What is the DTC number for Primerica?

Primerica is not a DTC participant so they won't have a DTC number.

What does PFS stand for in Primerica?

Primerica Financial Services. Upvote1 Downvote. Answered . PFS is an acronym for "Primerica Financial Services" Upvote1 Downvote.

What is the abbreviation for Primerica?

Primerica, Inc. (PRI) Valuation Measures & Financial Statistics.

US Legal Forms
Forms Kit
Shareholder
Multi-State
Buy Sell Agreement Between Shareholders and a Corporation

Primerica Shareholder Services Forms In Utah

Q: What is the DTC number for Primerica?

Primerica is not a DTC participant so they won&#039;t have a DTC number.

Q: What is the abbreviation for Primerica?

Primerica, Inc. (PRI) Valuation Measures &amp; Financial Statistics.

Category:

Contracts - Buy Sell - Stock Purchases

State:

Multi-State

Control #:

US-00442

Format:

Instant download

This form is part of a form package!

Get all related documents in one bundle, so you don’t have to search separately.

View package

Description

The Primerica shareholder services forms in Utah are specialized legal documents designed to facilitate the buy-sell agreement among stockholders of a corporation. These forms outline the procedures for the sale of shares by stockholders during their lifetime or upon their death, ensuring a clear process for transferring ownership. Key features include the establishment of stock value, notice requirements for sale intentions, and conditions for cash payments or promissory notes. Filling and editing instructions emphasize the need for clear communication among stakeholders and the necessity of timely notice when a stockholder desires to sell. Use cases include situations where stockholders need to manage ownership transitions due to death or changes in financial circumstances. This form is particularly relevant for attorneys, partners, owners, associates, paralegals, and legal assistants who require a structured approach to stock transfers and shareholder rights, ensuring compliance with legal obligations and protecting corporate interests.

Bona fide job offer meaning

View this form

Agreement between shareholders for 2014 is

View this form

Business shares for sale

View this form

Job Description Format IV

View this form

Internet Access Agreement

View this form

Sample Letter for Speaking Engagement

View this form

Post Interview Decline Letter

View this form

Complaint in Ejectment

View this form

Sample Letter for Acceptance of Resignatio...

View this form

Sample Letter for Acknowledgment of Receip...

View this form

Checklist for Developing Service Standards

View this form

Sample Letter Requesting Client Pension Pl...

View this form

GNU Lesser General Public License

View this form

Form popularity

FAQ

Primerica is not a DTC participant so they won't have a DTC number.

Primerica Financial Services. Upvote1 Downvote. Answered . PFS is an acronym for "Primerica Financial Services" Upvote1 Downvote.

Primerica, Inc. (PRI) Valuation Measures & Financial Statistics.

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.

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.

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.

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.

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.

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.

Agreement form format in Fairfax

View this form

Agreement form format in Virginia

View this form

Agreement form format in Georgia

View this form

Agreement form format in North Carolina

View this form

Agreement form format in Wake

View this form

Trusted and secure by over 3 million people of the world’s leading companies

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

A buy-sell (business purchase) agreement is an agreement between the owners of the business for purchase of each others interest in the business. The buy-sell can be triggered in the event of the owner's death, disability, retirement, withdrawal from the business or other events.

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

The agreement provides for the purchase price, terms and funding arrangements. The agreement obligates the retiring or disabled owner or owner's estate to sell the business to the business itself, or to the surviving owner(s), or maybe an option of either.

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Each partner agrees with each of the other partners to purchase his or her share of the business at the time of death. The Partners may take out a life insurance policy on the life of the other(s) to fund the obligation. At the time of the first death, the surviving partner(s) collects the insurance proceeds. The survivor then uses the insurance proceeds to buy the business share from the deceased's family. This type agreement can be used with two or more partners.

Entity Purchase Plan

Each partner agrees that upon death his or her share of the business will be sold back to the business. The business may buy life insurance policies on each of the partners to fund the obligation. At the death of a partner, the business collects the insurance proceeds and buys the business interest from the deceased partner's heirs.

Transfer Restrictions

The agreements commit the owners not to sell ownership in the business prior to death, without first offering it to the persons named in the agreement. This is called a right of first option or refusal.

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

The life insurance industry also offers "Business Value Life Insurance" with a death benefit determined by the value of the business rather than the terms of the policy. The death benefit can grow as the value of the business grows. Premiums may also be higher as the death benefit increases.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Agreements may provide that the price will be paid in cash, in installments, or other means. You may also select a combination of cash and installments. Of course, if the insurance proceeds are sufficient to pay the price in cash many agreements provide that the purchase is to be paid in full in cash from the insurance proceeds.

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Entity Purchase Plan

Transfer Restrictions

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Primerica Shareholder Services Forms In Utah

This form is part of a form package!

Description

Related forms

Viewed forms

Form popularity

FAQ

What is the DTC number for Primerica?

What does PFS stand for in Primerica?

What is the abbreviation for Primerica?

How do I call Primerica shareholders?

How do I contact Primerica shareholder services?

What is Primerica shareholder services abbreviation?

How to get tax forms from Primerica?

Where can I find my Primerica shareholder account number?

How do I withdraw from my Primerica shareholder account?

Does Primerica have a bad reputation?

Explore more forms

Trusted and secure by over 3 million people of the world’s leading companies

Primerica Shareholder Services Forms In Utah

This form is part of a form package!

Description

Related forms

Viewed forms

Form popularity

FAQ

What is the DTC number for Primerica?

What does PFS stand for in Primerica?

What is the abbreviation for Primerica?

How do I call Primerica shareholders?

How do I contact Primerica shareholder services?

What is Primerica shareholder services abbreviation?

How to get tax forms from Primerica?

Where can I find my Primerica shareholder account number?

How do I withdraw from my Primerica shareholder account?

Does Primerica have a bad reputation?

Primerica Shareholder Services Forms In Utah Related Searches

Explore more forms

Trusted and secure by over 3 million people of the world’s leading companies