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

Funding, purchase and other required forms

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