![]() ![]() Representative Services Line at (800) 665-8677. If you have any questions, please call the This page is provided for Primerica Shareholder Services Clients. Shareholder Services via telephone at (800) 544-5445 via the internet at via mail to Primerica Shareholder Services,Īttention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262 or through their local PFSI representative. TOD DEATH DISTRIBUTION/TRANSFER FORM INFORMATION (THIS PAGE RETAINED BY THE TOD BENEFICIARY) Please mail completed form and required documents to Primerica Shareholder Services, PO Box 9662, Providence, RI 02940, or for express mail Primerica Shareholder Services, 4400 Computer Drive, Westborough, MA 01581. In either situation, PFSI customers would be able to access their funds by contacting Primerica In case of a disruption affecting ourĮntire region, PFSI will work to recover and resume operations as soon as possible. In case of aĭisruption affecting only PFSI's Duluth, Georgia headquarters, we will transfer our operations to our off-site facility, if needed. Maintains off-site storage arrangements for critical data as well as an off-site back-up facility that is equipped to sustain critical operations. ("PFSI") has developed a Business Continuity Plan that addresses how we will respond to events that significantly disrupt our business. Investor Line Personal Identification Number. It is always a good practice to periodically change your Internet Password and/or PSS You are responsible for the confidentiality and security of your User ID and password. If you experience any problems logging in, please call one of our Client Service Representatives Monday through Friday 8:00 AM until 8:00 PM Eastern time.Please note that you may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing If you have any questions or concerns please view our additional online help or contact:Ĭlient Service Representatives at (800) 544-5445. ![]() ![]() Review this information and click "Accept" to continue or "Cancel" to leave your Asset Allocations as-is. If your "Distribution Election" information was correct and you clicked "Next>" then the "Confirm Redemption" screen will be presented.Otherwise, click "Cancel" and submit your IRA Distribution using the paper form available to the right of this "Learn How" page link. Then, if the information presented is accurate, click the "Next>" button. ![]() If any input fields or drop-down boxes are presented to you, complete those fields. Our Representatives 1 live and work in your neighborhoods, fully understanding the financial needs Ontario residents face every day. 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. Primerica proudly serves communities in Ontario and is committed to supporting the financial goals of you and your loved ones. Primerica has been helping Main Street families invest for the future since 1977. Review the "Distribution Elections" screen. The Shareholder Account Manager is available 24 hrs.Select the from fund, the location to which your redemption proceeds should be sent, and indicate how much to redeem.Click on the "Redeem" link on the left of the Account Holdings screen.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.Sign on to Primerica Shareholder Services (see link below).To redeem from your IRA account online, please complete the following steps: How to Request an IRA Distribution OnlineĬlose Window How to Request an IRA Distribution Online ![]()
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