Account service forms
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- Outgoing Annuity Tax Qualified Transfer or Direct Rollover from RiverSource Life Insurance Company (30482)
- Bank Authorization - Incoming Money (402154)
- 403(b) Distribution form (200702) - For RiverSource Life Insurance Company
- Outgoing Non-Qualifed 1035 Exchange from RiverSource Life Insurance Company (30481)
- Estate Settlement Instructions (3248-inst)
- Insurance and Annuity Death Claim Statement (33047)
- Annuity Surrender Form (33442)
- Cash Distribution (200194)
- Change of Beneficiary - Life and Annuities (33032)
- Change of Ownership/Annuitant (F-120)
- Annuity Systematic Payout Transaction Form (200054)
- Systematic Payout - Outgoing Money (402155)
Ameriprise Bank, FSB an Equal Housing Lender and Member FDIC, provides deposit, lending, and personal trust products to Ameriprise Financial Services, Inc. Ameriprise Bank and Ameriprise Financial Services are subsidiaries of Ameriprise Financial, Inc. Ameriprise financial advisors may receive compensation for selling bank products. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Some products and services may not be available in all jurisdictions or to all clients.
Investment products made available through Ameriprise Financial are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involves investment risks, including possible loss of principal and fluctuation in value.
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- 403(b) Distribution form - Instructions (200702-inst)
- 403(b) Distribution form for RiverSource Life Insurance Co. of NY (138064)
- 403(b) Distribution form – Instructions for RiverSource Life Insurance Co. of NY (138064-inst)
A
- Account Transfer Form – Transfer Assets to Ameriprise acct. ending in -021 (8104)
- Account Transfer Form – Transfer Assets to Ameriprise acct. ending in -133 (402181)
- Account Transfer form, instructions (402181-inst)
- ACH Stop Payment Request (404055)
- ACH Stop Payment Release (404056)
- ACH Transfer Request (404062)
- Add Ameriprise ONE® Financial Account Banking and Card Features (15028)
- Add an Owner (404058)
- Address Change
- Ameriprise Brokerage Investment Club Agreement (8112)
- Affidavit of Domicile (8103)
- Annuity Surrender Form (33442)
- Annuity Surrender Form for RiverSource Life Insurance Co. of NY (138060)
- Annuity Systematic Payout Transaction Form (200054)
- Annuity Systematic Payout Transaction Form for RiverSource Life Insurance Co. of NY (200158)
- Apply for Auto Insurance
- Apply for Home Insurance
- Auto Claim
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- Cancellation and Refund Request
- Cancellation and Refund Request Instructions
- Cash Distribution (200194)
- Certificate of Authority (402456)
- Certificate of Sole Proprietor (2186)
- Change Default Lot Relief Method for Non-Qualified Accounts – Equities Only (402459)
- 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 Beneficiary - IRAs - Instructions (3993-inst)
- Change of Ownership (402197)
- Change of Ownership/Annuitant (F-120)
- Change of Ownership/Annuitant - for RiverSource Life Insurance Co. of NY (38105)
- Characteristics and Risks of Standard Options - Brokerage Option Approval
- Check Stop Payment Request (404060)
- Check Stop Payment Release (404059)
- Client Agreement – Ameriprise Brokerage Agreement (402468)
- Client Agreement – Other Important Brokerage Disclosure (402469)
- Cost basis update form (402234)
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- Electronic Funds Transfer - ACH Authorization (402037)
- Employer Information Form (200758)
- Estate Settlement (3248)
- Estate Settlement Instructions (3248-inst)
- 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 Proprietary Account Transfer and Direct Rollover (200808)
- External TSA/TSCA Account Transfer and Direct Rollover to RiverSource Life Insurance Co. of New York (38262)
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Home Ownership Accelerator Authorized User Form (402516)
I
- Initial Notification of Death (402102)
- Insurance and Annuity Death Claim Statement (33047)
- Insurance and Annuity Death Claim Statement for RiverSource Life Insurance Co. of NY (38111)
- Insurance Premium Credit Card Authorization (402243)
- Insurance Premium Credit Card Authorization for RiverSource Life Insurance Co. of NY (200523)
- Insurance Loan and Surrender Form (33300)
- Insurance Loan and Surrender Form for RiverSource Life Insurance Co. of NY (38300)
- IRA or Roth IRA Recharacterization Request (591)
- ISA - Information Share Agreement
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- Open an Ameriprise ONE® Financial Account
- Open an Annuity
- Open a Banking Account
- Open a Brokerage Account
- Open a Custodial Account
- Open an IRA Account (200745)
- Open a Mortgage Account
- Open a Mutual Fund
- Open a Trust Account
- 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)
P
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Company (402124)
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Co. of New York (402125)
- Partial 1035 Exchange Withdrawal Disclosure Statement (Non-Qualified Annuities Only) (402124)
- Partial 1035 Exchange Withdrawal Disclosure Statement (Non-Qualified Annuities Only) for RiverSource Life Insurance Co. of NY (402125)
- Payroll Direct Deposit (8321)
- Privacy Notice - IRA Account
- Privileged Asset Annuitization Date Change Form - National (6888)
- Privileged Asset Annuitization Date Change Form - New York (6888-NY)
- Privileged Asset Annuity Change of Ownership Form (51499F)
- Privileged Asset Annuity Change of Beneficiary Form (51498H)
- Privileged Asset Annuity Withdrawal Request Form
- Purchase Instruction Receipt - Change of Beneficiary, IRAs (3247)
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- Request Documents (ID Cards or Declaration Page)
- RiverSource Client Agreement (402122)
- Rollover Request (8104)
S
- Statement of Disability (200458)
- Systematic Payout - Outgoing Money (402155)
- Systematic Payout - Outgoing Instructions (402155-inst)
T
- Tax Sheltered Custodial Agreement (3110)
- Traditional, SEP, or Simple Annuity IRA to Roth IRA Internal Conversion (402430)
- Traditional, SEP or Simple IRA to Roth IRA Internal Conversion (4238)
- Traditional to Roth IRA Conversion for RiverSource Life Insurance Co. of NY (38047)
- Transaction Authorization Form (402242)
- Transfer on Death Agreement Form (3214)
- Transfer on Death Agreement Form - Instructions (3214-inst)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – RAVA (35033)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – Non-RAVA (30023)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans - Non-RAVA for RiverSource Life Insurance Co. of NY (38024)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – RAVA - for RiverSource Life Insurance Co. of NY (138023)
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Ameriprise Bank, FSB an Equal Housing Lender and Member FDIC, provides deposit, lending, and personal trust products to Ameriprise Financial Services, Inc. Ameriprise Bank and Ameriprise Financial Services are subsidiaries of Ameriprise Financial, Inc. Ameriprise financial advisors may receive compensation for selling bank products. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Some products and services may not be available in all jurisdictions or to all clients.
Investment products made available through Ameriprise Financial are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involves investment risks, including possible loss of principal and fluctuation in value.
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Investments
Open an account
- Ameriprise Brokerage Agreement (402468)
- Other Important Brokerage Disclosures (402469)
- Ameriprise Brokerage Investment Club Agreement (8112)
- Open an IRA Account (200745) | Privacy Notice
- Open a Mutual Fund
- Open a Brokerage Account
- Open an Ameriprise ONE® Financial Account
- Open a Custodial Account
- Open a Trust Account
- Open an Annuity
- Certificate of Sole Proprietor (2186)
Account Funding and Money Movement
- Account Transfer Form – Transfer Assets to Ameriprise acct. ending in -021 (8104)
- Account Transfer Form – Transfer Assets to Ameriprise acct. ending in -133 (402181)
- Account Transfer form, instructions (402181-inst)
- Electronic Funds Transfer - ACH Authorization (402037)
- Payroll Direct Deposit (8321)
- Systematic Payout - Outgoing Money (402155)
- Systematic Payout - Outgoing Instructions (402155-inst)
- Bank Authorization - Incoming Money (402154)
- Cash Distribution (200194)
- Qualified Plans Distribution Form (4292)
- Gifting of Securities from Ameriprise Brokerage, Ameriprise® Managed Accounts and SPS Advantage Account to External Firm (402011)
- 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 Annuitization Date Change Form - National (6888)
- Privileged Asset Annuitization Date Change Form - New York (6888-NY)
- 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 Loan and Surrender Form (38300) - For RiverSource Life Insurance Co. of New York
- Insurance Premium Credit Card Authorization (402243)
- Insurance Premium Credit Card Authorization (200523) - For RiverSource Life Insurance Co. of New York
- Annuity Surrender Form (33442)
- Annuity Surrender Form (138060) - For RiverSource Life Insurance Co. of New York
- Annuity Systematic Payout Transaction Form (200054)
- Annuity Systematic Payout Transaction Form (200158) - For RiverSource Life Insurance Co. of New York
- Traditional, SEP, or Simple Annuity IRA to Roth IRA Internal Conversion (402430)
- IRA or Roth IRA Recharacterization Request (591)
- Traditional, SEP or Simple IRA to Roth IRA Internal Conversion (4238)
- Statement of Disability (200458)
- External IRA/Keogh Account Transfer to RiverSource Life Insurance Co. of New York (38048)
- External IRA Direct Rollover to RiverSource Life Insurance Co. of New York (38413)
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Company (402124)
- Partial 1035 Exchange Withdrawal from RiverSource Life Insurance Co. of New York (402125)
- Partial 1035 Exchange Withdrawal Disclosure Statement (Non-Qualified Annuities Only) (402124)
- Partial 1035 Exchange Withdrawal Disclosure Statement (Non-Qualified Annuities Only) (402125) - For RiverSource Life Insurance Co. of New York
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
- 403(b) Distribution form – Instructions (138064-inst) - For RiverSource Life Insurance Co. of New York
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – RAVA (35033)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – Non-RAVA (30023)
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans – RAVA (138023) - For RiverSource Life Insurance Co. of New York
- TSA Loan Note, Agreement & Pledge for Salary Reduction Plans - Non-RAVA (38024) - 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)
- External TSA/TSCA Account Transfer and Direct Rollover to RiverSource Life Insurance Co. of New York (38262)
- 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 (38047) - For RiverSource Life Insurance Co. of New York
- Brokerage Option Approval Form (8340) | Characteristics and Risks of Standard Options
Account Maintenance
- Change of Ownership (402197)
- Change of Ownership/Annuitant (F-120)
- Change of Ownership/Annuitant (38105) - For RiverSource Life Insurance Co. of New York
- RiverSource Client Agreement (402122)
- Certificate of Authority (402456)
- Change Default Lot Relief Method for Non-Qualified Accounts – Equities Only (402459)
- Transfer on Death Agreement Form (3214)
- Transfer on Death Agreement Form - Instructions (3214-inst)
- Change of Beneficiary - Life and Annuities (33032)
- Change of Beneficiary - Life and Annuities - Instructions (33032-inst)
- Change of Beneficiary - Life and Annuities (38120) - For RiverSource Life Insurance Co. of New York
- Change of Beneficiary - IRAs - Instructions (3993-inst)
- Change of Beneficiary - IRAs (3993) | Purchase Instruction Receipt (3247)
- Duplicate statement request (402239)
- Transaction Authorization Form (402242)
Estate Settlement
- Initial Notification of Death (402102)
- Estate Settlement Instructions (3248-inst)
- Estate Settlement (3248)
- Affidavit of Domicile (8103)
- RiverSource Client Agreement (402122)
- Insurance and Annuity Death Claim Statement (33047)
- Insurance and Annuity Death Claim Statement (38111) - For RiverSource Life Insurance Co. of New York
Auto and Home Insurance
Banking and Lending
- Open a Banking Account
- Open a Mortgage Account
- New Account Agreement (404070)
- Direct Deposit
- ACH Transfer Request (404062)
- ACH Stop Payment Request (404055)
- ACH Stop Payment Release (404056)
- Add an Owner (404058)
- Home Ownership Accelerator Authorized User Form (402516)
- Check Stop Payment Request (404060)
- Check Stop Payment Release (404059)
- Wire Transfer Request (404063) (For all incoming wire transfers, please use routing and transit # 091071611.)
Ameriprise Bank, FSB an Equal Housing Lender and Member FDIC, provides deposit, lending, and personal trust products to Ameriprise Financial Services, Inc. Ameriprise Bank and Ameriprise Financial Services are subsidiaries of Ameriprise Financial, Inc. Ameriprise financial advisors may receive compensation for selling bank products. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Some products and services may not be available in all jurisdictions or to all clients.
Investment products made available through Ameriprise Financial are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involves investment risks, including possible loss of principal and fluctuation in value.
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