Use Form 4506 to request a copy of your tax return. You can also designate (on line 5) a third party to receive the tax return. How long will it take? It may take up to 75 calendar days for us to process your request.
After logging in to the site, Under "Account Type", click on the account and then click on "Tax Forms" tab. Select the tax year that you would like to view from the drop down and then click "View PDF".
For support regarding your User ID and Password, please contact one of our Client Service Representatives at 1-800-544-5445.
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.
View your account online at .shareholder.primerica using Primerica Shareholder Services' Shareholder Account Manager platform. View fund positions, balances, statements, and tax documents.
Page 1 View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. Speak with a Financial Services professional by calling 1-800-544-5445. Regular Mail:
In either situation, PFSI and PBSI customers would be able access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at .shareholder.primerica; via regular mail to Primerica Shareholder Services, P.O. Box 534485, Pittsburgh, PA 15253-4485 ; via express mail ...
Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981.
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.
(PBSI), member FINRA/SIPC, through a fully disclosed clearing agreement with Pershing LLC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI. Primerica Inc., PFSI and PBSI are affiliate companies.