Log in to review your annuity contract
Forms
New! Several popular client transactions
are now available online.
Several of our most popular transactions are now available to complete and submit entirely
online:
- One-time Withdrawal
- Systematic Withdrawals
- Address Changes
- Portfolio Navigator Changes
- Duplicate Statement Requests
To complete a transaction online, you must first log in to your contract. Once logged in, go to the Transactions section and select the appropriate transaction.
All online transactions will have the 
icon
next to the form title.
Print-friendly forms for transfers, payouts and more.
All our forms are available as downloadable PDFs. If you can't find the forms you're looking for, contact us.
Please note: We only accept original documents for outgoing trustee-to-trustee transfers and 1035 exchanges. Please do not send fax copies. If you're requesting a 1035 exchange or trustee-to-trustee transfer, we'll need the appropriate forms from the requesting company.
Service forms for all states except New York
New accounts and additional purchases
- 403(b) Information Sharing Agreement
- Additional Payment Receipt
- CA - Disclosure for Residents Age 60 and Older
- CA - Financial Products Disclosure
- Community States Spousal Consent
- Investment Options Form for contracts purchased on or after 5-1-2007
- IRA to Roth Conversion - In House
- MA - Early Withdrawal, Terminal Illness Disclosure
- Portfolio Navigator Enrollment Form
- Pre-Election for Payment of Death Benefits
- Tax-Deferred Retirement Plan Acknowledgement
- Transfer Rollover Exchange - Incoming
- TSA/TSCA Transfer Request
Withdrawals
- Annuity Divorce Surrender Form
- Death Claim Statement
- Excess Contribution Removal Request
- Request for TSA Withdrawal
- Request for IRA Internal Recharacterization Form
- 2010 Required Minimum Distribution
- Statement of Disability
- Substantially Equal Periodic Payment Withdrawal Request
- Systematic
Withdrawal Options
- Transfer Rollover Exchange - Outgoing
- One-time Withdrawal
Contract maintenance
- Affidavit of Lost Annuity Contract
- Agent of Record Change
- Assignment of Annuity as Collateral
- Customer Service Request - Change address
- Customer Service Request - Change beneficiary
- Investment Options Form for contracts purchased on or before 4-30-2007
- Joint Non-spousal Ownership
- Non-natural Ownership
- Release and Reassignment of Policy
- Telephone Transaction Authorization
- Transfer of Ownership
- Trustee Certificate
RiverSource Distributors, Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company and in New York, by RiverSource Life Insurance Co. of New York, Albany, New York. Only RiverSource Life Insurance Co. of New York is authorized to sell insurance and annuities in New York.