Primerica Shareholder Services Forms In Harris

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

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Description

The Primerica shareholder services forms in Harris include the Buy-Sell Agreement, which outlines the procedures for the sale of a Stockholder's interest in the Corporation, either during their lifetime or upon death. This comprehensive form provides a structured approach for Stockholders to manage their shares effectively and ensures fair valuation and transfer of ownership. Key features include provisions for establishing a purchase price, rights of first refusal for the Corporation and remaining Stockholders, and the incorporation of life insurance policies to facilitate cash availability upon a Stockholder's death. The Agreement outlines detailed notifications and timelines for selling shares, ensuring transparency and mutual understanding among Stockholders. Filling out the form requires clear identification of shares owned, completion of schedules for ownership changes, redetermined values of stock, and insurance policy details. This form is particularly valuable for attorneys, partners, owners, associates, paralegals, and legal assistants who handle corporate governance matters, enabling them to navigate the complexities of stock transfer in a legally-compliant manner. By using the Buy-Sell Agreement, stakeholders can minimize disputes, ensure liquidity, and safeguard their investments.
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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

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.

View your account online at .shareholder.primerica using Primerica Shareholder Services' Shareholder Account Manager platform. View fund positions, balances, statements, and tax documents.

As a result, we limit our platform to a small group of fund families, and focus our representatives on the funds available on our Primerica Shareholder Services (“PSS”) Mutual Fund Platform (“PSS Platform”).

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.

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 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.

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Primerica Shareholder Services Forms In Harris