Primerica Shareholder Services Transfer Form In Oakland

State:
Multi-State
County:
Oakland
Control #:
US-00442
Format:
Word; 
Rich Text
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.

Description

The Primerica shareholder services transfer form in Oakland is a vital document designed for facilitating the smooth transfer of shares among shareholders of a corporation. This form allows stockholders to sell or transfer their interests during their lifetime or through their estate upon death, ensuring a clear process for the purchase and valuation of shares. Key features include provisions for written notice to other stockholders before selling shares, methods of payment for purchases, and the establishment of life insurance to fund purchases. Filling out the form requires attention to detail, especially regarding stock ownership, purchase prices, and insurance policies associated with the shareholders. This form is particularly relevant for attorneys, partners, and owners managing stockholder agreements, as well as associates, paralegals, and legal assistants who may assist in preparing and executing such agreements. The form promotes transparency and fairness in the transfer of stock, protecting the interests of all parties involved while ensuring compliance with corporate governance. Overall, it serves as an essential tool for maintaining orderly management within a corporation's shareholding structure.
Free preview
  • 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

Form popularity

FAQ

Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada. Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re.

Primerica Inc. and PFSI are affiliated. The product providers referenced here offer products by contractual relationship with PFS Investments Inc, a subsidiary of Primerica Inc.

Primerica, Inc. (PRI) Valuation Measures & Financial Statistics.

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.

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.

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 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.

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.

Write to U.S. Bancorp Investments Compliance, EP-MN-WN3C, 60 Livingston Avenue, St. Paul, MN 55107.

(PFSI), 1 Primerica Parkway, Duluth, GA 30099.

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

Primerica Shareholder Services Transfer Form In Oakland