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 Texas
Category:
State:
Multi-State
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
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FAQ
To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
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.
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.
Accredited since 1980, Primerica, Inc. currently holds a A+ rating with the Better Business Bureau (BBB). Businesses that receive BBB accreditation are committed to high standards and best practices in customer service, sales, advertising, data privacy and ethics.
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.
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With SAM, you can: View your account balances; Complete transactions; View transaction history and important messages; Access forms. Account Number: Account Owner's Name: Address: Date of Birth: Phone Number: NOTE: This section is required to complete transaction.Please complete this form to register an existing Primerica Shareholder Services account as Transfer on Death. You may use this form only for Transfer on. This form is for non-retirement accounts only;. Learn how to efficiently withdraw funds from Primerica Shareholder Services and manage your investments for financial freedom. Edit, sign, and share primerica shareholder services forms online. No need to install software, just go to DocHub, and sign up instantly and for free. On this app, you can view current and historical balances, complete transactions, and view your transaction history online. Create, commit to, and manage your agreements all in one platform with Docusign IAM.