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Other Account Management Services • Reduced Sales Charge Shareholders may take advantage of the following options in order to reduce sales charges: Rights Of Accumulation (ROA) - By linking your account with those of other members of your household, you may qualify for a reduction in sales charges based on your combined account value within each fund family. Please refer to your fund's prospectus for details regarding eligibility and reduced sales charges. Letter Of Intent (LOI) - An LOI entitles you to a lower sales charge by agreeing to submit a certain dollar amount of investment purchases within a 13-month period. Please refer to your fund's prospectus for details regarding reduced sales charges. Reduced sales charge programs apply to fund positions within the same fund family only. Please refer to your fund's prospectus for details. The fund company designates the person(s) eligible to be linked for Rights of Accumulation or Letter of Intent. Please refer to your fund's prospectus for persons eligible to be linked for Rights of Accumulation or Letter of Intent. • Dividends and Capital Gains Distribution Options You may increase the number of shares you own in your account by automatically reinvesting your dividends and capital gains distributions at the net asset value without paying a sales charge. If you have a non-retirement account, you may elect to have your dividends and capital gains distributions paid in cash or reinvested into another account within the same share class and fund family. • Certificated Shares Primerica Shareholder Services does not offer mutual fund shares in certificated form. If circumstances require you to receive shares in certificated form, please contact your Primerica Representative for available options. • Unclaimed Property Unclaimed Property Notice - Your state may require that the shares in your account be transferred (escheated) to the appropriate state authority if no activity occurs in your account within the time period specified by state law. Primerica Shareholder Services will provide written notice to the address of record for your account prior to any such transfer taking place. |
