If you have an account with Primerica good luck if you have to change your name (marriage, divorce,..). I HAD a Roth IRA with Primerica until they would not except my documentation for a name change.
They stated the legal document (marriage certificate in this case) could be a copy of the original but the certification must be visible on the document itself. I took a clear photo copy of my marriage certificate and filled out the form which included a signed notary seal. After sending the information to them the issue should have been resolved. BUT I then received another letter from them with the same request.
I called them and said I already sent it but they did not like that the state my marriage certificate is from does not have a gold seal. Instead my certificate has a stamped unique number. They had the nerve to ask me to send them my original marriage certificate but that I could put a note on it for them to return it to me when they are done. WHAT?
It is not like the original is suddenly going to produce a gold seal. It obviously looks like the photocopy just with a little color. Name changing is very common and I did not have trouble changing my name anywhere else. I refused to send them an original document that is of such importance so they can pass it around a office looking for a gold seal that does not exist.
Solution - rolled the money out, closed the account, and am going to reinvest with Vanguard.
Monetary Loss: $60.