Riversource 1035 exchange form-2026

1. Click ‘Get Form’ to open the riversource 1035 exchange form in the editor.
2. Begin by filling out Part 1, which includes your account details. Enter your name, and if applicable, the trust or entity name, joint owner name, and insured/annuitant name.
3. Specify the amount you wish to move from your existing policy. Ensure you select the correct product type for this request to avoid processing delays.
4. In Part 2, provide details about the account you are exchanging to. Fill in the company name, agent/advisor name, product name, and any known contract number.
5. Complete the Absolute Assignment and Signature section in Part 3. Sign and date where required, ensuring all owners and joint owners have signed if applicable.
6. Review all entered information for accuracy before submitting. Once confirmed, submit the original form to RiverSource Life Insurance Co. at the provided address.

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