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Resource Life Insurance Company 70100 Ameriprise Financial Center Minneapolis, MN 55474 Outgoing Annuity Tax-Qualified Transfer, Exchange, Conversion or Direct Rollover from Resource Life Insurance
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How to fill out riversource form 30482
How to fill out riversource outgoing annuity transfer:
01
Gather all necessary documents such as the annuity policy number, account information, and any relevant forms provided by riversource.
02
Carefully read and understand the instructions for filling out the transfer form.
03
Fill in your personal information accurately, including your name, address, and contact details.
04
Provide the necessary information about the annuity account you want to transfer, such as the account number, policyholder's name, and current address.
05
Indicate the type of transfer you want to make, whether it is a partial or full transfer.
06
Specify the receiving institution or company where you want to transfer the annuity funds.
07
Provide the necessary information about the receiving institution, such as their name, address, and contact details.
08
If required, attach any additional documents requested by riversource, such as a letter of acceptance from the receiving institution.
09
Review the filled-out form for any errors or missing information and make corrections if necessary.
10
Sign and date the form, and make a copy for your records before submitting it to riversource.
Who needs riversource outgoing annuity transfer:
01
Individuals who have an annuity account with riversource and wish to transfer their funds to another institution or company.
02
Those who are looking for better investment options or benefits offered by another company.
03
Individuals who want to consolidate their annuity accounts or streamline their finances by transferring multiple annuity policies into one account.
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People Also Ask about
Is RiverSource the same as Ameriprise?
RiverSource (RiverSource Life Insurance Company) is a US-based Investment management and life insurance firm which is a subsidiary of Ameriprise Financial, Inc. RiverSource is made up of RiverSource Investments, RiverSource Annuities, and RiverSource Insurance and is based in Minneapolis.
How do I contact RiverSource variable annuity?
If you can't find the forms you need, contact us or call 800.862. 7919.
What is Form 140838?
Insurance and Annuity Death Claim Statement. Page 1. 140838.
Who owns RiverSource annuities?
Ameriprise Financial announces the RiverSource brand. The brand includes insurance, annuities and investment products and is focused on growing and protecting client income through retirement.
Can you gift an annuity to a trust?
The new owner of the annuity can start receiving payments, change beneficiaries, and cash out the policy whenever they want. To give the annuity away, you simply contact the insurance company and state that you want to gift the ownership of the annuity policy to someone else or a trust.
Can I transfer my annuity to another provider?
If you need to change annuity companies, you can safely conduct the switch using a 1035 exchange. The designation refers to the Internal Revenue code section that allows and governs this action. Taxpayers can complete a 1035 transfer to move certain insurance products from one insurer to another.
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What is riversource form 30482?
Riversource form 30482 is a tax form used to report income or financial information specific to certain entities or individuals within the Riversource system.
Who is required to file riversource form 30482?
Entities or individuals who have specific income or financial reporting obligations under the Riversource regulations are required to file form 30482.
How to fill out riversource form 30482?
To fill out riversource form 30482, follow the instructions provided on the form, which typically require entering personal or business information, income details, deductions, and any other relevant financial data.
What is the purpose of riversource form 30482?
The purpose of riversource form 30482 is to collect necessary financial information from filers to ensure compliance with tax regulations and to assess any applicable taxes or adjustments.
What information must be reported on riversource form 30482?
Reported information on riversource form 30482 typically includes personal or business identification, income amounts, deductions, credits, and any other financial transactions relevant to the reporting period.
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