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Name of Company: Contact Person: Address: City: State: Zip Code: Phone Number: Please send to: Regular Mail Fax Services: (508) 599-7729 Primerica Shareholder Services P.O. Box 9662 Providence, RI 02940-9662 ATTN: Listbill Department Once completed, mail this form(s) together with a check made payable to: Primerica Shareholder ServicesHow to Contact Us By Mail. Primerica Shareholder Services P.O. Box 534473 Pittsburgh, PA 15253-4473. By Phone. To speak with a Client Service Representative, please dial 1-800-544-5445. eContributions Enrollment. If you need help with the eContributions Enrollment process, please contact our Client Service Representative at 1-800-544-5445. DTC Member Directories. Read how DTCC puts resilience at center of business planning. This section provides the listings of participants alphabetically by name and number for The Depository Trust Company (DTC). Use of most services provided by the regulated DTCC subsidiaries generally require membership in that subsidiary.Combined total of Primerica's life insurance companies: Primerica Life Insurance Company (Executive Offices: Duluth, GA), National Benefit Life Insurance Company (Home Office: Long Island City, NY), and Primerica Life Insurance Company of Canada (Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, Phone: 905-812-2900). …Primerica Shareholder Services P.O. Box 9662 Providence, RI 02940-9662 back to top Can I maintain my account online? Yes. You may: Update your address and/or telephone number Update your investment objective Update telephone transaction options (enable or disable) Change dividend and capital gains elections (Not allowed on some account types)How to Contact Us By Mail. Primerica Shareholder Services P.O. Box 534473 Pittsburgh, PA 15253-4473. By Phone. To speak with a Client Service Representative, please dial 1-800-544-5445. eContributions Enrollment. If you need help with the eContributions Enrollment process, please contact our Client Service Representative at 1-800-544-5445.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 ...For more than 45 years, Primerica's licensed Representatives have educated families just like yours on simple financial concepts as part of our HOW MONEY WORKS™ approach. Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments ...This address has been provided by the U.S. Postal Service to the residence or business. 2 RESIDENTIAL / MAILING ADDRESS 3 CLIENT SIGNATURE Please send to: Primerica Shareholder Services / P.O. Box 534485 Pittsburgh, PA 15253 – 4485 | Fax: (833) 782-4119 www.shareholder.primerica.com or www.primerica.com 2 of 2All 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 ...We would like to show you a description here but the site won’t allow us.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 ...Use the following contact information to enroll or ask questions. ... (800) 544-5445. E-mail: Address: Primerica Shareholder Services PO Box 9662 Providence, RI 02940 ...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 ...In today’s digital age, having a strong and secure email address is essential. Whether you are signing up for online services, communicating with friends and family, or conducting business, your email address serves as a key point of contac...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 ... Manage your Primerica investments through Primerica Shareholder Services.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 ...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 ...We hope that you find your Primerica Shareholder Services 2022 Tax Guide to be a valuable resource in making your life a bit easier at tax reporting time. If you have specific questions regarding any information it contains, please contact our client service representatives at 1-800-544-5445 or consult with a tax advisor. Included in the Tax Guide:

Client Services: (800) 544-5445 Please send to: Regular Mail Overnight Mail Fax Services: (833) 748-3938 (acceptable only if an Original Signature Guarantee is not required) Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services Attention: 534485 500 Ross Street, 154-0520Our advisory services are limited to a managed account wrap fee program offered under the name Primerica Advisors. The program provides access to actively managed investment strategies created and maintained by various asset managers. Primerica Advisors evaluates and selects the asset managers for inclusion in the program.Primerica Shareholder Services Attention: 534485 500 Ross Street, 154-0520 Pittsburgh, PA 15262 Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 POL-29 V.1.23 | RVW.1.23 www.shareholder.primerica.com or www.primerica.com 1 of 1 Primerica Shareholder Services Secondary Contact Information Form INSTRUCTIONS: 1. Duluth, GA 30099 United States, Puerto Rico and Guam Contact Information Life Insurance - General Policy Information, Policy Changes or Cancellations Investments and Mutual Funds Annuity Products Managed Investments Recruiting Inquiries Independent Business Application Inquiries Loans Canada Contact Information

Primerica offers mutual funds and variable annuities to help families build a secure financial future. ... or an agreement to obtain transfer agent or other services from Primerica Shareholder Services (“PSS”), an affiliate of PFSI. While our representatives are free to sell funds from other fund families offered by the firm, the ...Primerica Shareholder Services, Attention: 534485 500 Ross Street, 154-0520, Pittsburgh, PA 15262. ... appropriate address or services listed for processing. POL-90 V.1.23 | RVW.1.23 www.shareholder.primerica.com or www.primerica.com 5 Wire / ACH Transfer - Bank Account Information…

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