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Your Consolidated Quarterly
Statement - An Overview
• When Will You Receive a Quarterly Statement?
If you have more than one fund and you have activity
on your account, you will receive a consolidated statement at the
end of each calendar quarter. *
• Information Found on the Quarterly Statement
Your statement will contain the following sections:
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Registered Owner Information
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Portfolio Summary – A summary of the quarterly activity within your portfolio
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Portfolio Allocation – A pie chart displaying how your assets are allocated by fund objective
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Summary of Accounts – An account specific summary of the quarterly activity within your portfolio
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Retirement Account Summary – A summary of the retirement investments made into your account.
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Transaction Detail – A detailed listing of every transaction that appeared in your account(s) for the current quarter
• Accounts Found on the Quarterly Statement
If you receive multiple statements and wish to consolidate
your accounts onto one statement, please contact one of our Customer
Service Representatives for assistance. Specific rules may apply
regarding consolidation of accounts.
• Electronic Delivery of Quarterly Statements
You can now signup for Primerica's paperless option and have your investment account statements delivered online instead of by mail.
If your account is part of a consolidated household statement then the primary owner of the lead account of that
household controls the method of delivery and will be notified by e-mail when an electronic statement is available for viewing.
Alternate owners may still elect to view available statements online but do not control delivery method.
If you enroll in e-delivery you can:
- View your Primerica statements online anytime - we'll retain them for at least seven years.
- Print it out only when and if you need it - doing your part to reduce paper usage.
- Avoid lost or stolen statements when sent through standard mail.
- We'll send you an e-mail whenever your statement is ready for you to view.
Once you log on you can sign up for electronic delivery of statements by clicking the User Options link under User Profile, entering and
confirming your e-mail address, clicking on electronic delivery option (this requires that you read and accept the
Electronic Delivery Agreement presented) and then submit and confirm your new elections. Once confirmed you should receive
an email titled "Primerica Electronic Statements: Complete Enrollment" which will include a link that you must
click or copy/paste to your browser window to confirm your electronic election.
Going forward we will notify you via e-mail that a new statement is available for online viewing.
*Regularly occurring transactions such as pre-authorized check drafts, dividend
or capital gain reinvestments, share conversions, and systematic
withdrawals or exchanges will be confirmed on quarterly statements
rather than confirmation statements even for shareholders with one
fund.
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