How
to Make Additional Investments with Primerica
Primerica Shareholder
Services gives you several options for making additional investments
into your account.
Pre-Authorized
Checking (PAC)
You can make regular investments without having to
mail a check each month by authorizing us to draft your bank account.
Investments must be $25.00 or more per fund, and can be made on any day of
the month. For information on how to establish a PAC, contact one
of our Customer Service Representatives.
You may increase
your investment purchases systematically through the Automatic PAC
Increase Plan. This plan allows you to take greater advantage of
systematic investing by automatically increasing your bank draft
quarterly, semi-annually or annually by a specific percentage or
dollar amount without having to contact us.
PSS will charge a returned purchase fee of up to $50 to the shareholders PSS acount for each regularly scheduled PAC returned by the shareholder's bank.
Electronic
Investments
You may also make additional single investments directly
from your bank account* using our electronic feature. Electronic
investments receive the next calculated price per share once the
funds have been received by Shareholder Services. Simply call one
of our Customer Service Representatives at 1-800-544-5445 or log on to Your Investment Portfolio to initiate an electronic investment.
Additional
Investments
You may mail in additional investments to your account
at any time using the following methods:
- Submitting
a personal check with the NASDAQ symbol and 9-digit account number
written on the check.
- Submitting
a personal check with a completed Invest-By-Mail form for the
desired fund account.
Personal checks
should be made payable to Primerica Shareholder Services. Checks
that are to be divided among multiple funds or accounts must have
specific instructions regarding their allocation.
Please mail your investment to: Primerica shareholder services
P.O. Box 9662
Providence, RI 02940-9662
* Bank account
must be on record with Primerica Shareholder Services. |
