The purpose of this agreement is to provide for the sale by a stockholder during his/her lifetime, or by a deceased stockholder's estate, and to provide all or a substantial part of the funds for the purchase. The form contains the following provisions: total value of the capital stock, procedure upon the death of a stockholder, and amending procedures for the agreement.
Primerica Shareholder Services Transfer Form In Alameda
Category:
State:
Multi-State
County:
Alameda
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
Free preview
Form popularity
FAQ
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.
Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. Check with your financial institution to determine if this option is available.
Institutions like banks, credit unions, and brokerage firms often require it for transferring or selling securities. Unlike a notary public, which verifies a signer's identity, the Medallion Signature Guarantee confirms not only identity but also the authority to perform the transaction.
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.
The refusal to provide a medallion signature guarantee, as indicated by the manager, could be due to a variety of reasons. It's important to know that not all bank branches offer this service, and even if they do, they may have limitations based on their policies or the specific qualifications of the staff.
– Requests for more than $100,000 per fund position must be in writing and require a Signature Guarantee. – If a non-Medallion signature guarantee is received, processing your request may be delayed.
How to Redeem from My Account Sign on to Primerica Shareholder Services (see link below). If you have multiple accounts, click on the desired account number from your Account List; if you have a single registration skip to the next step. Click on the "Redeem" link on the left of the Account Holdings screen.
Financial institutions providing Medallion Signature Guarantees have surety bond coverage that protects the transfer agents from “bad” guarantees. Primerica Shareholder Services will not accept a request to process a transaction that exceeds the financial institution's bond coverage.
Step 1. Get the details on existing coverage. Step 2. Get a broker to shop similar coverage in the market. Step 3. Apply for coverage with another carrier (that offers conversion in future). Step 4. Once approved and you accept the new coverage, you then cancel the Primerica.