Form TA-1 Filer Information UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM TA-1/A OMB APPROVAL FORM TA-1/A OMB Number: 3235-0084 Estimated average burden hours per response: 1.5 TA-1/A : Filer Information Form Version X0405 1(a). Filer CIK: 1(b). Filer CCC: 1(c). Is this a LIVE or TEST submission? Live Test 1(d). Would you like a Return Copy? Yes Submission Contact Information The registrant may provide a single e-mail address for contact purposes. 1(f)(i). Contact Name: 1(f)(ii). Contact Phone Number: 1(f)(iii). Contact E-Mail Address: Notification Information The registrant may provide additional e-mail addresses for those persons the filer would like to receive notification e-mails regarding the filing. 1(g). Notification E-mail Address: TA-1/A : Registrant Information Appropriate regulatory agency (check one): Securities and Exchange Commission Federal Deposit Insurance Corporation Comptroller of the Currency 3(a). Full Name of Registrant: PRIMERICA SHAREHOLDER SERVICES, INC. 3(a)(i). Previous name, if being amended: PRIMERICA SHAREHOLDER SERVICES /TA 3(b). Financial Industry Number (FINS) number: 3(c). Address of principal office where transfer agent activities are, or will be, performed: 3(c)(i). Address 1 1 Primerica Parkway 3(c)(ii). Address 2 3(c)(iii). City Duluth 3(c)(iv). State or Country GEORGIA 3(c)(v). Postal Code 3(d). Is Mailing address different from response to Question 3c? If "yes" provide address(es): Yes No 3(e). Telephone Number (Include Area Code) Does Registrant conduct, or will it conduct, transfer agent activities at any location other than that given in Questions 3(c) above? If "Yes" provide address (es): Yes No Does registrant act, or will it act, as a transfer agent solely for its own securities, and/or securities of an affiliate(s)? Yes No Has registrant, as a named transfer agent, engaged, or will it engage, a service company to perform any transfer agent functions? Yes No Has registrant been engaged, or will it be engaged as a service company by a named transfer agent to perform transfer agent functions? Yes No If "Yes" provide the name(s) and File Number(s) of the named transfer agent(s) for which the registrant has been engaged, or will be engaged, as a service company to perform transfer agent functions: Engaged transfer agent company information Related to item 7 Record: 17(a). Name Pioneer Investment Management Shareholder Services 7(b). File Number 084-01359 7(c)(i). Address 1 60 State Street 7(c)(ii). Address 2 7(c)(iii). City Boston 7(c)(iv). State or Country MASSACHUSETTS 7(c)(v). Postal Code Engaged transfer agent company information Related to item 7 Record: 27(a). Name American Century Services, LLC 7(b). File Number 084-01406 7(c)(i). Address 1 4500 Main Street 7(c)(ii). Address 2 7(c)(iii). City Kansas City 7(c)(iv). State or Country MISSOURI 7(c)(v). Postal Code Engaged transfer agent company information Related to item 7 Record: 37(a). Name Invesco Investment Services Inc 7(b). File Number 084-05432 7(c)(i). Address 1 Greenway Plaza Ste. 100 7(c)(ii). Address 2 7(c)(iii). City Houston 7(c)(iv). State or Country TEXAS 7(c)(v). Postal Code Engaged transfer agent company information Related to item 7 Record: 47(a). Name Franklin Templeton Investor Services, LLC 7(b). File Number 084-01036 7(c)(i). Address 1 3344 Quality Drive 7(c)(ii). Address 2 7(c)(iii). City Rancho Cordova 7(c)(iv). State or Country CALIFORNIA 7(c)(v). Postal Code Engaged transfer agent company information Related to item 7 Record: 57(a). Name Fidelity Investments Institutional Operations Company LLC 7(b). File Number 084-01839 7(c)(i). Address 1 245 Summer Street 7(c)(ii). Address 2 7(c)(iii). City Boston 7(c)(iv). State or Country MASSACHUSETTS 7(c)(v). Postal Code Engaged transfer agent company information Related to item 7 Record: 67(a). Name SS&C GIDS, Inc. 7(b). File Number 084-00448 7(c)(i). Address 1 1055 Broadway 7(c)(ii). Address 2 7th Floor 7(c)(iii).