Servicing Forms

Are you sure you need a form?

Some transactions can be completed entirely online — no forms required! Just log in to your contract, go to Transactions and choose from the transactions below:

  • One-time Withdrawal
  • Systematic Withdrawal
  • Address Change
  • Portfolio Navigator Change
  • Duplicate Statement Request
  • Beneficiary Change

Search for forms

For all other requests, narrow your search for printer-friendly PDF forms using the filters below.

Client National Forms

Client New York Forms

Client National Ameriprise Forms

Client New York Ameriprise Forms

Advisor National Forms

Advisor New York Forms

Advisor National Ameriprise Forms

Advisor New York Ameriprise Forms

Need help? If you can't find the forms you need, contact us or call 800.297.6663.

Agent, client, and contract-specific maintenance forms

Agent Specific

Agent Appointment Form
By Fax: 612.547.1671
NY - Agent of Record Change
By Fax: 518.452.3486

Client Specific

Telephone, Electronic and Change Instructions Authorization
By Phone: 800.862.7919
Third Party Consent
By Phone: 800.862.7919

Contract Specific

A guide to your RiverSource Life IRA

Annuitization Start Date Postponement Request

NY - Customer Service Requests
Available Online
By Phone: 800.504.0469 (address changes only)
By Fax: 518.452.3486
NY - Investment Options Form for contracts purchased on or before 4/30/2007
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Investment Options form for contracts sold on or after 5/1/2007
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Non-Natural Ownership
By Fax: 518.452.3486
NY - Portfolio Stabilizer fund Election Form
By Phone: 800.333.3437
By Fax: 518.452.3486
NY - Telephone Transaction Authorization
By Fax: 518.452.3486
NY - Transfer of Ownership
By Fax: 518.452.3486
NY - Trustee Certificate
By Fax: 518.452.3486

Agent Specific

Agent Appointment Form
By Fax: 612.547.1671
NY - Agent of Record Change
By Fax: 518.452.3486

Client Specific

Telephone, Electronic and Change Instructions Authorization
By Phone: 800.862.7919
Third Party Consent
By Phone: 800.862.7919

Contract Specific

Annuitization Start Date Postponement Request

NY - Customer Service Requests
Available Online
By Phone: 800.504.0469 (address changes only)
By Fax: 518.452.3486
NY - Investment Options Form for contracts purchased on or before 4/30/2007
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Investment Options form for contracts sold on or after 5/1/2007
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Non-Natural Ownership
By Fax: 518.452.3486
NY - Portfolio Stabilizer fund Election Form
By Phone: 800.333.3437
By Fax: 518.452.3486
NY - Telephone Transaction Authorization
By Fax: 518.452.3486
NY - Transfer of Ownership
By Fax: 518.452.3486
NY - Trustee Certificate
By Fax: 518.452.3486

Funding, purchase and other required forms

Non State Specific Required Forms

State Specific Required Forms

NY - Definition of Replacement
By Fax: 612.547.1858
NY - Important Notice Regarding Replacements
By Fax: 612.547.1858
NY - 403(b) Information Sharing Agreement
By Fax: 518.452.3486

Non State Specific Required Forms

State Specific Required Forms

NY - Definition of Replacement
By Fax: 612.547.1858
NY - Important Notice Regarding Replacements
By Fax: 612.547.1858
NY - 403(b) Information Sharing Agreement
By Fax: 518.452.3486

RMD, partial/full surrender, death claims and other withdrawal-related forms

Additional Forms

Statement of Disability
By Fax: 612.547.1732

Divorce

Annuity Divorce Surrender Form
By Fax: 612.547.1732

IRA/Qualified Plans

2017 Required Minimum Distribution
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732
2017 Inherited IRA Required Minimum Distribution
By Phone: 800.333.3437
By Fax: 612.547.1732
2016 Required Minimum Distribution
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732
2016 Inherited IRA Required Minimum Distribution
By Phone: 800.333.3437
By Fax: 612.547.1732
403(b) /TSA Withdrawal
By Fax: 612.547.1732
IRA Internal Recharacterization
By Fax: 612.547.1891
IRA - Excess Contribution Removal Request
By Fax: 612.547.1891

Partial/Full Surrenders

Withdrawal as Outgoing Transfer Roll-over Exchange - Outgoing

Withdrawal for Substantially Equal Periodic Payment
By Fax: 612.547.1732
Withdrawal Partial or Full One-Time
Available Online
By Phone: 800.333.3437 (up to $100,000)
By Fax: 612.547.1732 (up to $100,000)

Systematic Withdrawals

Withdrawal Systematically (Recurring)
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732

Additional Forms

NY - Statement of Disability
By Fax: 518.452.3486

Divorce

NY - Annuity Divorce Surrender Form
By Phone: 800.504.0469
By Fax: 518.452.3486

IRA/Qualified Plans

NY - 2017 Required Minimum Distribution
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - 2016 Required Minimum Distribution
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Transfer Roll-over Exchange - Outgoing

NY - 403(b) Distribution
By Fax: 518.452.3486

Partial/Full Surrenders

NY - Substantially Equal Periodic Payment Withdrawal Request
By Fax: 518.452.3486
NY - One-time Withdrawal
Available Online
By Phone: 800.504.0469 (up to $100,000)
By Fax: 518.452.3486 (up to $100,000)

Systematic Withdrawals

NY - Systematic Withdrawal Options
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486

Additional Forms

Statement of Disability
By Fax: 612.547.1732

Divorce

Annuity Divorce Surrender Form
By Fax: 612.547.1732

IRA/Qualified Plans

2017 Required Minimum Distribution
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732
2017 Inherited IRA Required Minimum Distribution
By Phone: 800.333.3437
By Fax: 612.547.1732
2016 Required Minimum Distribution
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732
2016 Inherited IRA Required Minimum Distribution
By Phone: 800.333.3437
By Fax: 612.547.1732
403(b) /TSA Withdrawal
By Fax: 612.547.1732
IRA Internal Recharacterization
By Fax: 612.547.1891
IRA - Excess Contribution Removal Request
By Fax: 612.547.1891

Partial/Full Surrenders

Withdrawal as Outgoing Transfer Roll-over Exchange - Outgoing

Withdrawal for Substantially Equal Periodic Payment
By Fax: 612.547.1732
Withdrawal Partial or Full One-Time
Available Online
By Phone: 800.333.3437 (up to $100,000)
By Fax: 612.547.1732 (up to $100,000)

Systematic Withdrawals

Withdrawal Systematically (Recurring)
Available Online
By Phone: 800.333.3437
By Fax: 612.547.1732

Additional Forms

NY - Statement of Disability
By Fax: 518.452.3486

Divorce

NY - Annuity Divorce Surrender Form
By Phone: 800.504.0469
By Fax: 518.452.3486

IRA/Qualified Plans

NY - 2017 Required Minimum Distribution
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - 2016 Required Minimum Distribution
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486
NY - Transfer Roll-over Exchange - Outgoing

NY - 403(b) Distribution
By Fax: 518.452.3486

Partial/Full Surrenders

NY - Substantially Equal Periodic Payment Withdrawal Request
By Fax: 518.452.3486
NY - One-time Withdrawal
Available Online
By Phone: 800.504.0469 (up to $100,000)
By Fax: 518.452.3486 (up to $100,000)

Systematic Withdrawals

NY - Systematic Withdrawal Options
Available Online
By Phone: 800.504.0469
By Fax: 518.452.3486