Form 402004 - Ameriprise Financial Planning Service Cancellation and Refund Request Use this form to 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Client ID and Financial Plan Account Number in the designated fields. Ensure that all information is accurate to avoid processing delays.
3. In Part 1, provide your name, phone number, and specify who is making the request by selecting the appropriate option.
4. Move to Part 2 and select your Request Type. If you are requesting a refund, complete Parts 3 or 4 as applicable, detailing the Fee Refund Amount Requested and selecting a Reason for Fee Refund Request.
5. In Part 5, choose your Method of Refund. Make sure to fill in any required details such as credit card information if applicable.
6. Complete Parts 6 through 9 as necessary based on who is submitting the form. Ensure all signatures are provided where required.

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