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www.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 …Log in to your account. ... UsernameEligible 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: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 and postage! ... PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; ...Symbol Description Asset Class Price Date Price (NAV) Price Change; FKDNX: Franklin Dynatech Class A: Large Cap Equity & Aggressive Bond Funds: 10/10/2023Franklin LifeSmart 2035RetirementTargetA. Large Cap Equity & Aggressive Bond Funds. 09/01/2023. $12.73. +$0.02. More Fund Prices... *Click a fund symbol for that fund's distribution history; click a price change to view that fund's price history.Primerica Shareholder Services P.O. Box 534473 Pittsburgh, PA 15253 – 4473 Primerica Shareholder Services Attention: 534473 500 Ross Street, 154-0520 Pittsburgh, PA 15262 Regular Mail Overnight MailPrimerica is a financial services company serving the middle-income market in the U.S., Canada, Puerto Rico and Guam. In 1977, we pioneered the Buy Term and Invest the Difference philosophy which solves two of the biggest financial needs nearly every family faces income protection with term life insurance and saving for the future with a …From Date: To Date: You can request up to a year's worth of historical NAV's for a given fund. If you don't know the Fund Symbol in question you can locate it using the Fund Prices page and then click on the Price Change link of the desired fund. Define the date range by either selecting a pre-defined Time Period or define your own From: and To: dates in MM/DD/YYYY format.It 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 ... 1-800-544-5445. If you have questions about new or existing account information, please contact the appropriate mutual fund company"s customer service center for assistance. Price, dividend and personal account information. Can be obtained 24 hours a day, 7 days a week, through our automated telephone system or on our website, shareholder ...Term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY in New York State; Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions; and Primerica Life Insurance Company of Canada (Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3 ...From Date: To Date: You can request up to a year's worth of historical NAV's for a given fund. If you don't know the Fund Symbol in question you can locate it using the Fund Prices page and then click on the Price Change link of the desired fund. Define the date range by either selecting a pre-defined Time Period or define your own From: and To: dates in MM/DD/YYYY format.Symbol Description Asset Class Price Date Price (NAV) Price Change; FKUTX: Franklin Utilities Fund Class A1: Sector & International Equity Funds: 10/09/2023

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.Symbol Description Asset Class Price Date Price (NAV) Price Change; OPIGX: Invesco Core Bond A: Income: 10/02/2023: $5.38-$0.04: OPMCX: Invesco Main Street Mid Cap CSymbol Description Asset Class Price Date Price (NAV) Price Change; CHTCX: Invesco Charter Fund - Class C: Large Cap Equity & Aggressive Bond Funds: 10/03/2023In 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 ...www.shareholder.primerica.com or www.primerica.com Fax Service – If your request does not require a signature guarantee or additional documentation, you may fax this request to 833-748-4712 for processing. You may automatically sell shares from your account on a regular basis. You may designate either a set dollar amount or a set number of ...

Financial Supplemental as Adjusted for ASU 2018-12 Q4 2022 . XLS . 10-K FilingSymbol Fund Name YTD 1 Yr 3 Yr 5 Yr 10 Yr Inception Inception Date Expense Ratio; SBNYX: WA New York Municipals Fd Cl A-4.82-1.34-3.77-0.47: 1.36: 4.52: 01/16/1987…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Symbol: If you don't know the Fund Symbol . Possible cause: Primerica Shareholder Services provides exceptional customer support to PFS I.