Primerica
Shareholder Services Interactive Voice Response System
1-800-544-5445
Our toll-free
Primerica Shareholder Services Investor Line is available 24 hours
a day, 7 days a week, to give you up-to-date price, dividend, and
personal account information.
Before you call,
it is helpful to have handy your:
- Social Security
or Tax Identification Number
- Account Number(s)
- Fund Names*
and Numbers
* Use of fund
names is available with the speech recognition service only.
Main Menu
For your convenience, our interactive voice response system
offers both touch-tone and speech recognition services:
- Touch-tone
service allows you to access information by using your telephone
keypad.
- Speech recognition
service allows you to utilize spoken commands to verbally interact
with the system.
You may access
the touch-tone or speech recognition services from the main menu
by selecting one of the following options:
|
SPEECH RECOGNITION SERVICE
Speech
Recognition Menu
You may reach a specific topic by speaking any one of
the following commands from the main menu:
- Fund
Information - To hear fund price and performance information.
- Account
Inquiry - To hear your account balance, transaction
history, stop a bank draft or change your personal identification
number.
- Financial
Transactions - To process a redemption, purchase or
exchange.
- Statements
and Forms - To request a duplicate year-to-date statement,
consolidated tax form or checkbook.
- Shortcuts
- To hear the eight shortcuts available within speech recognition.
- Getting
Started
- To hear navigation tips, and mailing, wire or Internet
instructions.
- Transfer
- To speak to a Customer Service Representative.
Speech Shortcuts
From the main menu you may speak any one of the following
commands to access personal account, or price and performance
information:
| Redemption |
Exchange |
| Purchase |
Account
Balance |
| Prices |
Transaction
History |
| Main
Menu |
Getting
Started |
Additional
Speech Commands
In addition to the eight shortcuts, the following commands
may be used at any time:
- Skip
or Next - Advance to the next account or fund position
in a spoken list.
- Transfer
- To speak to a Customer Service Representative.
- Help
- Request assistance for the selected option.
Speech
Helpful Hints
- Speak
naturally, using your natural tone and speed.
- Cellular
or speaker phones may cause the system to misunderstand
a command.
- Limit
background noise. Excessive background noise may cause the
system to misunderstand a command.
|
TOUCH-TONE SERVICE
Touch-tone
Menu
The menu outlined below will assist you in directing your
call using the touch-tone service. Using your touch-tone keypad,
press:
1
- To hear portfolio, account, and fund position values.
2
- To process a financial transaction or stop a bank draft.
3
- For a listing of the most recent financial transactions
associated with your account.
4 - To hear fund price and performance information.
5
- To request a duplicate year-to-date statement.
6
- To hear navigation tips, and contact information.
7
- To change your personal identification number.
0
- To transfer to a Customer Service Representative.
|
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