Get Riversource Fax Number

Filling out the Riversource Fax Number form can seem daunting, but with clear guidelines, the process becomes straightforward. This guide will walk you through each component of the form to ensure a seamless completion.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. Begin filling out the annuity contract owner information by entering the name of the annuity contract owner in the designated field. Make sure to provide accurate and current information.
3. Input the annuity contract number(s) associated with the contract owner mentioned above. This is essential for identification and processing purposes.
4. Provide the brokerage account number, which is necessary to facilitate any changes regarding the agent of record or broker dealer.
5. In the signatures section, have the annuity contract owner sign and date the form. Ensure that all phone numbers are included for any follow-ups.
6. If applicable, enter the joint contract owner's information, including their signature and date, in the specified fields.
7. Next, provide details about the broker dealer and agent(s). This includes the name of the broker dealer, agent name(s), and their Social Security number.
8. Distribute the percentage shares among the agents as per the agreements made, ensuring that the total adds up to 100%.
9. Fill in the primary servicing agent's street address, state, city, and zip code as required.
10. Lastly, make sure all required signatures and dates are included for each agent, and verify that all phone numbers are accurately recorded.
11. Once completed, users can save changes, download, print, or share the form as needed.

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