How do I find my Primerica shareholder account number?

Page 1 View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. Speak with a Financial Services professional by calling 1-800-544-5445. Regular Mail:

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Buy Sell Agreement Between Shareholders and a Corporation

Primerica Shareholder Services Log In In Wayne

Q: How do I recover my Primerica account?

From the Sign In page, choose &quot;Forgot password?&quot; or &quot;Forgot User ID?&quot; to update or reset your password or User ID. You are responsible for the confidentiality and security of your User ID and password.

Category:

Contracts - Buy Sell - Stock Purchases

State:

Multi-State

County:

Wayne

Control #:

US-00442

Format:

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Description

The Primerica shareholder services log in in Wayne provides a streamlined platform for shareholders to access their account information securely. This form is particularly useful for managing stock ownership and transfers, ensuring clarity during transactions such as buy-sell agreements. Key features include detailed sections for reporting stock ownership changes and establishing the capital stock’s value. Users must fill out specific information about shares owned and related transactions, and instructions highlight the importance of notifying other shareholders before transferring shares. The form is essential for attorneys and legal professionals who handle corporate matters, as it facilitates compliance with state laws. Partners and business owners can utilize this form to maintain precise records of stock ownership and financing arrangements. Associates and paralegals benefit from the template's clear structure, enabling them to efficiently assist in the documentation process. Lastly, legal assistants can leverage this tool to ensure timely updates regarding transactions, enhancing organizational transparency.

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FAQ

Additionally, you may reset your password for your Primerica Online account by contacting our Tech Support team at 1-888-737-2255.

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.

Corporate Address Client Service General Policy Information 1-800-257-4725 Email Us Policy Changes 1-800-257-4725 Email Us Cancellations 1-800-257-4725 Email Us Claims1 more row

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.

The MyPrimerica mobile app gives you secure access to view your Primerica life insurance policy and investment products as well as a way to create and track your financial goals. View key life policy details.

Page 1 View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. Speak with a Financial Services professional by calling 1-800-544-5445. Regular Mail:

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.

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

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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 Log In In Wayne

This form is part of a form package!

Description

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What is the phone number for Primerica shareholder customer service?

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Explore more forms

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

Primerica Shareholder Services Log In In Wayne

This form is part of a form package!

Description

Related forms

Viewed forms

Form popularity

FAQ

What is Primerica customer service phone number?

What is the number 8887372255?

How do I withdraw from my Primerica shareholder account?

What is the phone number for Primerica shareholder customer service?

Does Primerica Life Insurance have an app?

How do I find my Primerica shareholder account number?

How do I access my Primerica account?

How do I find my Primerica account number?

How do I recover my Primerica account?

How do I contact Primerica shareholder services?

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