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Primarily Shareholder Services INSTRUCTIONS: 1. Complete the attached 403B DISTRIBUTION Form2. Sign the form3. Mail the completed, signed form to:403B DISTRIBUTION FORM Please send to: Regular Mail
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How to fill out primerica shareholder beneficiary change

01
To fill out the Primerica shareholder beneficiary change form, follow these steps:
02
Obtain the beneficiary change form from Primerica. This form may be available on their website or you can contact their customer service to request it.
03
Fill in your personal information accurately. This may include your name, address, social security number, and contact information.
04
Provide details about your current shares in Primerica. This may include the number of shares you hold and any relevant account information.
05
Indicate the changes you want to make regarding the beneficiary. Specify the new beneficiary information, including their name, relationship to you, and contact details.
06
Review the completed form and make sure all the information provided is accurate and up to date.
07
Sign and date the form.
08
Submit the completed form by mail or as directed by Primerica. It is recommended to keep a copy of the filled form for your records.

Who needs primerica shareholder beneficiary change?

01
Anyone who currently holds shares in Primerica and wishes to update or change their beneficiary information may need to fill out the Primerica shareholder beneficiary change form.
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Primerica shareholder beneficiary change is the process of updating or changing the designated beneficiary of a Primerica shareholder's assets or investments.
Any Primerica shareholder who wishes to update or change their designated beneficiary is required to file a primerica shareholder beneficiary change form.
To fill out a primerica shareholder beneficiary change form, the shareholder must provide their personal information, the information of the current beneficiary, and the information of the new beneficiary.
The purpose of primerica shareholder beneficiary change is to ensure that the shareholder's assets or investments are transferred to the desired beneficiary in the event of the shareholder's passing.
The primerica shareholder beneficiary change form must include the shareholder's personal information, the information of the current beneficiary, and the information of the new beneficiary.
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