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Riversource insurance and annuity death claim statement

Riversource insurance and annuity death claim statement 2025

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The document is a Death Claim Statement from RiverSource Life Insurance Company, outlining the process for beneficiaries to claim death benefits from annuity contracts. It includes instructions for completing the form, necessary documentation such as a certified death certificate, and details on tax implications. Each beneficiary must submit a separate form, and specific sections are designated for different types of beneficiaries (individuals, trusts, estates). The document also provides information on settlement options for both qualified and nonqualified deferred annuities.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is an annuity death benefit considered life insurance?

This ensures that a beneficiary receives a financial payout when you die. In that sense, its similar to a life insurance policy, although there are some key differences. Death benefits pay out differently in an annuity, and face different tax liabilities. That annuity death benefit can help create a financial legacy.

What happens to the money in an annuity when the owner dies?

When the annuity owner dies, the payout typically goes to the named beneficiary. Depending on the annuity contract terms, the beneficiary can receive the remaining value of the annuity either as a lump sum or as regular payments.

How do I contact RiverSource annuity?

Please contact a RiverSource client service representative at 1-800-862-7919. Representatives are available Monday through Friday, 7 a.m. to 6 p.m. Central time.

Is an annuity death benefit the same as life insurance?

PayoutsWhile life insurance pays the death benefit in one lump sum, annuities typically pay benefits monthly over time when annuitized. BeneficiariesWith an annuity, you (and in some cases your spouse) are the primary beneficiary, so you receive all income payments.

Do I need a death certificate to claim life insurance?

A copy of a death certificate for the deceased beneficiary is required. If there is no surviving beneficiary, terms of the policy or contract will determine who is entitled to the benefits.

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How do I claim an annuity after death?

When a death claim occurs, annuities typically pay death benefits to a beneficiary named in the contract. Naming a beneficiary other than the estate can help this process go more smoothly, and can help ensure that the proceeds go to whoever the individual wanted the money to go to rather than going through probate.