Primerica

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 per fund, 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.

PSS will charge a returned purchase fee of up to $30 to the shareholder’s PSS account for each regularly scheduled PAC returned by the shareholder’s bank.

• 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 log on to www.shareholder.primerica. com to initiate an electronic investment.

• Additional Investments

You may mail in additional investments** to your account at any time using the following methods:

• Submitting an investment check with the NASDAQ symbol and 9-digit account number written on the check.
• Submitting an investment check with a completed Invest-By-Mail form for the desired fund account.

Investment checks must 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. Please mail your investment to the address on page 3.

* Bank account must be on record with Primerica Shareholder Services.
** Class B funds have individual purchase and Rights of Accumulation maximums; please contact your representative for additional information.

• Fund Mergers

The board of directors of a fund may decide to merge a fund into another fund (in the same fund family) with the same investment objective into another fund (in the same fund family). If you submit an additional investment for a fund that has merged to another fund, Primerica Shareholder Services (PSS) may make your investment in the new merged fund. Your investments may continue to be invested in the new merged fund unless you notify PSS otherwise.

• Additional Investments for Retirement Plans

When investing in a retirement plan account, it is important to be familiar with the allowable contribution limits (imposed by IRS rules and guidelines) for a given tax year. Making excess contributions to your retirement plan account may result in additional tax penalties being charged to you if not removed according to IRS rules. You should promptly remove any excess contributions made to avoid the excess tax penalties.

Third-party checks, money orders and starter checks are not acceptable forms of purchase instruments for investment into mutual funds. Primerica Shareholder Services will not accept third-party checks, money orders or starter checks as a payment type for your investment.