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Riversource 1035 exchange form

Riversource 1035-2026

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The document is a form from RiverSource Life Insurance Company for initiating an outgoing non-qualified 1035 exchange of assets to another company. It outlines the necessary steps, product types, and important considerations regarding tax implications, premium payments, and potential consequences of the exchange. The form requires detailed information about the accounts involved and includes sections for signatures and acceptance by the receiving company.

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Click ‘Get Form’ to open the riversource 1035 in the editor.
Begin with Part 1, entering your RiverSource Life Account details. Fill in the Owner Name, Trust or Entity Name (if applicable), Joint Owner Name (if applicable), Insured/Annuitant Name, and the Amount to be moved.
In Part 2, select the Product Type for your request. Ensure you choose correctly to avoid processing delays. Provide details for the account you are exchanging to, including Company Name, Agent/Advisor Name, and Product Name.
Complete the Absolute Assignment and Signature section in Part 3. Sign and date where indicated, ensuring all necessary signatures are included if there is a joint owner or spouse involved.
Finally, review all entered information for accuracy before submitting your form to RiverSource Life Insurance Company at the provided address.

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