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01. Edit your riversource insurance and annuity death claim statement online
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Send riversource form 140838 via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out RiverSource Insurance and Annuity Death Claim Statement with our platform
- Click ‘Get Form’ to open the RiverSource Insurance and Annuity Death Claim Statement in the editor.
- Begin by entering the decedent's RiverSource contract number at the top of Part 1. Ensure that all details are accurate.
- Fill in the Contract Information section, including the state of residence, date of death, and deceased's full name. Select marital status from the provided options.
- In Part 2, provide Beneficiary/Claimant Information. If the beneficiary is not a trust, complete Section A; if it is a trust, complete Section B. Include necessary details such as Taxpayer Identification Number and relationship to the deceased.
- Proceed to Part 3 for Settlement Instructions. Choose your preferred settlement option based on whether it’s a nonqualified or qualified deferred annuity.
- Complete Parts 4 through 6 as required, ensuring all signatures are notarized where indicated. Review all entries for accuracy before submission.
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