Primerica Shareholder Services fax number

Fax destination details

Department

Shareholder Services

Purpose

Fax submissions of Primerica Shareholder Services forms (e.g., Exchange Form, Cross Fund Sell / Purchase Form, Recharacterization, Beneficiary Claim) for fund exchanges, transfers, and other shareholder requests.

Form

Exchange Form — Exchange Form

Address

500 Ross Street, Pittsburgh, PA 15262; P.O. Box 534485, Pittsburgh, PA 15253-4485

Voice phone

(800) 544-5445

Website

Visit organization website

Before you send

• Confirm that this exact department handles your document or request.
• Check the organization website or call its main line for the current fax number.
• Include a cover sheet and any case, member, claim, or form reference required.
• Keep the delivery confirmation with your submission records.

Complete the attached Exchange Form, sign the form, and fax to 833-748-3938. Include your name and account number. If your request does not require an Original Signature Guarantee, you may fax the form. Mail or overnight mail to Primerica Shareholder Services, P.O. Box 534485, Pittsburgh, PA 15253-4485; Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262.

Official form instructions are published as a downloadable file on the organization's website.