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 Phoenix
Category:
State:
Multi-State
City:
Phoenix
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
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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.
Primerica, Inc. (PRI) Valuation Measures & Financial Statistics.
Primerica Financial Services. Upvote1 Downvote. Answered . PFS is an acronym for "Primerica Financial Services" Upvote1 Downvote.
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.
Primerica is not a DTC participant so they won't have a DTC number.
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.
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