Primerica Shareholder Services Forms In Fairfax

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

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Description

The Primerica shareholder services forms in Fairfax are designed to facilitate the management and transfer of stock ownership within a corporation through a buy-sell agreement. This agreement outlines the procedures for shareholders to sell their shares during their lifetime or upon death, ensuring a smooth transition of ownership. Key features include the establishment of stock valuation, written notice requirements for share transfers, and terms for payment, which can include promissory notes. Filling out this form requires accurate details of share ownership and adherence to specific timelines for transfer notifications. It serves an essential function for attorneys, partners, owners, associates, paralegals, and legal assistants by ensuring compliance with corporate governance and providing a clear legal framework. The document promotes orderly stock transactions, thereby reducing potential disputes among stakeholders. Additionally, it helps corporations anticipate financial obligations upon a shareholder's passing, such as funding through life insurance policies, ensuring liquidity for buyouts. This form is crucial for maintaining shareholder relationships and protecting business interests.
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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.

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.

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.

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.

From the Sign In page, choose "Forgot password?" or "Forgot User ID?" to update or reset your password or User ID. You are responsible for the confidentiality and security of your User ID and password.

Primerica, Inc. (PRI) Valuation Measures & Financial Statistics.

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. Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re.

Primerica Inc. and PFSI are affiliated. The product providers referenced here offer products by contractual relationship with PFS Investments Inc, a subsidiary of Primerica Inc.

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.

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.

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Primerica Shareholder Services Forms In Fairfax