Get Ameriprise-riversource Nonqual 1035 Exchange.pdf

Filling out the Ameriprise-RiverSource NonQual 1035 Exchange.pdf online can be a straightforward process when you understand the necessary steps. This guide will provide you with detailed instructions, ensuring that you successfully complete the form and submit it correctly.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by completing Part 1, which includes providing information about the RiverSource Life account you are exchanging from. Enter the owner’s name, any applicable trust or entity name, joint owner name, insured/annuitant name, and the amount to be moved.
3. Proceed to Part 2. Select the product type for the new account you are exchanging to. Input the company name, agent/advisor name, product name, and the new policy/contract number if known. There are multiple options to choose from, including fixed and variable annuities.
4. In Part 3, fill out your delivery instructions. Specify who the check should be made payable to and provide an address where the check should be mailed, including the city, state, and ZIP code.
5. Complete the Absolute Assignment and Signature section. Sign and date the form where indicated. If there is a joint owner or spouse involved, they will also need to sign.
6. Finally, review your form to ensure all fields are accurately completed. Once you are satisfied, save your changes, download the completed form, and share or print it for submission.

Begin filling out your documents online today to ensure a smooth exchange process.