Get Riversource 113627 2021-2025

Filling out the RiverSource 113627 form online can be a straightforward process when guided through each step. This form is specifically used for requesting changes of ownership for annuity and insurance contracts following a death.

Follow the steps to successfully complete the RiverSource 113627 online.

1. Press the ‘Get Form’ button to access the RiverSource 113627 form and open it in your editor.
2. In Part 1, provide the decedent's name and account number(s). Make sure to include all relevant account information to ensure accurate processing.
3. In Part 2, if you are the executor or estate representative, fill in your name and the date signed. Ensure that the form is signed on Page 1 and Page 6.
4. Proceed to Part 3 to select the new account registration type. Choose from options such as Individual, Joint Tenants with Rights of Survivorship, or Trust. Complete the applicable sections based on your selection.
5. For Individual Ownership (Part 3A), fill in the name as it appears in IRS records, social security number, relationship to the decedent, date of birth, citizenship, and residential address.
6. If applicable, complete Part 3B for joint owners, detailing their information similarly to that in Part 3A.
7. In Part 3C, if the new owner is a trust or organization, provide the necessary trustee or officer names, date of trust, and taxpayer identification number.
8. Complete Parts 3D and 3E if filing for a minor or protected person, ensuring to include all required identifiers and relationships.
9. In Part 4, review any additional requests and requirements, noting that supplementary requests must be attached to this form.
10. Finalize your form by reviewing all entered information for accuracy. Once confirmed, save your changes, and then download or print the form to submit as needed.

Complete your RiverSource 113627 form online today for a smooth change of ownership process.