Primerica Shareholder Services Transfer Form In Wake
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.
FAX SERVICE: If your request does not require a signature guarantee, additional documentation or other fund requirements, you may fax this request to 833-748-3938.
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.
Step 1. Get the details on existing coverage. Step 2. Get a broker to shop similar coverage in the market. Step 3. Apply for coverage with another carrier (that offers conversion in future). Step 4. Once approved and you accept the new coverage, you then cancel the Primerica.
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.
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.
By Phone. 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.
