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 Log In In Pima
Category:
State:
Multi-State
County:
Pima
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
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FAQ
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.
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 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.
From the Sign In page, choose "Forgot password?" or "Forgot User ID?" to update or reset your password or User ID. You are responsible for the confidentiality and security of your User ID and password.
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.
How do I reset? Shareholders may reset their Login online. Click on "Forgot your User ID or Password?" and follow the step by step instructions. You will be prompted for personal account information and your predetermined security question.
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.
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PFS Investment clients with American Century, Amundi US, Fidelity, Franklin Templeton, Invesco and Nuveen funds may check their accounts here. Find a TUCSON AZ licensed representatives near you using our convenient locator tool.Primerica is here to help you reach your financial goals. On this app, you can view current and historical balances, complete transactions, and view your transaction history online. Click "LOGIN" below to access your account information and documents at your convenience. Our participating banks are listed alphabetically. Don't see the bank name you are looking for? The Fund is registered under the Investment Company Act of 1940 as a Unit Investment Trust. See a review of the most Recent Appellate Opinions from the industry we're finding interesting.