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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:

  1. Sign on to Primerica Shareholder Services (see link below).
  2. 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
  3. Click on the "Account Options" link on the left of the Account Holdings screen.
  4. Click the "View and Maintain Dividend and Capital Gain Options" button.
  5. Click the fund symbol for which you would like to change your Dividend/Capital Gain options.
  6. Select the desired option from the "Dividends will be:" drop-down list.
  7. Select the desired option from the "Capital Gains will be:" drop-down list.
  8. To save your modified selections, click the "Update Position" button.

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If you have any questions or concerns please view our additional online help or contact:

  • Client Service Representatives at (800) 544-5445.
    Monday through Friday 8:00 AM until 8:00 PM Eastern time.