How to use or fill out riversource 1035 with our platform
- 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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| 2011 | 4.9 Satisfied (443 Votes) |
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