Get Riversource Life Insurance Company 402276 2023-2025

Filling out the RiverSource Life Insurance Company 402276 form online can seem daunting, but with this guide, you will find the process to be manageable and straightforward. The form is essential for submitting a death claim and requires accurate information to ensure a smooth claims process.

Follow the steps to complete the RiverSource Life Insurance Company 402276 form online.

1. Click ‘Get Form’ button to obtain the form and open it in your editing platform.
2. In Part 1, enter the contract information, including the deceased’s full name, date of death, and state of residence.
3. Move to Part 2, and select the beneficiary/claimant type. Depending on the type selected (individual, entity, trust, minor, or estate), you will fill out the corresponding section. Provide all requested details.
4. In Section A for Individual Beneficiary/Claimant, input the beneficiary's name as it appears in Social Security Administration records, their relationship to the deceased, and citizenship status. Complete the required fields like phone number, Social Security number, date of birth, and physical address.
5. For trustees or guardians, fill out their information, including the name, Social Security number, and citizenship. Ensure the physical address section is complete, as P.O. boxes are not accepted.
6. If applicable, proceed to Section B for Trust Beneficiary/Claimant. Provide details about the trust, including the name, TIN, and names of the trustee(s). Attach any amendments to the trust document as required.
7. Complete Section C if filing for an Estate Beneficiary; provide the estate's TIN and details about the personal representative or executor.
8. Continue to Sections D and E as applicable, filling out information for corporate, partnership, or minor beneficiary types.
9. In Part 3, complete the W-9 TIN certification section, ensuring accurate classification and applying for any exemptions as required.
10. Move to Part 4 and complete the authorizations and acknowledgements section. All claimants or fiduciaries must sign and notarize the document.
11. Once completed, save your changes. You can download, print, or share the form as needed. Make sure to send it to the provided address within the specified timeframe.

Begin filling out your RiverSource Life Insurance Company 402276 form online now for a swift claims process.