CSF Redemption Protocol

Under $10,000 no need sig guarantee
Fax directly to Primerica Life
Photocopy of void cheque is ok.

CI Investments Online Address Change

https://www.ci.com/web-sec/address_form/client_form_e.jsp

Concert Breakdown

https://www.agf.com/t2scr/static/en/doc/Concert_Snapshot24878.pdf

AGF SMART Loan Fast Facts

AGF smart Loan Fast Facts

http://www.agfsmartloan.ca/static/en/doc/TRU363_-_AGF_SMART_Loan_Fast_Facts_EN42445.pdf

Process
http://www.agfsmartloan.ca/static/en/doc/TRU354_-_AGF_SMART_Loan_Process_Guide_EN41390.pdf

Sample FNA

SAMPLE FNA

https://pol1.primerica.com/home/helpcenter/pages/fna_can_eng.pdf

FNA input reference guide

FNA input reference guide

https://pol1.primerica.com/home/helpcenter/pages/fna_reference_guide.pdf

FNA Input Sheet

FNA Questionnaire
https://pol1.primerica.com/home/downloadcenter/pages/dc_fna_quest_can.pdf

Term life TurboApp Leave behind booklet

Primerica Term Life Leave behind booklet
https://pol1.primerica.com/product_support/protection/pages/zpla_108_r.pdf

CSF PAC Form

CSF PAC form 009
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_csf_009.pdf

PFSL 105 Subsequent Contribution Form

Subsequent Contribution Form

https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-105.pdf

PFSL 11 Sig Guarantee

Signature Guarantee
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-11.pdf

ParaMed Info

In Canada:

• Hooper Holmes (Portamedic)
  • English: 1-800-268-0788
  • French:  1-866-505-4774 Ext 240
• Quality Underwriting

Life Contacts

ASSET BUILDER CSF PEER ANALYSIS

PRIMERICA PEER GROUP ANALYSIS

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

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. 

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. 

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

PFSL 171 Know Your Client

Know Your Client
https://pol1.primerica.com/product_support/asset/pages/can_sec_forms_pfsl-171.pdf

PFSL Redemption Form

PFSL Redemption Request Form PFSL 4

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 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:

Primerica Life Insurance Company of Canada
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

Change Beneficiary

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

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 My Banking Information

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

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