Primerica Shareholder Services Transfer Form In Collin
Description
Form popularity
FAQ
To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
You can find your Shareholder Reference Number, which is 10 digits long and begins with the letter 'C', on your statements, dividend advice or cheques or other shareholder material. If you have a statement, the Shareholder Reference Number will be located on the right hand side near the top of the statement.
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.
Primerica is not a DTC participant so they won't have a DTC number.
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.
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.
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.
FAX SERVICE: If your request does not require a signature guarantee, additional documentation or other fund requirements, you may fax this request to 833-748-3938.
Fax numbers for EQ: general line, (651) 450-4033; for sale of shares, (651) 450-4085. To place an immediate stop on the transfer of the lost certificate, please call Edison International Shareowner Services at (800) 347-8625, or email the transfer agent.
As of March 31, 2024, the five largest shareholders of Primerica stock are Vanguard Group, Kayne Anderson Rudnick Investment Management, BlackRock, FMR, and Brave Warrior Advisors. 4.
