Get Riversource 113627 2019

Filling out the RiverSource 113627 form can be essential for managing changes in ownership due to the unfortunate circumstance of death. This guide is designed to provide clear and comprehensive instructions to assist users in completing this form accurately and efficiently.

Follow the steps to complete the RiverSource 113627 form online.

1. Use the ‘Get Form’ button to access the necessary document and open it in the editor.
2. Begin with Part 1, where you will need to provide the decedent's details, including their name and account number(s). Make sure to include all relevant account numbers and specify any additional admin codes as needed.
3. In Part 2, complete the transfer authorization section. If you are an executor or estate representative, be sure to sign and date this section, ensuring that all required signatures are present.
4. Move to Part 3, where you will choose the new account registration type, selecting from options such as individual, joint tenants with rights of survivorship, or trust. Follow the specific instructions for each option to ensure accurate completion.
5. Fill in the new registration information, including the Social Security Number, date of birth, and residential address for the new account owner(s). Be attentive to ensure this information is consistent with IRS records.
6. If applicable, provide details for a successor custodian or controller in Part 3E, ensuring compliance with any witnessing requirements if necessary.
7. Review the additional requests and requirements in Part 4. Note that any additional requests must be submitted on separate forms, so clarify any necessary attachments.
8. In Part 5, complete the authorization and acknowledgments, ensuring all new owners or fiduciaries sign and date this section. This confirms your understanding and acceptance of the terms regarding the insurance or annuity contract.
9. Finally, review all entered information for accuracy, make any necessary changes, and then save the completed form. You may choose to download, print, or share the document as required.

Complete your RiverSource 113627 form online today to ensure swift processing of your ownership change.