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Understanding
Your Primerica Confirmation Statement
A Confirmation
Statement will be generated and mailed to your address of record
whenever transactions occur that change the share balance of your
account.* The following information can be found on your Confirmation
Statement.
Your Account
Number
This is the 9-digit number that is specifically assigned
to the account
bearing this registration.
Your Fund’s
NASDAQ Symbol
Each mutual fund is assigned a unique symbol by NASDAQ
(National Association of Securities Dealers Automated Quotation
System). When submitting subsequent investments, written redemption
requests, or maintenance requests, please include the NASDAQ symbol
for your fund along with your 9 digit account number.
Your Fund
Number
Each fund you have invested in is assigned a specific
5-digit fund number. The fund number is divided into two parts:
- Fund Family
– The first two digits represent the mutual fund family.
- The last
three digits represent the fund you have invested in.
The fund number
can be used to access fund prices and dividend information through
our Interactive Voice Response System.
Account and
Transaction Details
Here you will find the transaction(s) that generated
the Confirmation Statement along with your share balance and account
balance.
The Invest-By-Mail
Form
The Invest-By-Mail form is used to submit subsequent
investments for your account. Simply complete the form and return
it with your personal check.
Address Changes
and Tax ID Number Corrections
The reverse side of the Invest By Mail form also
provides an area where you can notify Primerica Shareholder Services
of any address changes or corrections to your Tax ID Number.
*
Regularly occurring transactions such as preauthorized check drafts,
dividend or capital gain reinvestments, share conversions, and systematic
withdrawals or exchanges will be confirmed on quarterly statements
rather than confirmation statements.
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