Get Riversource Insurance And Annuity Death Claim Statement

The Riversource Insurance And Annuity Death Claim Statement is a vital document for beneficiaries seeking to claim death benefits. This guide will provide you with clear and supportive instructions to fill out the form online effectively.

Follow the steps to complete your claim form accurately.

1. Press the ‘Get Form’ button to access the Riversource Insurance And Annuity Death Claim Statement and open it in an online editor.
2. Fill in the decedent's RiverSource contract number at the top of the form as this information is essential. Make sure to double-check its accuracy.
3. In Part 1, provide the contract information, including the State of Residence and Date of Death, along with the Full Name of the deceased. Specify their Marital Status by selecting the appropriate option.
4. Section A and Section B of Part 2 need to be completed based on whether the beneficiary is a trust or an individual. For individual beneficiaries, enter their name, Taxpayer Identification Number, phone number, and physical address.
5. Continue filling in the rest of Section A or Section B as necessary. Ensure to provide any supporting documentation required, such as the Trust’s tax identification number if applicable.
6. In Part 3, choose the settlement instructions that suit the beneficiary's preferences and circumstances, following the guidelines for nonqualified or qualified deferred annuities as needed.
7. Complete the Withholding Instructions in Part 4, indicating whether federal and state taxes should be withheld according to your preferences.
8. Fill out the W-9 TIN Certification in Part 5, ensuring that you select the appropriate federal tax classification for the beneficiary.
9. In Part 6, all necessary authorizations and acknowledgements must be signed. Ensure notarization is completed as required, especially for significant claims.
10. Review the entire form to confirm that all sections have been accurately filled and no information is missing. Once satisfied, submit the form by mail or fax to the appropriate RiverSource office.

Proceed to complete your Riversource Insurance And Annuity Death Claim Statement online today for a seamless claim process.