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Use this form to make withdrawals for your 2012 Required Minimum Distributions. All States except New York.
NY - 403(b) Information Sharing Agreement
Required form for NY annuity replacement sales
Select annuity investment options - required for Dollar Cost Averaging (DCA) and rebalancing on new accounts.
NY - CD Transfer
NY - Additional Payment Receipt
Authorization to disclose information for proposed annuity-to-annuity replacement
Determine if an annuity sale is a replacement sale
Convert a non-RiverSource IRA to a RiverSource Roth IRA annuity
Transfer a Mutual Fund account balance into an existing or new annuity contract
Select your asset allocation model - required for annuities with living benefit riders
Form required when replacing another annuity
Form required when using an annuity to fund a tax deferred retirement plan
Request a distribution that is required for an owner of an IRA contract after age 70 1/2.
Report a death and choose a settlement option for an annuity
Withdraw funds from a TSA (Tax Sheltered Annuity) annuity contract
Transfer annuity proceeds from another institution to RiverSource.
Select a method for calculating regular annual withdrawals prior to the owner
Set up regular withdrawal payments on an annuity
Transfer annuity proceeds from RiverSource to another institution.
Change the agent of record on a contract
Request an annuity withdrawal
NY - Authorization to Disclose
Transfer annuity proceeds from another institution to a RiverSource TSA/TSCA.
Change the address or beneficiary on a contract
Required form for non-spousal ownership arrangements
Report a lost or destroyed annuity contract
Use this form to make withdrawals for your 2012 Required Minimum Distributions. New York only.
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