Other Primerica Account Management Services

Reduced Sales Charge
Shareholders may take advantage of the following programs in order to reduce sales charges:

  • Rights Of Accumulation (ROA) –By linking your account with those of other members of your household,you may qualify for a reduction in sales charges based on your combined account value within each fund family.Please refer to your prospectus for details regarding eligibility and discount percentages.
  • Letter Of Intent (LOI) – An LOI entitles you to a lower sales charge by agreeing to submit a certain dollar amount of investment purchases within a 13-month period.Please refer to your fund’s prospectus for details regarding discount percentages.

Reduced sales charge programs apply to fund positions within the same fund family only. Please refer to your fund’s prospectus for details.

Dividends and Capital Gains Distribution Options
You may increase the number of shares you own in your account by automatically reinvesting your dividends and capital gains distributions at the net asset value without paying a sales charge. If you have a non-retirement account, you may elect to have your dividends and capital gains distributions paid in cash or reinvested into another account within the same share class and fund family.

Certificated Shares
Primerica Shareholder Services does not offer mutual fund shares in certificated form. If circumstances require you to receive shares in certificated form, please contact your Primerica Representative for available options.

 
 

 

 

 

Understanding Your Primerica Confirmation Statement
Primerica Consolidated Quarterly Statement — An Overview | Following Primerica Fund Prices In Your Newspaper
How to Make Additional Investments With Primerica | How to Redeem Shares from Your Primerica Account
How to Exchange Shares Within Your Primerica Account
| Other Primerica Account Management Services
Tax Forms Primerica Provides | Our Website: www.primerica.com


 

 

Primerica
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