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How to Change Dividend/Capital Gain Options Online
To view and/or change your Dividend/Capital Gain Options online, please complete the following steps:
- Sign on to Primerica Shareholder Services (see link below).
- If you have multiple accounts, click on the desired account number from your Account List; if you have a single registration skip to the next step
- Click on the "Account Options" link on the left of the Account Holdings screen.
- Click the "View and Maintain Dividend and Capital Gain Options" button.
- Click the fund symbol for which you would like to change your Dividend/Capital Gain options.
- Select the desired option from the "Dividends will be:" drop-down list.
- Select the desired option from the "Capital Gains will be:" drop-down list.
- To save your modified selections, click the "Update Position" button.
Ready to start?
If you have any questions or concerns please view our additional online help or contact:
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Client Service Representatives at (800) 544-5445.
Monday through Friday 8:00 AM until 8:00 PM Eastern time.
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