Primerica IRA Online: A Step-by-Step Guide to Requesting a Distribution

Requesting an Individual Retirement Account (IRA) distribution online with Primerica is a straightforward process that can be completed in a few simple steps. Before you begin, ensure your 'Distribution Election' information is accurate and you have all the necessary details ready.

Step 1: Confirm Redemption

If your 'Distribution Election' information is correct, click on the 'Next>' button to proceed. If not, click 'Cancel' and submit your IRA distribution using the paper form available on this page. Once you've confirmed your information, complete any input fields or drop-down boxes presented to you.

Step 2: Review Distribution Elections

Carefully review the 'Distribution Elections' screen to ensure all details are accurate. This includes selecting the fund from which your redemption proceeds will be sent and indicating how much to redeem.

Step 3: Redeem Your IRA Online

Click on the 'Redeem' link on the left side of the Account Holdings screen. If you have multiple accounts, select the desired account number from your Account List before proceeding. Sign in to Primerica Shareholder Services to complete the redemption process online.

Additional Tips and Reminders

* Always review your information carefully to ensure accuracy before submitting your request.

* If you need assistance or have questions about the redemption process, contact Primerica Shareholder Services for support.

By following these simple steps, you can efficiently request an IRA distribution online with Primerica. Remember to always prioritize accuracy when providing your information and seek help if needed.

Primerica ira online