Monday, February 28, 2011
Tuesday, February 8, 2011
Wednesday, February 2, 2011
Term life TurboApp Leave behind booklet
Primerica Term Life Leave behind booklet
https://pol1.primerica.com/product_support/protection/pages/zpla_108_r.pdf
https://pol1.primerica.com/product_support/protection/pages/zpla_108_r.pdf
ParaMed Info
In Canada:
- Hooper Holmes (Portamedic)
- English: 1-800-268-0788
- French: 1-866-505-4774 Ext 240
- Quality Underwriting
PFSL Approved Fund List
There are companies that you can no longer open new accounts bec Primerica doesn't do biz with them anymore. Eg: Renaisssance. Existing Clients can still be serviced and purchase but no new accounts can be serviced.
https://pol1.primerica.com/product_support/asset/pages/approved_fund_listing_english.pdf
https://pol1.primerica.com/product_support/asset/pages/approved_fund_listing_english.pdf
PFSL 124 Exchange Request
PFSL 124 Exchange Request
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-124.pdf
must accompany KYC form or confirm client risk tolerance is still the same as last time. Need it 99% of the time.
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-124.pdf
must accompany KYC form or confirm client risk tolerance is still the same as last time. Need it 99% of the time.
PFSL 172 Speculative Investor Acknowledgement form
Speculative Investor Acknowledgement form:
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-172_en.pdf
Sector Funds
Agg Funds
over 25% of portfolio requires this form.
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-172_en.pdf
Sector Funds
Agg Funds
over 25% of portfolio requires this form.
PFSL 106 Customer Service Form Name Chg Add Chg
Customer Service Form
Name Change
Address Change
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-106.pdf
Name Change
Address Change
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-106.pdf
PFSL Redemption Form
PFSL Redemption Request Form PFSL 4
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-4.pdf
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-4.pdf
Life Insurance: Change Address
Change of Address
To change your address, please download the Multi-Purpose Change form above and complete the following steps:
To change your address, please download the Multi-Purpose Change form above and complete the following steps:
- To change the address simply complete the Policy Owner Information section of this form and check the “new address” box.
- Mail or fax the Multi-Purpose Change Form to:
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request. For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
Life Insurance: Change Beneficiary Protocol
To Change Beneficiary, please download the Multi-Purpose Change form and complete the following steps:
Please complete the Policy Owner Information section for all change requests.
- Complete all portions of the Change Beneficiary section. If multiple beneficiaries are listed, please designate the amount of the benefit in percentages. Ensure the percentage equals 100%.
- If a group is named as beneficiary, you must name each individual of this group. If a minor (below the age of 18) is listed as a beneficiary, please appointment of a trustee as financial guardianship for the minor will be required before policy proceeds can be released.
- Be sure to also complete and sign the Authorization for Beneficiary Change section of the form.
- If there is an existing Irrevocable Beneficiary assigned to your policy, we need their signature to process the change request.
- Mail or fax the Multi-Purpose Change Form to:
Primerica Life Insurance Company of Canada
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request.
For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
Life Insurance: Change My Banking Information
- Please complete all sections of the Pre-Authorized Debit Agreement form.
- Please ensure you review the “Pre-Authorized Debit Terms and Conditions”.
- The form must be signed and dated by Bank Account Owner. This will give us authorization to draft the new account.
- Be sure to include a signed voided cheque or an authorization to honor transfers of funds from the account to be debited with your “Pre-Authorized Debit Agreement”.
- Remember to write the policy number (Example: 10 61111111) somewhere along the top portion of the voided cheque.
- Mail or fax the completed Pre-Authorized Debit Agreement, signed voided cheque or deposit slip to:
Primerica Life Insurance Company of Canada
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request.
For additional assistance or help with completing this form you may contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
For additional assistance or help with completing this form you may contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
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