Get Primerica Shareholder Services Pol-37 2023-2026

The Primerica Shareholder Services POL-37 is an essential form for executing cross fund family sell and purchase requests. This guide will provide step-by-step instructions to ensure you can fill out the form accurately and efficiently, enabling a smooth transaction process.

Follow the steps to successfully complete the POL-37 form.

1. Click the ‘Get Form’ button to obtain the POL-37 form and open it in the online editor.
2. Review the instructions in Section 1, which specifies the type of sell/purchase being processed. Indicate if this is from a non-qualified account or a qualified plan.
3. Move to Section 3 to provide the redemption amount and specify the 'From Fund' account. Enter the fund family, fund number or NASDAQ symbol, and account number, along with the redemption amount in either percentage, dollar amount, or specific number of shares.
4. In Section 4, specify the 'To Fund' account for your purchase. Enter the fund family and provide the fund number or NASDAQ symbol. If allocating to multiple funds, indicate this in the space provided and attach an additional document for percentages.
5. Proceed to Section 5 to select any account options you would like to transfer to the new fund family account, such as bank drafts or systematic withdrawal plans.
6. In Section 6, provide the required signatures for account owners and any necessary signature guarantees, especially for large transactions surpassing $500,000.
7. After reviewing all entries for accuracy, save your changes, and choose to download, print, or share the completed POL-37 form as needed.

Complete your Primerica Shareholder Services POL-37 form online to manage your investment transactions effectively.