Get Riversource 1035 Exchange Form

Completing the Riversource 1035 Exchange Form online is a straightforward process designed to help users transfer assets between insurance companies seamlessly. This guide offers clear, step-by-step instructions to ensure your experience is efficient and manageable.

Follow the steps to successfully complete the Riversource 1035 Exchange Form.

1. Press the ‘Get Form’ button to access the Riversource 1035 Exchange Form and open it in the online editor.
2. In Part 1, enter your RiverSource Life of NY account number and details about the account you are exchanging from, including the owner’s name, joint owner (if applicable), and insured/annuitant's name if different from the owner. Indicate the amount to be moved.
3. In Part 2, provide details for the new account you are exchanging to. This includes the company name, agent/advisor name, product name, and policy/contract number. Select the product type from the options available.
4. Continue in Part 2 with the delivery instructions by specifying to whom the check should be made payable and where it should be mailed.
5. In Part 3, sign the Absolute Assignment section, confirming you assign your rights to the insurance company named in Part 2. Ensure that all necessary signatures are included and dates are noted.
6. Fill out Part 4, which should be completed by the company referenced in Part 2. This includes a signature from a corporate officer accepting the assignment.
7. After reviewing all sections for accuracy, save your changes, and choose the option to download, print, or share the completed form.

Start completing your Riversource 1035 Exchange Form online today!