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Primerica Shareholder Services P.O. Box 9873 Providence, RI 02940-9873 If you would like to send items via overnight delivery, please send them to: Primerica Shareholder Services 4400 Computer Drive Westborough, MA 01581 Online To access fund or account information via the Internet, go to www.shareholder.primerica.com, Primerica Shareholder Services Overnight Mail SECTION 1 – ACCOUNT REGISTRATION Please indicate the account registration to include owner/joint owner(s) first name, middle initial and last name. Please include the owner’s social security number and the Primerica Shareholder Services Account number for which the TOD registration will apply.Primerica Shareholder Services P.O. Box 9873 Providence, RI 02940-9873 If you would like to send items via overnight delivery, please send them to: Primerica Shareholder Services 4400 Computer Drive Westborough, MA 01581 Online To access fund or account information via the Internet, go to www.shareholder.primerica.com, Welcome to the Primerica Shareholder Services Shareholder Account Manager (SAM) website. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. PFS Investments Inc. (PFSI) clients with American Century, Amundi US, Invesco, Franklin Templeton, Fidelity and Nuveen funds may check ...In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI …Award-Winning Customer Service. Primerica Shareholder Services provides exceptional customer support to PFS Investments Inc. clients, from call center assistance to detailed holdings statements. Primerica Shareholder Services has been recognized each year since 2003 by independent ratings firm Dalbar for achieving the highest standards in ... You may use this form if you have an existing Transfer on Death account with Primerica Shareholder Services and would like to change the beneficiary designations for that account. You may use this form if reside in a community property state and you have an existing Transfer on Death account with Primerica Shareholder Services and would like to ... In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI ...The Primerica Shareholder Account Manager Q&A. What services are available to clients through the Shareholder Account Manager? How do I enroll to view my accounts? My information was not accepted by the online enrollment form, what should I do?In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI ...Primerica Shareholder Services P.O. Box 9873 Providence, RI 02940-9873 If you would like to send items via overnight delivery, please send them to: Primerica Shareholder Services 4400 Computer Drive Westborough, MA 01581 Online To access fund or account information via the Internet, go to www.shareholder.primerica.com, Many actions may be completed online via Shareholder Account Manager. If this option is listed for your request, we encourage you to logon and complete the request. Save time …Welcome to the Primerica Shareholder Services Shareholder Account Manager (SAM) website. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. PFS Investments Inc. (PFSI) clients with American Century, Amundi US, Invesco, Franklin Templeton, Fidelity and Nuveen funds may check ...The Shareholder Account Manager is available 24 hrs. a day 7 days a week. You may use our Web site to perform account maintenance, financial transactions, view fund price and performance information, and much more!Primerica, Inc. announced today that it will hold a webcast on Wednesday, November 8, 2023, at 10:00 a.m. Eastern time to discuss the Company’ s results for the …The Shareholder Account Manager is available 24 hrs. a day 7 days a week. You may use our Web site to perform account maintenance, financial transactions, view fund price and performance information, and much more! Your Investment Portfolio Provides Access to Personal Account Information: View Your Account Balance. View Your Investment Allocation.Award-Winning Customer Service. Primerica Shareholder Services provides exceptional customer support to PFS Investments Inc. clients, from call center assistance to detailed holdings statements. Primerica Shareholder Services has been recognized each year since 2003 by independent ratings firm Dalbar for achieving the highest standards in ...Welcome to the Primerica Shareholder Services Shareholder Account Manager (SAM) website. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. PFS Investments Inc. (PFSI) clients with American Century, Amundi US, Invesco, Franklin Templeton, Fidelity and Nuveen funds may check ... Manage your Primerica investments through Primerica Shareholder Services. Primerica. privacy • www.portfolio. primerica.com • important disclosures. Your Investment Portfolio Fund Information Contact Info Shareholder's Quick ... Reference Guide Help Close Shareholder Account Manager ...PRI: Get the latest Primerica stock price and detailed information including PRI news, historical charts and realtime prices. Indices Commodities Currencies StocksEligible account owners may activate online trading by contacting Primerica Shareholder Services Investor Information Line at (800) 544-5445. Friendly Client Service Associates are available to serve you Monday through Friday 8:00 am until 8:00 pm Eastern time.payments. Please refer to www.shareholder.primerica.com for further information. DON’T FORFEIT YOUR ACCOUNT Many states enforce abandoned property laws against investment accounts. As an investor, this means if you do not ac-cess your account, at least annually, the assets in your account may beShareholder Account Manager is available to PFS Investments Inc. clients who own shares of one or more of the investments serviced on the PSS platform and have registered for general site access, to PFSI Registered Representatives ("Representative") with respect to client (s) who are authorized to access their accounts, and to PFSI and PSS home ...In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI ... Welcome to the Lifetime Investment Program Client Portal. Log in to access your account information and documents at your convenience.You may use this form to transfer assets from your non- retirement account with Primerica Shareholder Services (PSS) to establish and fund your Retirement (Traditional IRA, Roth IRA or Coverdell ESA) Plan Account. You may use this form if you have an existing Transfer on Death account with Primerica Shareholder Services and would like to …The Shareholder Account Manager is available 24 hrs. a day 7 days a week. You may use our Web site to perform account maintenance, financial transactions, view fund price and performance information, and much more! Your Investment Portfolio Provides Access to Personal Account Information: View Your Account Balance. View Your Investment Allocation. As a Primerica client, you'll work with your Primerica Representative to learn fundamental financial basics and gain a better understanding of where you stand with your personal finances. Through our personalized portal, MyPrimerica.com, you'll also have 24/7 access to your account to track progress toward your goals, use self-service tools and more!For customers with Fidelity Advisors, American Century Investments, Invesco, Amundi US, Nuveen, and Franklin Templeton mutual fund investments, contact Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.portfolio.primerica.com or www.primerica.com; via regular mail to Primerica Shareholder Services, P.O. Box ... All mutual funds have fees and expenses. These costs are important because they affect the return on your investment. Generally, for the mutual funds offered by PFSI the fees fall into two categories: sales charges and annual expenses. Annual expenses include management fees, distribution and service (12b-1) fees, the cost of shareholder ...I have elected to rollover assets in my Primerica Shareholder Services 403(b)(7) account to: Roth IRA NOTE: A new account application is required to establish a new account to accept your roll over proceeds. You must contact a Primerica Financial Services Representative to complete the New Account Application and Customer Identification …Primerica Shareholder Services. If you choose this option, you must contact a Primerica Financial Services Representative to complete a new account application and Customer Identification Form. • Transfer Assets to Existing Account - The Estate as Beneficiary may choose to transfer the assets to an existing ABF Traditional/Roth IRA for theShareholder Account Manager is available to PFS Investments Inc. clients who own shares of one or more of the investments serviced on the PSS platform and have registered for general site access, to PFSI Registered Representatives (“Representative”) with respect to client(s) who are authorized to access their accounts, and to PFSI and PSS ...payments. Please refer to www.shareholder.primerica.com for further information. DON’T FORFEIT YOUR ACCOUNT Many states enforce abandoned property laws against investment accounts. As an investor, this means if you do not ac-cess your account, at least annually, the assets in your account may be In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI …Please note that you may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445. If you experience any problems logging in, please call one of our Client Service Representatives at …We insured over 5.7 million lives and had over 2.8 million client investment accounts on December 31, 2022. Primerica, through its insurance company subsidiaries, was the #3 issuer of Term Life insurance coverage in the United States and Canada in 2022. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is ...Primerica's online client portal, MyPrimerica, is designed to empower clients by giving them secure access to their policies, accounts and important documents while keeping them connected to their goals and their Representative.For Further Credit: Shareholder Account Number Account Transfer / Rollover Form Primerica Shareholder Services MAILING AND WIRING INSTRUCTIONS www.shareholder.primerica.com or www.primerica.com POL-RBTOA V.5.21 | RVW.5.21 5 Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services Attention: 534485 Primerica. Your Investment. Portfolio Fund. Information Contact. Info Shareholder's Quick. Reference Guide Help Close Shareholder. Account Manager. Manage your Primerica investments through Primerica Shareholder Services.When you see your Personal Security Image and Caption you know you are at the Primerica Shareholder Services site, and not an imposter site. Remember: After registering, you should only enter sensitive information, such as your Password, ... If you do not remember your Personal Security Image and/or Caption you can reset your user …The Shareholder Account Manager is a fantastic tool that will assist you in managing your mutual fund accounts! The Shareholder Account Manager is available 24 hours a day 7 days a week. Already a client? Access your mutual fund account by clicking on the Sign on to Primerica link to the right.The Shareholder Account Manager is a fantastic tool that will assist you in managing your mutual fund accounts! The Shareholder Account Manager is available 24 hours a day 7 days a week. Already a client? Access your mutual fund account by clicking on the Sign on to Primerica link to the right. Primerica Online is a web site used by Primerica Representatives to retrieve information to help their businesses grow, be informed about Primerica promotions and download useful information and documents for their businesses.A: If you do not remember your password and/or user account you can reset your user account by following these instructions. Of course, you can always call us for assistance at: Client Service Representatives at (800) 544-5445. Monday through Friday 8:00 AM until 8:00 PM Eastern time. Q. If you recognize your Personal Security Image and Caption you will know that you are at the real Primerica Shareholder Services site and it is safe to enter your Password. If you have any questions or concerns please contact: Client Service Representatives at …POL-32E - Exchange Form. POL-29E - Secondary Contact Information Form. POL-RPDE - Retirement Plans Death Distribution Form. POL-ROTHCON-E - Roth Conversion Form. POL-39E - Name Change Form. POL-08E - Beneficiary Change Form. eForms Shareholder User Guide.Please note that you may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445. If you experience any problems logging in, please call one of our Client Service Representatives at …Shareholders Quick Reference Guide. Shareholder Account Manager Q&A. What services are available to clients using the Shareholder Account Manager on …www.shareholder.primerica.com or www.primerica.com POL-27COM 5 V.1.23 | RVW.1.23 6 PRIMERICA SHAREHOLDER SERVICES RULES GOVERNING TRANSFER ON DEATH (“TOD”) REGISTRATION 1. General- TOD registration is an optional form of registering shares of a mutual fund that allows the owner of the mutual fund account to designate …In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI ...Certain account registrations such as a Corporation, Sole Proprietorship, Trust or Fiduciary are not eligible for online trading. Eligible account owners may activate online trading by contacting Primerica Shareholder Services Investor Information Line at (800) 544-5445. Certain account registrations such as a Corporation, Sole ProprPrimerica has been helping Main Street families invest for t Enter your User ID and click Sign On. Information regarding accounts at other fund companies may be found on those companies' websites. U.S. Investors Only. Please note that you may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445. If you experience any problems logging in ... Primerica Shareholder Services. If you choose this o Primerica Shareholder Services Clients Enroll Now to receive all the benefits of. When accessing the Shareholder Account Manager for the first time, existing shareholders will need to define a User ID, Password and Security Question. You will need to contact one of our Client Services Representatives at (800) 544-5445 to obtain a Temporary PIN. Primerica Online is a web site used by Primerica Representatives to r...