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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
How do I view the fund investment returns? You can log on to PRUaccess, select View Fund Prices, Fund Performance, and select the PRULink Fund Factsheets and Fund Report to view the details.
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.
On the app Login to the Stash app. Tap your initials (iOS) or hamburger icon (Android) in the upper-left corner. Scroll down to the Documents section and tap Portfolio. Tap Portfolio statements under the portfolio you want to view the statement for.
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.
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.
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 obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
Primerica Brokerage Services Inc. (PBSI) is a broker-dealer registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). PBSI is the introducing broker-dealer for accounts managed through the Primerica Advisors Lifetime Investment Program.
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.