The purpose of this agreement is to provide for the sale by a stockholder during his/her lifetime, or by a deceased stockholder's estate, and to provide all or a substantial part of the funds for the purchase. The form contains the following provisions: total value of the capital stock, procedure upon the death of a stockholder, and amending procedures for the agreement.
Primerica Shareholder Services Transfer Form In King
Category:
State:
Multi-State
County:
King
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
Free preview
Form popularity
FAQ
Accredited since 1980, Primerica, Inc. currently holds a A+ rating with the Better Business Bureau (BBB).
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.
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.
PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC.
– Requests for more than $100,000 per fund position must be in writing and require a Signature Guarantee. – If a non-Medallion signature guarantee is received, processing your request may be delayed.
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.
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.
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.