Primerica Shareholder Services Forms In Cuyahoga

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

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Description

The Primerica shareholder services forms in Cuyahoga include essential documents like the Buy-Sell Agreement, which facilitates the sale and transfer of shares among stockholders during their lifetime or after death. This form serves to protect the interests of both the corporation and its shareholders by ensuring that shares can be sold at a fair price, while also providing the necessary funds for such transactions. Key features include stipulations on the buying-out process, methods of valuation for shares, and requirements for written notice when a stockholder wishes to sell their shares. Filling out and editing instructions are straightforward: users must insert relevant information, such as share ownership and the corporation's details, while ensuring proper documentation of transfers and valuations. The document is particularly useful for attorneys and paralegals in structuring shareholder agreements, while also being beneficial for partners and associates managing ownership interests. By clarifying the procedures around stock transfers and ensuring adequate funding through life insurance, the form supports smooth transitions of ownership and business continuity. Overall, it is a vital resource for maintaining clarity and fairness in shareholder relationships.
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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

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

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 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.

Primerica is not a DTC participant so they won't have a DTC number.

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.

Primerica is not a DTC participant so they won't have a DTC number.

Primerica Financial Services. Upvote1 Downvote. Answered . PFS is an acronym for "Primerica Financial Services" Upvote1 Downvote.

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.

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Primerica Shareholder Services Forms In Cuyahoga