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Primerica Shareholder Services P.O. Box 9662 Providence, RI 029409662 1 800 544 5445 Monday through Friday 8 a.m. to 8 p.m. Spanish Speaking 18005447278 TDD 18008241721www.primerica.com www.shareholder.primerica.comA.

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Completing the 1 800 544 5445 form online can seem daunting, but with a clear understanding of its components, you can navigate it confidently. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete the form effortlessly.

  1. Press the ‘Get Form’ button to access the document and open it in your preferred editing tool.
  2. Carefully read through any introductory information provided on the form to understand its purpose and requirements.
  3. Fill in the necessary personal information in the designated fields, ensuring you provide accurate data.
  4. Proceed to the section regarding distributions, and select the applicable type of distribution you are requesting by checking the appropriate box.
  5. If you choose to have taxes withheld from your distribution, indicate that in the relevant field, taking note of the withholding rates described.
  6. Review the section about rollover restrictions, paying close attention to the 60-day and 12-month rules if applicable.
  7. Provide additional details as prompted by the form, which may include explanations related to your specific distribution circumstances.
  8. Once all relevant fields are complete, carefully review your entries to ensure accuracy.
  9. You can now save the changes, download, print, or share the completed form as necessary.

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Questions & Answers

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Is Primerica legitimate? Yes. Primerica is a financial services company that has been in business for over 40 years. Primerica has over 2,000 corporate employees in the United States and Canada who support approximately 130,000 independent, life licensed representatives across North Americaii.

Primerica has an A+ (Superior) financial strength rating from AM Best, an independent rating agency that assesses insurance companies. 2 A high rating from AM Best is important because it indicates a greater likelihood that Primerica can reliably pay claims in the future.

You may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445.

You may redeem assets from your accounts using the following methods: Written Instructions – For most account types, you may submit a letter of instruction or contact a Customer Service Representative for requirements and to obtain a redemption or distribution form.

To voice your concerns or raise a complaint, simply call 888-737-2255 from your phone. Line is your one-stop destination for all the information you need to delete your Primerica account, unsubscribe or cancel a free trial . With Line, subscribe, get cash now and pay later.

Both PFSI and Primerica Advisors are IRA providers and receive compensation for these services.

Requests should be sent to POL - Refunds, Primerica, 1 Primerica Parkway, Duluth, GA 30099-0001, pol_billing@primerica.com or by calling toll free 1-888-737-2255.

Just call toll free, 1-800-544-5445. Our Customer Service Representatives are available to answer specific questions regarding your accounts along with providing a wide range of transaction and maintenance services.

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