Account service forms
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Investments
Open an account
- Open an IRA Account (200745) | Client Agreement (7722) | Privacy Notice
- Open a Mutual Fund
- Open a Brokerage Account | Client Agreement (8020)
- Open an Ameriprise ONE® Financial Account
- Open a Custodial Account
- Open a Trust Account
- Open an Annuity
Account Funding and Money Movement
- Account Transfer Form - Transfer Assets From Another Firm to Ameriprise (8104)
- Payroll Direct Deposit (8321)
- Systematic Payout - Outgoing Money (402155)
- Bank Authorization - Incoming Money (402154)
- Cash Distribution (200194)
- Rollover Request (8104)
- Outgoing Annuity Tax Qualified Transfer or Direct Rollover from RiverSource Life Insurance Company (30482)
- Outgoing Annuity Tax Qualified Transfer or Direct Rollover from RiverSource Life Insurance Co. of New York (138065)
- Outgoing Non-Qualifed 1035 Exchange from RiverSource Life Insurance Company (30481)
- Outgoing Non-Qualifed 1035 Exchange from RiverSource Life Insurance Co. of New York (138066)
- Privileged Asset Annuity Change of Ownership Form (51499F)
- Privileged Asset Annuity Change of Beneficiary Form (51498H)
- Privileged Asset Annuity Withdrawal Request Form
- Cancellation and Refund Request
- Cancellation and Refund Request Instructions
- Mutual Fund and Certificate Redemption Form (F119)
- Insurance Loan and Surrender Form (33300)
- Insurance Premium Credit Card Authorization (200525)
- Annuity Surrender Form (33442)
- Annuity Systematic Payout Transaction Form (200054)
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Company (402124)
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Company of New York (402125)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans - Non-RAVA (38024)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans (30023)
403(b) Accounts
- 403(b) Distribution form (200702) - For RiverSource Life Insurance Company
- 403(b) Distribution form - Instructions (200702-inst) - For RiverSource Life Insurance Company
- 403(b) Distribution form (138064) - For RiverSource Life Insurance Co. of New York
- ISA - Information Share Agreement
- Tax Sheltered Custodial Agreement (3110)
- External Proprietary Account Transfer and Direct Rollover (200808)
- Employer Information Form (200758)
Change or Add Features to Your Account
- Add Ameriprise ONE® Financial Account Banking and Card Features (15028)
- Traditional to Roth IRA Conversion (4238)
- Brokerage Option Approval Form (8340) | Characteristics and Risks of Standard Options
Account Maintenance
- Change of Ownership/Annuitant (F-120)
- RiverSource Client Agreement (402122)
- Transfer on Death Agreement Form (3214)
- Change of Beneficiary - Life and Annuities (33032)
- Change of Beneficiary - IRAs (3993) | Purchase
Instruction Receipt (3247)
Estate Settlement
- Initial Notification of Death (402102)
- Estate Settlement Instructions (3248-inst)
- Estate Settlement (3248)
- RiverSource Client Agreement (402122)
- Insurance and Annuity Death Claim Statement (33047)
Auto and Home Insurance
- Apply for Auto Insurance
- Apply for Home Insurance
- Auto Claim
- Request Documents (ID Cards or Declaration Page)
- Update Credit Card Information
- Update Checking Account Information
- Address Change
- Vehicle Change
- Driver Change
- Lease/Finance Co. Change
Banking and Lending
- Open a Banking Account
- Open a Mortgage Account
- Direct Deposit
- ACH Transfer Request (404062)
- ACH Stop Payment Request (404055)
- ACH Stop Payment Release (404056)
- Add an Owner (404058)
- Check Stop Payment Request (404060)
- Check Stop Payment Release (404059)
- Wire Transfer Request (404063) (For all incoming wire transfers, please use routing and transit # 0260-7307-9.)
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Ameriprise Bank, FSB, Member FDIC, is an Equal Housing Lender. Ameriprise Bank, FSB provides certain deposit and lending products and services for Ameriprise Financial Services, Inc. Ameriprise Bank, FSB deposit products are FDIC-insured to at least $100,000 per customer. Ameriprise Financial Services, Inc. and Ameriprise Bank, FSB are subsidiaries of Ameriprise Financial, Inc.
Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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