Web primerica shareholder services change of beneficiary designation (tod) form (this page retained by the customer) instructions: Primerica shareholder services po box 9662 providence, ri 02940. Web complete the attached ira owner deceased, estate beneficiary requests redemption/ transfer form. Web to name or change an irrevocable beneficiary, submit a separate irrevocable beneficiary form. Web please complete this form to register an existing primerica shareholder services account as transfer on death.
Mail the completed, signed form to: Primerica shareholder services po box 9662 providence, ri 02940 Please enable it to continue. Web the tod beneficiary may use the attached form to request a distribution/transfer of the deceased shareholder’s account assets (if there is more than one tod beneficiary listed on the account, each tod beneficiary must complete a form.
You must provide all the documentation (described in the attached cover letter) requested in order for primerica shareholder services to honor your request for a distribution. Principal beneficiary principal beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage. Mail the completed, signed form to:
Primerica Life Insurance Change of Beneficiary 20072024 Form Fill
Web you may use the attached form to request a distribution of the deceased shareholder’s ira account assets, or if you wish to transfer the assets to a new or existing account. This form cannot be used to move assets in a voluntary account or ugma/utma account with another custodian to primerica shareholder services. Forms contained here have been updated to reflect recent mailing address changes. Web click to print form change of beneficiary form (pdf) how is this used? Complete the attached change of beneficiary designation tod form for community property state.
You may use this form only with a transfer on death registration. / / primerica shareholder services date of birth: National benefit life insurance company attn:
National Benefit Life Insurance Company Attn:
Irrevocable beneficiaries’ rights cannot be canceled without their written consent. Primerica shareholder services po box 9662 providence, ri 02940. Mail or fax* the completed, signed form to: N complete section 11 if any beneficiary designations are to be changed.
Web You May Use The Attached Form To Request A Distribution Of The Deceased Shareholder’s Ira Account Assets, Or If You Wish To Transfer The Assets To A New Or Existing Account.
Primerica shareholder services po box 9662 providence, ri 02940. There is no higher rating in the insurance industry. Primerica shareholder services po box 9662 providence, ri 02940 If no beneficiary is named, all available proceeds will be paid to your estate.
Forms Contained Here Have Been Updated To Reflect Recent Mailing Address Changes.
This form cannot be used to move assets in a voluntary account or ugma/utma account with another custodian to primerica shareholder services. Certified copy of deceased shareholder’s death certificate (waived with medallion signature. Principal beneficiary principal beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage. Please enable it to continue.
Web Click To Print Form Change Of Beneficiary Form (Pdf) How Is This Used?
Or through their local pfsi. Complete the attached transfer on death registration request form. Mail the completed, signed form to: Change the beneficiary of your policy with this easy to use form.
Complete the attached beneficiary add / change form. Mail the completed, signed form to: Or through their local pfsi. Change the beneficiary of your policy with this easy to use form. Web skip to main content