UGMA / UTMA
(Gift to Minor)

The following documentation is required to redeem shares of an account registered in the name of the minor child managed by a custodian for the benefit of the minor:

  • Letter of instruction signed by the custodian, containing the following information:
    • Fund and Account Number
    • Amount to be Redeemed
    • Delivery Instructions
  • A Signature Guarantee is required if one or more of the following apply to the request:
    • If the redemption value exceeds $50,000
    • If the redemption is to be sent to an alternate payee or address
    • If the address of record has been changed within the past 30 days

A Medallion Signature Guarantee is preferred. If a non-Medallion Signature Guarantee is received, processing your request may be delayed. Medallion Signature Guarantees can be obtained from full services brokerage firms and most FDIC insured banks.

Additional Information:

Delivery Options - A listing of delivery methods available to Primerica Shareholder Service Clients and their corresponding fees.

How to Redeem - Redemption Methods, Guidelines, and Instructions.

 

 

 

 

 


www.primerica.com