FAQ

What is the phone number for Primerica online support?

What is Primerica shareholder services abbreviation?

How do I withdraw from my Primerica shareholder account?

Where can I find my Primerica shareholder account number?

What is the 800 number for Primerica?

What is the phone number for Primerica shareholders?

How do I find my Primerica shareholder account number?

Who are the shareholders of Primerica?

Is Primerica part of Mellon?

Primerica Shareholder Services Phone Number In Dallas Related Searches

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Trusted and secure by over 3 million people of the world’s leading companies