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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.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 ...Contact Information. 3120 Breckinridge Blvd. Duluth, GA 30099-4900. Visit Website. (770) 381-1000. Average of 116 Customer Reviews. Read HQ Reviews Start a Review.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 2Client Services: (800) 544-5445 Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services 500 Ross Street, 154-0520 Pittsburgh, PA 15262 Please send to: Regular Mail Overnight Mail Fax Services:* (833) 782-4119 The Shareholder Account Manager is available 24 hours a day 7 days a week. Already a client? Access your mutual fund account by clicking on the Sign on to Primerica link to the right. Your Investment Portfolio Provides Access to Personal Account Information: View Your Account Balance. View Your Investment Allocation.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: (800) 544-5445 Primerica Shareholder Services P.O. Box 534485 Pittsburgh, PA 15253 – 4485 Primerica Shareholder Services 500 Ross Street, 154-0520 Pittsburgh, PA 15262 Please send to: Regular Mail Overnight Mail Fax Services:* (833) 782-4119In 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 ...How to Contact Primerica Shareholder Services 3 Primerica Shareholder Services Personal Investor Line 4 Interactive Voice Response Unit 5 Understanding Your Confirmations and Statements 6 Understanding Your Quarterly Statement 8 Tax Forms We Provide 9 Following Fund Prices 11 Our Website: www.shareholder.primerica.com 12Primerica Shareholder Services Personal Investor Line. 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 …Primerica Shareholder Services Primerica Shareholder Services P.O. Box 534473 Attention: 534473 Pittsburgh, PA 15253-4473 500 Ross Street 154-0520 Pittsburgh, PA 15262 Fax: 844-568-3809 Step 5: Once the completed POL-30 form is received and processed (this may take up to 10 ... generated and sent to the email address provided …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 ...For clients of a PFS Investments Inc. Registered Representative, write Primerica Shareholder Services at the following address: Primerica Shareholder Services. P.O. Box 9662. Providence, RI 02940-9662 . For all other investors, send your request to PFPC Inc. at the following address: Smith Barney Money Funds, Inc. Cash Portfolio, Class A …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.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.

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.Client Services: (800) 544-5445 Once completed, mail or fax the form and required documents to the appropriate address or services listed for processing. Fax Services (844) 568-3809 Primerica Shareholder Services P.O. Box 534473 Pittsburgh, PA 15253 – 4473 Primerica Shareholder Services Attention: 534473Primerica Shareholder Services Primerica Shareholder Services P.O. Box 534473 Attention: 534473 Pittsburgh, PA 15253-4473 500 Ross Street 154-0520 Pittsburgh, PA 15262 Fax: 844-568-3809 Step 5: Once the completed POL-30 form is received and processed (this may take up to 10 ... generated and sent to the email address provided …Manage your Primerica investments through Primerica Shareholder Services.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: 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 ...Federal Tax Identification Number: 061186249. Business Name: PRIMERICA SHAREHOLDER SERVICES, INC.. Address: DULUTH, GA…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. In either situation, PFSI customers would be able to a. Possible cause: contacting Primerica Shareholder Services at 1-800-544-5445. Customer Service Rep.