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Service Forms Center - New York
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.
View forms for all other states except New York
Service forms for New York
New accounts and additional purchases
- NY
- Additional Payment Receipt
- NY
- Annuity to Annuity Replacement
- NY - CD Transfer
- NY - Definition of Replacement
- NY - IRA to Roth Conversion
- NY - Mutual Fund Transfer
- NY - Tax Deferred Acknowledgement
- NY - Transfer Rollover Exchange
- NY - TSA/TSCA Transfer Request
Withdrawals
- NY - 403(b) Distribution
- NY - Death Claim Statement
- NY - 2008 Required Minimum Distribution
- NY - Substantially Equal Periodic Payment Withdrawal Request
- NY - Systematic Withdrawal Options
- NY - Withdrawal Request
Contract maintenance
- NY - Affidavit of Lost Annuity Contract
- NY - Agent of Record Change
- NY - Assignment of Annuity as Collateral
- NY - Authorization to Disclose
- NY - Customer Service Request
- NY - Joint Non-spousal Ownership
- NY - Statement of Disability
- NY - Telephone Transaction Authorization
- NY - Transfer of Ownership
- NY - Non-natural Ownership
- NY - Trustee Certificate
Frequently requested forms
Frequently asked questions
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.