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NEW eFORMS Primerica Shareholder Services now offers eForms, an electronic forms option that removes the need to mail or fax paperwork, and also the Notary Stamp or Signature Guarantee requirements. Please go to the PFS Investments U.S. dropdown menu at Shareholder.Primerica.com to view the current list of available forms. POL-82E - Changing Responsible Party on Coverdell ESA. 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. Eligible 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. Written requests for activation may be sent to: 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 ...Client Services: (800) 544-5445 Overnight Mail Fax Services: (833) 748-4712 (See fax service) (Continue) Systematic Withdrawal Plan / Required Minimum Distribution Form Primerica Shareholder Services Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services Attention: 534485Primerica Shareholder Services Attention: 534485 500 Ross Street, 154-0520 Pittsburgh, PA 15262. www.shareholder.primerica.com or www.primerica.com SECTION 1 – CHOOSE ONE Please indicate if you are requesting to add the Systematic Withdrawal Plan to an existing account, change the option on an existing account or cancel theIt doesn't take a lot to get started, and it could be the first step on your road to financial freedom.*. Our minimum investment thresholds are among the lowest in the industry: $1,000 in voluntary accounts, $250 in IRA accounts or as little as $50 in any account if established with a monthly bank draft of $50 or more. To cover the cost of ...Thanks for visiting our site! At Primerica, we seek career-oriented, talented people to strengthen our company and enhance shareholder value. This site will allow you to review our list of current job openings in our home office locations of Duluth, GA, Long Island City, NY and Mississauga, Ontario as well as remote locations throughout the US and Canada.See other industries within the Professional, Scientific, and Technical Services sector: Accounting, Tax Preparation, Bookkeeping, and Payroll Services , Advertising, Public Relations, and Related Services , Architectural, Engineering, and Related Services , Computer Systems Design and Related Services , Legal Services , Management, Scientific, and Technical Consulting Services , Other ...Get Started and Register Now These and other features are just the beginning of what you can expect when you register for MyPrimerica, so register today and stay connected! Keep in Mind You must own one of the following Primerica products to register: An active life insurance policy One or more open investment accounts. Register NowIf you do not recognize your Personal Security Image and/or Caption then DO NOT enter your Password. Please call us immediately for assistance at: Client Service Representatives at (800) 544-5445. Monday through Friday 8:00 AM until 8:00 PM Eastern time. Q. Manage your Primerica investments through Primerica Shareholder Services. Primerica. privacy • www.portfolio. primerica.com • important disclosures. Your Investment …Client Services: (800) 544-5445 Please send to: Regular Mail Overnight Mail Fax Services: (833) 748-4712 (acceptable only if a notary is not required) Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services Attention: 534485 500 Ross Street, 154-0520 Pittsburgh, PA 15262www.shareholder.primerica.com or www.primerica.com POL-27 TOD 3 V.4.18 | RVW.4.18 4 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 …Primerica Shareholder Services | 76 followers on LinkedIn. Primerica Shareholder Services is a Banking company located in 1 Tower Sq, Hartford, Connecticut, United States.Primerica Shareholder Services provides access to Customer Service Representatives, who are ready to offer personal service, between 8:00 AM and 8:00 PM Eastern Time, Monday through Friday. Just call toll free, 1-800-544-5445. Our Customer Service Representatives are available to answer specific questions regarding your accounts …contacting Primerica Shareholder Services at 1-800-544-5445. Customer Service Representatives are available to assist you Monday through Friday between 8 a.m. and 8 p.m. ET. Primerica Shareholder Services PO Box 9873 Providence, RI 02940-9873 For Retail Brokerage Account For Managed Account 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 customer satisfaction.Access your accounts, make investment choices, and find educational resources.

Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial services to middle-income households in North America. Independent licensed representatives educate Primerica clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life ...Welcome to Georgeson. We are a global provider of strategic shareholder engagement, proxy solicitation and governance consulting services. We've helped many of the world's leading organizations maximize the value of relationships with their investors and stakeholders. Our unclaimed property services improve owner satisfaction while …To better serve you, we are conducting regularly scheduled maintenance of our online services. For your convenience, you may also obtain information regarding your account through: Primerica Shareholder Services Investor Line. - (800) 544-5445. - Available to you 7 days a week / 24 hours a day. Personal Assistance.We would like to show you a description here but the site won’t allow us.Client Services: (800) 544-5445 Primerica Shareholder Services P.O. Box 9662 Providence, RI 02940-9662 Primerica Shareholder Services Westborough, MA 01581 Please send to: Regular Mail Overnight Mail Fax Services:* (833) 782-4119

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, Inc. today announced financial results for the quarter ended June 30, 2023.Total revenues of $688.4 million showcased the company's strong performance in providing financial products to middle-income households. With a solid capital position, Primerica Inc.'s PRI distribution channel and market presence make it an attractive option for investors.…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Primerica Shareholder Services P.O. Box 534485 . Possible cause: AM Best has rated Primerica's financial strength as A+ (Superior): Primerica.