Primerica Shareholder Services Forms In San Jose

State:
Multi-State
City:
San Jose
Control #:
US-00442
Format:
Word; 
Rich Text
Instant download

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Description

The Buy-Sell Agreement form is designed for use by shareholders of a corporation, specifically addressing the transfer of shares among stockholders in San Jose. This form facilitates the sale of a stockholder's shares either during their lifetime or upon their death, allowing for a smooth transition of ownership at a price that is pre-established, which can help maintain corporate stability. Key features of the form include details on stockholding percentages, notice requirements for selling shares, a procedure for redetermining stock value, and provisions for life insurance to fund purchases. Filling instructions suggest that parties outline their respective stakes and fill out schedules regarding stock ownership changes and insurance policies. Target users like attorneys, partners, and paralegals will find this form crucial for structuring ownership transitions while ensuring compliance with legal standards. Legal assistants can assist in drafting and maintaining updated records, including initialing changes on the schedules. Overall, the Buy-Sell Agreement provides a structured framework for managing stockholder interests effectively.
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  • 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

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FAQ

On December 19, 2011, Citigroup sold its remaining equity stake in Primerica. Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015. In July 2021, Primerica acquired e-Telequote, a health insurance marketer.

Vanguard owns the most shares of Primerica (PRI).

Primerica was proud to have been recognized as one of America's Best Insurance Companies in 2022 by Forbes.

To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.

In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the U.S. (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.

The decision was wrapped around Citi's acceptance of federal bailout funds and the public black eye other firms felt while facing accusations that they sent employees on junkets after receiving tax dollars. That decision was among the prime motivators for Primerica to leave Citi.

Overnight: Primerica Shareholder Services Attention 534485 500 Ross Street, 154-0520 Pittsburgh, PA 15262 Page 4 4 A Transaction Confirmation will be generated and mailed to your address of record whenever transactions change the share balance of your account.

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.

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.

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.

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Primerica Shareholder Services Forms In San Jose