Get Riversource Annuity Death Claim

Completing the Riversource Annuity Death Claim online can be straightforward if you follow the necessary steps and provide accurate information. This guide will walk you through the process, ensuring that you submit all required details accurately and efficiently.

Follow the steps to complete the claim form online.

1. Press the ‘Get Form’ button to access the Riversource Annuity Death Claim form and open it in your document management system.
2. In Part 1, enter the contract information, including the state of residence and the deceased’s full name along with the date of death.
3. Proceed to Part 2 for Beneficiary/Claimant Information. Each beneficiary must complete a separate section, selecting the appropriate type - whether individual, corporation, estate, or trust.
4. If you select 'Individual,' provide your name as it appears on Social Security records, phone number, relationship to the deceased, citizenship status, social security number, and date of birth. Also, ensure to fill your physical and mailing addresses.
5. If applicable, complete the Trust section by detailing the Trust's name, TIN, and trustee information, ensuring all required documents, including trust amendments, are attached.
6. If you are an Estate beneficiary, provide the name and contact information for the personal representative, along with any certified letters of appointment required.
7. Complete sections for corporations or organizations by including the organization’s name, contact information, and required documents, such as articles of incorporation or business licenses.
8. Fill out sections related to Minors or custodians where applicable, entering identification details and relationships, ensuring to avoid P.O. boxes for addresses.
9. In Part 3, complete the W-9 TIN Certification, checking the appropriate boxes for federal tax classification.
10. In Part 4, all claimants or fiduciaries must authorize and acknowledge the claim by signing, dating, and having their signatures notarized.
11. Once all sections are completed, save changes, then download and print the form for mailing or faxing to RiverSource Life Insurance Company. Ensure it is sent within 24 hours.

Complete your Riversource Annuity Death Claim form online today for a smooth and efficient claims process.