How do I check my mutual fund account?

2. How to Check Mutual Fund Status with Folio Number Through CAMS Website Step 1: Visit the CAMS website. Step 2: Click on the 'Investor Services' tab. Step 3: Select 'Account Statement'. Step 4: Enter your folio number and other details. Step 5: View your mutual fund status.

US Legal Forms
Forms Kit
Shareholder
Multi-State
Buy Sell Agreement Between Shareholders and a Corporation

Primerica Shareholder Services Log In In North Carolina

Q: Does Primerica do investments?

While many financial professional aren&#039;t interested in working with the middle class, Primerica, through its affiliated broker-dealer (PFS Investments Inc.), is committed to helping Main Street families save and invest for their short-term and long-term goals.

Category:

Contracts - Buy Sell - Stock Purchases

State:

Multi-State

Control #:

US-00442

Format:

Instant download

This form is part of a form package!

Get all related documents in one bundle, so you don’t have to search separately.

View package

Description

The Buy-Sell Agreement is designed for corporations and their stockholders in North Carolina, particularly beneficial for those engaged with Primerica shareholder services. This legal document facilitates the sale and purchase of stock interests among stockholders, either during their lifetime or through the deceased's estate. Key features include the establishment of a fair purchase price, obligations outlined for selling stock, and the handling of sale notifications. Users can customize terms for payment and insurance arrangements to ensure cash availability upon a stockholder's death. This form is instrumental for attorneys, partners, owners, associates, paralegals, and legal assistants in guiding clients through corporate stock transactions. Filling out the agreement requires attention to detail, including dates, stock percentages, and valuation determinations. Editing should maintain the clarity of terms and obligations, ensuring all stakeholders understand their rights and responsibilities. Specific use cases include handling transfers of shares, managing stockholder death procedures, and ensuring compliance with corporate bylaws.

Bona fide job offer meaning

View this form

Agreement between shareholders for 2014 is

View this form

Business shares for sale

View this form

Built-in online Word editor

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

Export easily

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

E-sign your document

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

Notarize online 24/7

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.

Store your document securely

We protect your documents and personal data by following strict security and privacy standards.

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.

Looking for another form?

This field is required

Warranty Agreement Construction Contract Endorsement Agreement Service Agreement Purchase Agreement Cohabitation Agreement Buy Sell Agreement

Sample Letter for Company Moving to New Lo...

View this form

Sample Letter for Acceptance of Job Offer ...

View this form

Loan Form Corporation - Corporate Resolutions

View this form

Statement of Election (Cooperatives)

View this form

Texas Employment or Job Termination Package

View this form

USLF Multistate Patent and Trademark Law H...

View this form

Termination or Cancellation of Listing Agr...

View this form

A03 Plaintiffs' Proposed Jury Instructions

View this form

Change in control of Camera Platforms Inte...

View this form

2.02 CONSIDERING THE EVIDENCE

View this form

Form popularity

FAQ

While many financial professional aren't interested in working with the middle class, Primerica, through its affiliated broker-dealer (PFS Investments Inc.), is committed to helping Main Street families save and invest for their short-term and long-term goals.

For support regarding your User ID and Password, please contact one of our Client Service Representatives at 1-800-544-5445.

2. How to Check Mutual Fund Status with Folio Number Through CAMS Website Step 1: Visit the CAMS website. Step 2: Click on the 'Investor Services' tab. Step 3: Select 'Account Statement'. Step 4: Enter your folio number and other details. Step 5: View your mutual fund status.

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.

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.

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.

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.

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.

To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.

Resignation acceptance letter without notice period in Tarrant

View this form

Resignation acceptance letter without notice period in Houston

View this form

Resignation acceptance letter without notice period in San Antonio

View this form

Resignation acceptance letter without notice period in Bexar

View this form

Resignation acceptance letter without notice period in Travis

View this form

Trusted and secure by over 3 million people of the world’s leading companies

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

A buy-sell (business purchase) agreement is an agreement between the owners of the business for purchase of each others interest in the business. The buy-sell can be triggered in the event of the owner's death, disability, retirement, withdrawal from the business or other events.

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

The agreement provides for the purchase price, terms and funding arrangements. The agreement obligates the retiring or disabled owner or owner's estate to sell the business to the business itself, or to the surviving owner(s), or maybe an option of either.

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Each partner agrees with each of the other partners to purchase his or her share of the business at the time of death. The Partners may take out a life insurance policy on the life of the other(s) to fund the obligation. At the time of the first death, the surviving partner(s) collects the insurance proceeds. The survivor then uses the insurance proceeds to buy the business share from the deceased's family. This type agreement can be used with two or more partners.

Entity Purchase Plan

Each partner agrees that upon death his or her share of the business will be sold back to the business. The business may buy life insurance policies on each of the partners to fund the obligation. At the death of a partner, the business collects the insurance proceeds and buys the business interest from the deceased partner's heirs.

Transfer Restrictions

The agreements commit the owners not to sell ownership in the business prior to death, without first offering it to the persons named in the agreement. This is called a right of first option or refusal.

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

The life insurance industry also offers "Business Value Life Insurance" with a death benefit determined by the value of the business rather than the terms of the policy. The death benefit can grow as the value of the business grows. Premiums may also be higher as the death benefit increases.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Agreements may provide that the price will be paid in cash, in installments, or other means. You may also select a combination of cash and installments. Of course, if the insurance proceeds are sufficient to pay the price in cash many agreements provide that the purchase is to be paid in full in cash from the insurance proceeds.

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Entity Purchase Plan

Transfer Restrictions

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Primerica Shareholder Services Log In In North Carolina

This form is part of a form package!

Description

Related forms

Get your form ready online

Looking for another form?

Viewed forms

Form popularity

FAQ

Does Primerica do investments?

Why can't I access MyPrimerica account?

How do I check my mutual fund account?

Where can I find MyPrimerica account number?

How do I contact Primerica Mutual Fund?

How do I find shareholder number?

What is Primerica shareholder services abbreviation?

How do I find my Primerica shareholder account number?

How do I find my Primerica account number?

How do I contact Primerica shareholder services?

Explore more forms

Trusted and secure by over 3 million people of the world’s leading companies

Primerica Shareholder Services Log In In North Carolina

This form is part of a form package!

Description

Related forms

Get your form ready online

Looking for another form?

Viewed forms

Form popularity

FAQ

Does Primerica do investments?

Why can't I access MyPrimerica account?

How do I check my mutual fund account?

Where can I find MyPrimerica account number?

How do I contact Primerica Mutual Fund?

How do I find shareholder number?

What is Primerica shareholder services abbreviation?

How do I find my Primerica shareholder account number?

How do I find my Primerica account number?

How do I contact Primerica shareholder services?

Primerica Shareholder Services Log In In North Carolina Related Searches

Explore more forms

Trusted and secure by over 3 million people of the world’s leading companies