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Service Forms Center
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
- Additional Payment Receipt
- CA - Disclosure for Residents Age 60 and Older
- CA - Financial Products Disclosure
- CD Transfer
- Community States Spousal Consent
- Internal Exchange Request
- IRA to Roth Conversion
- MA - Early Withdrawal, Terminal Illness Disclosure
- Mutual Fund Transfer
- Tax-Deferred Retirement Plan Acknowledgement
- Transfer Rollover Exchange
- TSA/TSCA Transfer Request
Withdrawals
- Death Claim Statement
- Excess Contribution Removal Request
- Request for TSA Withdrawal
- 2008
Required Minimum Distribution
- Statement of Disability
- Substantially Equal Periodic Payment Withdrawal Request
- Systematic Withdrawal Options
- Withdrawal Request
Contract maintenance
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.