Get Riversource 1035 Exchange Form

Filling out the Riversource 1035 Exchange Form online is a straightforward process that allows users to efficiently transfer their contracts or policies. This guide provides clear and detailed instructions to assist users in completing each section of the form correctly.

Follow the steps to fill out the Riversource 1035 Exchange Form online.

1. Press the ‘Get Form’ button to obtain the Riversource 1035 Exchange Form and open it in your document editor.
2. Complete Section 1 by providing the surrendering company information, including the name, contact person, and address. Include the contract number if applicable.
3. In Section 2, input the surrendered account details. Provide information for the primary owner, co-owner, insured, and ensure you check the box if the contract is enclosed.
4. Fill out Section 3, which concerns authorization for the exchange. Indicate whether the request is for a full exchange or partial exchange. Specify the method of transfer, whether immediately or on a specific date.
5. Complete Section 5 if you are authorizing a direct rollover or transfer to an IRA contract. Indicate whether this is a direct transfer and specify the amount.
6. Address any special considerations for internal exchanges in Section 6, recognizing any potential fees or charges.
7. Provide your taxpayer identification information in Section 7, checking the appropriate box for your federal tax classification.
8. In Section 8, certify the document by signing and dating it. If applicable, the joint owner's signature is also needed.
9. Review all sections for accuracy, then save your changes, and you can choose to download, print, or share the completed form as needed.

Get started now to fill out your Riversource 1035 Exchange Form online.