Account service forms

All forms are available in PDF format. Click the link to open or download the form. If you don’t see the form you are looking for, please log in to your account or contact us.

ONE Account Check Stop Payment Form (112606)

Outgoing Annuity Tax Qualified Transfer or Direct Rollover from RiverSource Life Insurance Company (30482)

Change of Beneficiary – Life and Annuities (33032)

Change of Beneficiary – IRAs (3993)

Ameriprise Financial Client Relationship Guide

Portfolio Stabilizer Fund Election Form – National (411388)

Portfolio Stabilizer Fund Election Form – New York (116186)

Insurance and Annuity Death Claim Statement (140838)

A

Access Account Program Client Agreement (402333)

Account Transfer and Direct Rollover (111770)

Active Portfolios Client Agreement (413075)

Add Ameriprise ONE® Financial Account Banking and Card Features (15028)

Ameriprise Bank, FSB Deposit Account Payable on Death (POD) Spousal Consent Form (118403)

Ameriprise® Bank Savings Account Deposit Account Agreement

Ameriprise Financial Planning Service Cancellation and Refund Request (402004)

Ameriprise Financial Planning Service Cancellation and Refund Request instructions (402004-inst)

Ameriprise Financial Tax-Sheltered Custodial Account Fee Disclosure (116272)

Ameriprise SPS Advantage Client Agreement (413074)

Annuitization Request for Death Claims – National (113729)

Annuitization Request or Reallocation for Variable Payouts – National (33390)

Annuitization Request or Reallocation for Variable Payouts – New York (38336)

Annuitization Start Date Postponement Request - National (402310)

Annuitization Start Date Postponement Request – NY (402309)

Apply for Auto Insurance

Apply for Home Insurance

Assignment of Life Insurance Policy or Annuity Contract as Collateral (33057)

Assignment of Life Insurance Policy or Annuity Contract as Collateral – for RiverSource Life Insurance Co. Of NY (38106)

Auto Claim

B

Brokerage Option Approval Form (8340)

Broker Firm Change FINRA Notification

C

Cancellation and Refund Request

Cancellation and Refund Request Instructions

Certificate of Authority (402456)

Certificate of Sole Proprietor (2186)

Change Default Lot Relief Method for Non-Qualified Accounts – Equities Only (402459)

Change Distribution Election (F246)

Change of Beneficiary – Life and Annuities (33032)

Change of Beneficiary – Life and Annuities – Instructions (33032-inst)

Change of Beneficiary – Life and Annuities – for RiverSource Life Insurance Co. of NY (38120)

Change of Beneficiary – IRAs (3993)

Change of Ownership (F120)

Change of Ownership/Annuitant - Life and Annuities - National (116931)

Characteristics and Risks of Standard Options – Brokerage Option Approval

Client Agreement – Ameriprise Brokerage Agreement (402468)

Client Agreement – Other Important Brokerage Disclosure (402469)

Cost basis update form (402234)

D

Deposit Slip

Deposit Slip - Ameriprise Bank Savings Account (115614)

E

Employer Information Form (200758)

Employer Payroll Remittance, Arrangement Setup or Changes (402450)

Estate Settlement Claim - Beneficiary Directed (116189)

External IRA Direct Rollover to RiverSource Life Insurance Co. of New York (38413)

External IRA/Keogh Account Transfer to RiverSource Life Insurance Co. of New York (38048)

External TSA/TSCA Account Transfer and Direct Rollover to RiverSource Life Insurance Co. of New York (38262)

G

Gifting of Securities from Ameriprise Brokerage, Ameriprise® Managed Accounts and SPS Advantage Account to External Firm (402011)

I

Incoming Account Transfer and Direct Rollover (200808)

Institutional Brokerage Client Agreement (402508)

Insurance and Annuity Change of Ownership Due to Death – National (113627)

Insurance and Annuity Death Claim Statement (140838)

Insurance and Annuity Death Claim Statement for RiverSource Life Insurance Co. of NY (38111)

Insurance Reprojection Request (111703)

Insurance Third Party Notification Option

Investor Unified Account Program Client Agreement (402332)

ISA – Information Share Agreement

M

Manage Auto and Home Insurance Policy

O

ONE Account Check Stop Payment Form (112606)

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-Qualified 1035 Exchange from RiverSource Life Insurance Company (30481)

Outgoing Non-Qualified 1035 Exchange from RiverSource Life Insurance Co. of New York (138066)

P

Portfolio Stabilizer Fund Election Form – National (411388)

Portfolio Stabilizer Fund Election Form – New York (116186)

Pre-Application for Deposit Account at Ameriprise Bank, FSB (117085) 

Pre-Election for Payment of Death Benefits – National (200488)

Pre-Election for Payment of Death Benefits – NY (138048)

Privacy Notice – IRA Account

Privileged Asset Annuity Change of Ownership Form – National (51499F)

Privileged Asset Annuity Change of Ownership Form – New York (51555)

Privileged Asset Annuity Change of Beneficiary Form – National (51498H)

Privileged Asset Annuity Change of Beneficiary Form – New York (274597)

Privileged Asset Annuity Service Request Form - National (12167)

Privileged Asset Annuity Service Request Form – New York (114277)

Privileged Asset Death Claim Deferral – National (111953)

Privileged Asset Death Claim Deferral – New York (111954)

Privileged Asset Death Claim – National (12179)

Privileged Asset Death Claim Statement – New York (200334)

Privileged Asset Distribution Due to Divorce – National (114139)

Privileged Asset Distribution Due to Divorce – New York (114140)

Privileged Asset Required Minimum Distribution Request – National (37326)

Privileged Asset Required Minimum Distribution Request – New York (45108)

Purchase Instruction Receipt (3247)

R

Release of Collateral assignment (200017)

Release of Collateral assignment NY (38107)

RiverSource Beneficiary(ies) Identification and Location Assistance Form – National (113629)

RiverSource Change of Ownership/Annuitant – NY (38105)

RiverSource Death Claim Cover Sheet

RiverSource Life Insurance Co. of New York Annuitization Request for Death Claims – New York (113730)

S

Select Separate Account Client Agreement (413076)

SPS Advisor Client Agreement (402286)

Statement of Disability (200458)

T

Tax Sheltered Custodial Agreement (3110)

Telephone, Electronic Transaction and Change – Instructions Authorization (111661)

Texas Residents - Unclaimed Property Designation of Representative (114856)

Transfer on Death Account Agreement (3214)

V

Vista Separate Account Program Client Agreement (402331)

W

W-4R Federal Withholding Instruction for Ameriprise and RiverSource (117558)

Investments

Auto and Home Insurance

Apply for Auto Insurance

Apply for Home Insurance

Auto Claim

Manage Auto and Home Insurance Policy

 

Banking and Lending

Ameriprise Bank, FSB Deposit Account Payable on Death (POD) Spousal Consent Form (118403)

Ameriprise® Bank Savings Account Deposit Account Agreement

Deposit Slip

Deposit Slip - Ameriprise Bank Savings Account (115614)

ONE Account Check Stop Payment Form (112606)

Pre-Application for Deposit Account at Ameriprise Bank, FSB (117085) 

Investment products are not insured by the FDIC, NCUA or any federal agency, 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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