Primerica Shareholder Services Ira Distribution Form In Bexar
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FAQ
Who Do I Call for Help with My Account? For assistance with your account, please contact Primerica Advisors Client Services at (833) 786-0550.
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.
Click on the "Redeem" link on the left of the Account Holdings screen. Select the from fund, the location to which your redemption proceeds should be sent, and indicate how much to redeem. Then, click the "Next>" button. Review the "Distribution Elections" screen.
Use this form to request a lump-sum distribution or to establish a systematic withdrawal plan from a traditional IRA, Roth IRA, Coverdell ESA, or SEP IRA.
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
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 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 ofrece acceso a través de la línea en espaol de Servicio al Cliente.
