Get Standing Instruction Form

Filling out the Standing Instruction Form is an essential step for individuals managing their RAVA series variable annuities with RiverSource Life Insurance. This guide will provide you with a clear, step-by-step approach to completing the form online, ensuring that you understand each section and field.

Follow the steps to complete the Standing Instruction Form online

1. Click ‘Get Form’ button to obtain the Standing Instruction Form and open it in your preferred online editor.
2. Enter your owner name. If there is a joint owner, provide their name in the designated field.
3. If applicable, fill in the name of your servicing advisor.
4. In the bank information section, indicate whether you are the owner of the bank account by selecting 'Yes' or 'No'.
5. Specify whether the bank account owner is a 'Person' or 'Organization'.
6. If applicable, provide the name of the bank account co-owner.
7. Choose whether you wish to set up ACH deposits to your checking account, ensuring to attach a voided check. Remember that starter checks, deposit slips, and handwritten information will not be accepted.
8. For wire transfers, fill in the wire routing transit number and wire bank account number, if different from the previous details.
9. Provide additional bank information, including the bank routing number and bank account number for savings accounts.
10. In the standing authorization section, select the accounts you wish to authorize for transactions.
11. Finally, review the acknowledgments and signatures section. By signing, confirm all information is correct and you understand the terms.
12. Save your changes, download a copy of the completed form, print it if necessary, or share it as required.

Complete your Standing Instruction Form online today to manage your financial instructions efficiently.