How to Make Additional Investments

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, 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.

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 initiate an electronic investment online at the login page of this website.

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. If you would like to submit written redemption or exchange requests, additional investments to existing accounts, or general correspondence, please send these items to:

Primerica Shareholder Services
P.O. Box 9662
Providence, RI 02940-9662

If you would like to send items via overnight delivery, please send them to:

Primerica Shareholder Services
100 Freight Street
Commerce Park
Pawtucket, RI 02860-2348

* Bank account must be on record with Primerica Shareholder Services.

 

 

 


www.primerica.com