Literature & Forms

Forms

Open accounts, change account options or update account information with the forms below.

To view and print PDF forms, you must have Adobe Acrobat Reader installed. Once you have printed and completed a form, please mail it to the following addresses (unless specified otherwise on the form):

Regular Mail

RiverSource
c/o Boston Financial
P.O. Box 8041
Boston, MA 02266-8041

Overnight Mail

RiverSource
c/o Boston Financial
30 Dan Road
Canton, MA 02021-2809

Open an account

• Non Qualified Account Application
  Open a non-qualified account with RiverSource
• IRA Application
  Open an IRA account with RiverSource
• RiverSource^® Fund Selection Guide
  Review and select your RiverSource Funds

Move money to/from my account

• Automatic Investment Form
  Set up, change, or stop an automatic investment plan
• Dividend Payment Form
  Add or change dividend distribution options on your non qualified account
• Redemption Request for Non-Retirement Accounts
  Redeem shares of your RiverSource Funds on your non qualified account
• IRA Distribution Request Form
  Request a distribution from your RiverSource IRA

Transfer, rollover, or convert my account

• Direct Rollover Form
  Transfer your Employer sponsored retirement plan to a RiverSource IRA or SEP
• IRA Transfer Form
  Transfer your IRA at another company directly to a RiverSource IRA
• Roth Conversion Form
  Convert a traditional IRA to a RiverSource Roth IRA
• Non Retirement Account Transfer Form
  Transfer your non-qualified account to RiverSource

Update/change my account

• Name Change Authorization Form
  Update name on account
• IRA Optional Services/Change Request Form
  Establish letter of intent, set up automatic investment and exchange plans, add or change beneficiaries to IRA accounts
• Letter of Intent
  Establish letter of intent for non-qualified RiverSource Funds

Questions

If you are an Ameriprise Financial client, please contact your financial advisor.

All clients not affiliated with Ameriprise Financial should contact their financial advisor or contact the RiverSource Transfer Agent at (888) 791-3380.