(Gift to Minor)
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:
of instruction signed by the custodian, containing the following
and Account Number
to be Redeemed
- A Signature
Guarantee is required if one or more of the following apply
to the request:
the redemption value exceeds $50,000
the redemption is to be sent to an alternate payee or address
the address of record has been changed within the past 30
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.
Options - A listing of delivery methods available to Primerica
Shareholder Service Clients and their corresponding fees.
to Redeem - Redemption Methods, Guidelines, and Instructions.