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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.Primerica Shareholder Services 4400 Computer Drive Westborough, MA 01581 On Line To access fund or account information via the Internet, go to www.shareholder.primerica.com. By Phone To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.Regular Mail Overnight Mail Primerica Shareholder Services P.O. Box 9662 Providence, RI 02940-9662 Client Services: (800) 544-5445 Primerica Shareholder Services 4400 Computer Drive Westborough, MA 01581 SECTION 1 - DISTRIBUTION AMOUNT- Please indicate the amount you wish to distribute from your account. You have three choices: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 2Address: City: State: Zip Code: Phone Number: Please send to: Regular Mail Fax Services: (508) 599-7729 Primerica Shareholder Services ... ATTN: Listbill Department Once completed, mail this form(s) together with a check made payable to: Primerica Shareholder Services ATTN: Listbill Department. Client Services: (800) 544-5445 …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 TOD Beneficiary may choose to transfer the assets to an existing account with Primerica Financial Services.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 Servicescontacting 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 AccountPrimerica 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 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 4400 Computer Drive Westborough, MA 01581 Online To access fund or account information via the Internet, go to www.shareholder.primerica.com, 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.Manage your Primerica investments through Primerica Shareholder Services.BNY Mellon Shareholder Services Attention: 534434 500 Ross Street, 154-0520 Pittsburgh, PA 15262. BNY Mellon Brokerage Account Customers: BNY Mellon Brokerage Services 144 Glenn Curtiss Blvd. 9th Floor Uniondale, NY 11556. For mailing address for new investments, see How to Invest with Us.Stay Connected with Easy Online Access MyPrimerica is designed to empower you to build a solid financial house and achieve your financial goals, while giving you the tools and help you need to succeed. Get to Know MyPrimerica View MyPrimerica Overview video Stay on track to achieve your financial goals.Client Services: Once completed, mail or fax the form to the address or fax services listed for processing. Overnight Mail Primerica Shareholder Services Attention: 534485 500 Ross St., 154-0520 Pittsburgh, PA 15262 Fax Services: Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253-4485 (800) 544-5445 (833) 782-4119 Primerica ...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, 154-0520In 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 ...How to Contact Primerica Shareholder Services Primerica Shareholder Services (“PSS”) ...Latest Primerica News and Updates Customer Service PFS Investment clients with American Century, Amundi US, Fidelity, Franklin Templeton, Invesco and Nuveen funds may check their accounts here.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. Our 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.

Investor Relations P. 470-564-6663 E. [email protected] E. [email protected] Media Susan Chana, SVP Public Relations & Social Media P. 404-229-8302 E. [email protected] Transfer Agent Computershare P.O. Box 43006 Providence, RI 02940-3006 United States P. 866-517-2488 http://www.computershare.com/investorOnline enrollment is based on information associated with your Primerica Shareholder Services account. If you need assistance, please contact one of our Client Service Representatives at (800) 544-5445. Client Service Representatives are available to serve you Monday through Friday 8:00 AM until 8:00 PM Eastern time.…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. For transactions, please use the appropriat. Possible cause: POL-82E - Changing Responsible Party on Coverdell ESA. POL-32E - Exchange Form..