In order to view your account transcript you must first log into your account. For specific instructions, please click the Learn How or Open Form buttons.

You may use this form if you wish to make a change to your current cost basis method for your PSS Retail Brokerage Mutual Fund or Managed Account to another cost basis method. Prior to making an election to change your cost basis method, you should consult with your tax adviser for consequences you may incur in making an election change.

You may use this form to change the Dividend and/or Capital Gain Options on your account.

You may use this form to establish the check writing privilege at the time you open your New Account in a Money Fund position with the fund families Invesco, Legg Mason, Amundi Pioneer, or Franklin Templeton or if you wish to add the privilege or change the check writing privilege to an already established Money Fund position in a fund family listed above.

You may use this form to have this year’s tax refund sent directly to your Primerica account. If the account is an IRA please note the refund must be in your IRA no later than April 15th to be applied as a prior year contribution.

You may use this form to change the e-notification and/or e-delivery on your Primerica Shareholder Services accounts only.

This form is to be used to provide instructions to Primerica Shareholder Services regarding the linking of accounts for printing and display on a single consolidated quarterly statement.

You may use this form to add the Letter of Intent Option to your current Invesco, Franklin Templeton, Pioneer or American Century Fund account with Primerica Shareholder Services (PSS).

A Letter of Intent helps you take advantage of breakpoints in Class A sales charges. You may purchase Class A shares of Legg Mason Mutual Funds over a 13-month period and pay the same sales charge, if any, as if all shares had been purchased at once.

Use this form to verify that the Power of Attorney document for the account owner is still valid. Note: A current copy of the Power of Attorney should be included with this document.

You may use this form to notify PFS Investments of your permanent residential address.

You may use this form to authorization telephone and/or internet transactions for your Primerica Shareholder Services account.

The trustee of a trust may complete and send this form with a copy of trust documents to certify that the copy is a true and accurate copy of the original in full force and effect.

You may use this form to process a one time exchange, or to exchange shares or dollars from one fund, for shares in another fund within the same class of shares and fund family.

You may use this form if you wish to automatically exchange shares from one fund for shares in another fund within the same class of shares and fund family, on a regular basis.

An Affidavit of Domicile is a sworn statement by an administrator/executor that designates the place of domicile of a decedent. This document is required when the shareholder(s) is/are deceased (for certain account registration types) and the proceeds are being distributed to the legal representative(s) or certain beneficiary(ies).

This form may be used when submitting a request to redeem assets from an account registered as a Corporation or Business.

You may use this form for all known Transfer on Death accounts to affirm there are no know disputes as to the person(s) entitled to a distribution under the non-probate transfer of the amounts to be distributed to each person(s) and no claims that would affect the distribution requested.

You may use this form to establish a Systematic Withdrawal Plan Distribution on a retirement plan account.

You may use this form to request a voluntary redemption.

You may use this form to transfer assets from your IRA account with Primerica Shareholder Services (PSS) to establish and fund a non-retirement account.

You may use this form to change the name on your account to a new legal name.

You may use this form to liquidate assets from your non-qualified account to another non-qualified account or another type of non-qualified account, including Manaaged Accounts.

This form is used to establish a secondary contact on an existing account. If we are unable to reach you or if we have a reasonable concern about your well-being, this form authorizes us to contact the person(s) listed to confirm your current contact information, your health or mental status, and/or the identity of a legal fiduciary. This form DOES NOT allow the person(s) named to execute transactions within the account. This form only grants the Secondary Contact person authorization to obtain account registration information and current account balance.

You may use this form to transfer assets from your non- retirement account with Primerica Shareholder Services (PSS) to establish and/or fund another non-retirement account.

You may use this form to transfer assets from your non- retirement account with Primerica Shareholder Services (PSS) to establish and fund your Retirement (Traditional IRA, Roth IRA or Coverdell ESA) Plan Account.

You may use this form if you have an existing Transfer on Death account with Primerica Shareholder Services and would like to change the beneficiary designations for that account.

You may use this form if reside in a community property state and you have an existing Transfer on Death account with Primerica Shareholder Services and would like to change the beneficiary designations for that account.

This form must be used by those shareholders who reside in a community property state and wish to add Transfer On Death Registration to an existing account.

This form must be used to register an existing Primerica Shareholder Services account as Transfer on Death.

You may use this form to designate additional beneficiaries for forms POL-27 TOD and POL-27 COM.

You may use this form to request an 403(b) Distribution and provide the reason for distribution.

You may use this form to request a loan from your 403(b) account.

You may use this form to rollover assets from your 403(b)(7) account (currently with Primerica Shareholder Services) to a new or existing Traditional or Roth IRA.

This form may be used to request a 72t Systematic Withdrawal Plan Aggreement be Busted.

You may use this form, if you are eligible, to provide self-certification as a taxpayer claiming eligibility under current IRS guidelines for a waiver of the requirement for a 60 day rollover into a retirement plan or IRA.

You may use this form to request an IRA Distribution and provide the reason for distribution.

You may use this form if (1) you are recharacterizing a current year regular contribution(s), plus earnings, from a Traditional IRA to a Roth IRA, or from a Roth IRA to a Traditional IRA; (2) you may also use this form to recharacterize a prior year regular contribution, plus earnings, if requested by the tax filing deadline (including extensions) for the taxable year for which the contribution was made to the FIRST IRA; or (3) you are recharacterizing a conversion previously made to a Roth IRA from a Traditional IRA by transferring the converted amount (plus earnings) back to the type of IRA (including SEP IRAs, SARSEP IRAs, and SIMPLE IRAs) the money was converted from.

You may use this form to remove an excess contribution that has been made to one of the following account types: Traditional IRA, Roth IRA, Coverdell ESA.

You may use this form to add or change the beneficiary designation on your Retirement Plan Account only.

You may use this form to convert assets from an existing Primerica Shareholder Services (PSS) Traditional IRA or SEP IRA to a PSS Roth IRA.

You may use this form to Transfer or Rollover assets from an account with another Custodian into your existing Primerica Shareholder Services (PSS) Account.

This pamphlet contains information regarding your Invesco mutual funds and may be useful in preparing your Federal, State, and Local tax returns.

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Request for Taxpayer Identification Number and Certification

This pamphlet contains information regarding your Legg Mason Mutual Funds and may be useful in preparing your Federal, State, and Local tax returns.