Primerica Shareholder Services Forms In California

State:
Multi-State
Control #:
US-00442
Format:
Word; 
Rich Text
Instant download

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Description

The Primerica shareholder services forms in California, specifically the Buy-Sell Agreement, are essential tools for corporations and their stockholders. This document outlines the terms under which stockholders can sell or transfer their shares, ensuring a smooth transition of ownership while maintaining the company's value. Key features include provisions for the sale of shares upon a stockholder's death, redetermination of stock value, and the necessity for life insurance to fund buyouts. Filling out this form requires careful attention to detail, as stockholders must list their shares and agree on valuations. Editing may involve updating ownership records and insurance policies. Attorneys, partners, owners, associates, paralegals, and legal assistants can utilize this form to facilitate corporate governance, protect the interests of stockholders, and ensure compliance with state laws. The clear structure of the agreement aids in understanding complex transactions and helps all parties navigate their responsibilities. The form also empowers stockholders by providing them rights regarding ownership transfers and ensuring equitable compensation.
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  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation
  • Preview Buy Sell Agreement Between Shareholders and a Corporation

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FAQ

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.

To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.

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.

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.

Accredited since 1980, Primerica, Inc. currently holds a A+ rating with the Better Business Bureau (BBB). Businesses that receive BBB accreditation are committed to high standards and best practices in customer service, sales, advertising, data privacy and ethics.

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.

Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981.

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Primerica Shareholder Services Forms In California