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 Forms In Minnesota
Category:
State:
Multi-State
Control #:
US-00442
Format:
Word;
Rich Text
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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.
Follow these simple steps to cancel your Primerica subscription Call Client Services at (800) 257-4725 to cancel directly through a representative. Give them your customer and policy details and ask for cancelation. You will get a confirmation email about the same.
"POL" means the Primerica Online website (.PrimericaOnline) and the Primerica App, including, but not limited to, their pages, the screens displaying the pages, their functionality, content and arrangement.
Primerica Online (POL) — POL is Primerica's built−in entrepreneurial support system, delivering sales presentations, tools and resources, training, motivation, business tracking, and the latest company news to you from your desktop, laptop, or mobile device.
For one, Primerica agents, mostly independent contractors, make a commission on sales they make and sales made by agents they recruit into the company. As a result, agents may put pressure on you to buy a policy, even if it's not the right fit for your needs.
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.
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.