Primerica Shareholder Services Transfer Form In Ohio
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FAQ
Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. Check with your financial institution to determine if this option is available.
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.
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.
The refusal to provide a medallion signature guarantee, as indicated by the manager, could be due to a variety of reasons. It's important to know that not all bank branches offer this service, and even if they do, they may have limitations based on their policies or the specific qualifications of the staff.
Institutions like banks, credit unions, and brokerage firms often require it for transferring or selling securities. Unlike a notary public, which verifies a signer's identity, the Medallion Signature Guarantee confirms not only identity but also the authority to perform the transaction.
Financial institutions providing Medallion Signature Guarantees have surety bond coverage that protects the transfer agents from “bad” guarantees. Primerica Shareholder Services will not accept a request to process a transaction that exceeds the financial institution's bond coverage.
– 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.
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.
