Outgoing Annuity Transfer from RiverSource Life
This file contains the necessary form for transferring an annuity from RiverSource Life Insurance to another company. It provides detailed instructions on how to complete the transfer. Use this form to manage your annuity effectively with RiverSource Life.
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How do I fill this out?
Filling out this form requires careful attention to detail. Begin by providing your current account information and the details of the account you are transferring to. Pay close attention to the sections on withholding instructions and acknowledgments to ensure compliance with tax obligations.
How to fill out the Outgoing Annuity Transfer from RiverSource Life?
1
Provide your RiverSource Life account information.
2
Fill out the recipient's account details.
3
Specify the amount to be transferred.
4
Complete withholding instructions as necessary.
5
Sign and date the form to authorize the transfer.
Who needs the Outgoing Annuity Transfer from RiverSource Life?
1
Individuals transferring their retirement savings to another institution.
2
Financial advisors assisting clients with annuity transfers.
3
Clients needing to fulfill RMD requirements from their account.
4
Administrators managing a client's 403(b) or pension plan.
5
Investors looking to exchange non-qualified contracts.
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Make the necessary changes using the editing tools.
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What are the instructions for submitting this form?
To submit this form, first ensure that all sections are completed accurately. You can mail your submission to RiverSource Life Insurance Company at 70100 Ameriprise Financial Center, Minneapolis, MN 55474 or fax it to 1.866.432.9267 for amounts $100,000 and below. Additionally, you can call 1.800.862.7919 for assistance or to check the status of your request.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include the annual deadline for Required Minimum Distributions (RMDs) which typically falls on December 31st. Ensure all transactions are completed by that date to avoid penalties. Review any changes in deadlines for specific financial products relative to your account provisions.
What is the purpose of this form?
The purpose of this form is to facilitate the transfer of assets from RiverSource Life Insurance Company to another financial institution. This process can include exchanges, conversions, or direct rollovers of annuity products. Using this form helps ensure that all necessary information is collected for compliance and tax purposes.
Tell me about this form and its components and fields line-by-line.
- 1. Account Number: The identification number for the RiverSource account.
- 2. Owner Name: The name of the individual or entity that owns the annuity.
- 3. Plan Type: The type of retirement or investment account.
- 4. Amount to be moved: The total dollar amount to be transferred or rolled over.
- 5. Company Name: The name of the company to which the assets are being transferred.
- 6. Advisor/Agent Name: The name of the advisor handling the transfer.
- 7. Withholding Instructions: Instructions for how taxes should be withheld on the transfer.
What happens if I fail to submit this form?
If you fail to submit this form, your transfer request will not be processed, which could delay accessing your funds. Additionally, any tax implications associated with late submissions could arise.
- Delayed Transfer: The transfer of your annuity may be delayed significantly.
- Tax Penalties: Missing the submission may lead to failing to meet RMD requirements, resulting in penalties.
- Compliance Issues: Failing to submit properly may lead to non-compliance with financial regulations.
How do I know when to use this form?
- 1. Rollover of IRA Funds: For transferring IRA accounts to avoid taxes.
- 2. Exchanging Non-Qualified Contracts: If looking to switch investment vehicles.
- 3. Required Minimum Distribution: When fulfilling RMD mandates from retirement accounts.
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