Last updated on Mar 28, 2026
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What is request for change of
The Request for Change of Registered Representative is a business form used by clients of PFS Investments, Inc. to change their Primerica Financial Services Registered Representative.
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Request for change of is needed by:
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Account owners of PFS Investments, Inc.
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Primary Registered Representatives requesting changes
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Joint owners on investment accounts
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Financial advisors managing client accounts
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Clients engaged with Primerica Shareholder Services
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Individuals needing to update account information
Comprehensive Guide to request for change of
What is the Request for Change of Registered Representative?
The Request for Change of Registered Representative form is essential for clients of PFS Investments, Inc., allowing them to designate a new financial services representative for their accounts. This form plays a key role in maintaining accurate client representation and facilitating investment management. To complete this form, the signatures of the Account Owner, Primary Registered Representative, and Joint Owner are required, ensuring that all parties are in agreement with the changes made.
Purpose and Benefits of the Request for Change of Registered Representative
Completing the Request for Change of Registered Representative is crucial for enabling a smooth transition of investment accounts. By using this form, clients can:
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Transfer their investment accounts seamlessly.
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Ensure ongoing representation by an authorized financial services representative.
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Maintain control over their investment decisions.
Who Needs the Request for Change of Registered Representative?
This form is specifically designed for clients of PFS Investments who need to update their representative. It is applicable to:
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Account Owners looking to change their financial services representation.
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Joint Owners involved in the decision-making process for an account.
How to Access and Download the Request for Change of Registered Representative Form
To obtain the Request for Change of Registered Representative form, users can follow these steps:
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Visit the PFS Investments website.
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Navigate to the forms section to locate the specific form.
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Download the PDF version directly from the website.
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Alternatively, contact customer service for assistance in accessing the form.
Utilizing pdfFiller will simplify the process of filling out the form online.
How to Fill Out the Request for Change of Registered Representative Online — Step-by-Step
Filling out the form accurately is vital for processing your request. Here are the necessary steps:
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Provide the owner's name and social security number in the designated fields.
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Clearly fill in the joint owner's information if applicable.
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Ensure the form is signed correctly by all required parties.
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Double-check all entries for accuracy before submitting.
Common Errors and How to Avoid Them
Avoiding mistakes while filing the Request for Change of Registered Representative can streamline your submission process. Common errors include:
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Missing signatures, which can lead to delays.
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Incorrect social security numbers that could prompt rejection.
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Failure to provide complete contact information.
It is crucial to double-check the form for completeness and accuracy before submission.
Submission Methods and Delivery for the Request for Change of Registered Representative Form
After completing the form, clients can submit it through different methods. Here are the options available:
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Mail the completed form to Primerica Shareholder Services.
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Fax the form according to the guidelines provided on their website.
Once submitted, clients can expect updates on the processing phase.
What Happens After You Submit the Request for Change of Registered Representative?
After submission, clients should be aware of the next steps:
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Processing times may vary, and clients can track their application status online.
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Confirmation or requests for additional information may be sent following submission.
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If a request is denied, clear guidelines for revisions will be provided.
Security and Compliance When Using the Request for Change of Registered Representative Form
Clients can trust that their data is secure when using the Request for Change of Registered Representative form. Key security measures include:
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Data encryption to keep information confidential.
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Compliance with regulations to protect user information.
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pdfFiller's platform offers robust safeguards for handling sensitive documents.
Leverage pdfFiller to Streamline Your Request for Change of Registered Representative Process
Using pdfFiller can significantly enhance your experience in completing the Request for Change of Registered Representative form. The platform provides:
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Online editing capabilities to ensure accuracy.
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Easy fillable forms tailored for user convenience.
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Secure document management, including eSigning features for quick processing.
How to fill out the request for change of
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1.Start by accessing pdfFiller and search for the 'Request for Change of Registered Representative' form.
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2.Once located, open the form using the online editor provided by pdfFiller.
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3.Gather your necessary information, including your fund name, account number, and the full names and social security numbers of all account owners.
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4.Navigate through the form’s fields to fill in your information accurately, such as the owner's details, address, and telephone number.
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5.Make sure to complete each required field, marked with an asterisk, to ensure the form is valid.
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6.After entering all details, review the form carefully for any errors or missing information.
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7.Have the account owner and primary registered representative sign the form electronically using pdfFiller’s signature tool.
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8.Use the 'Save' option to store your filled form or 'Download' to get a copy for your records.
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9.To submit the form, choose the 'Submit' option through pdfFiller, which allows you to fax or email it directly to Primerica Shareholder Services in Providence, RI.
Who is eligible to use the Request for Change of Registered Representative form?
This form is intended for clients of PFS Investments, Inc., including account owners, primary registered representatives, and joint owners seeking to change their registered representative.
What information do I need to complete the form?
You will need the account owner’s name, social security number, date of birth, joint owner's information, account number, and contact details to fill out the form accurately.
How do I submit the completed form?
The completed form can be mailed or faxed to Primerica Shareholder Services in Providence, RI. Ensure that all required signatures are included before submission.
What common mistakes should I avoid when filling out this form?
Ensure that all fields are correctly filled out and signed where required. Common mistakes include omitting signatures, incorrect social security numbers, and failing to provide necessary account information.
How long does processing take once I submit the form?
Processing times can vary, but typically you can expect a response within a few business days after the form is received by Primerica Shareholder Services.
Is notarization required for this form?
No, the Request for Change of Registered Representative does not require notarization, but signatures from the account owner and primary registered representative are mandatory.
Can I make changes to the form after submitting it?
Once submitted, modifications cannot be made, and a new form would need to be completed if changes are required. Be sure all information is accurate before submission.
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