Get the free riversource 1035 exchange form

Resource Life Insurance Co. of New York 20 Madison Ave Ext. P.O. Box 5144 Albany, New York 12205 Annuity Systematic Payout Transaction Request New York Select the Product Type for this request: (Required):

How to fill out riversource 1035 exchange form

How to fill out riversource 1035 exchange form:

1. Begin by carefully reading the instructions provided with the form. These instructions will guide you through the process and ensure that you provide all the required information accurately.
2. Fill out the personal information section, including your name, address, phone number, and Social Security number. Make sure to double-check the accuracy of this information.
3. Provide details about the current contract you are looking to exchange. This may include the contract number, issuing insurance company, and date of issue.
4. Indicate the type of contract you wish to exchange your current policy with. This could be a life insurance policy, annuity, or other qualified contract.
5. Provide information about the new contract you wish to acquire through the exchange. This may include the insurance company name, product name, and contract features.
6. Include any additional information or documents required by the form. This may include a copy of the contract you wish to exchange, supporting documentation, or any special endorsements.
7. Review the completed form to ensure all sections are filled out accurately and completely. Make any necessary corrections or additions before signing and dating the form.
8. If required, obtain any necessary signatures or authorizations from other involved parties, such as your insurance agent or financial advisor.
9. Make copies of the completed form and any supporting documents for your records before submitting it to the appropriate party or insurance company.

Who needs riversource 1035 exchange form:

1. Individuals who have an existing life insurance policy, annuity, or other qualified contract with another insurance company and wish to exchange it for a riversource policy.
2. Policyholders looking to take advantage of the benefits or features offered by riversource products, such as better coverage, lower fees, or enhanced investment options.
3. Individuals who have undergone a change in their financial circumstances or investment goals and require a different type of insurance or annuity contract.
4. Policyholders who are dissatisfied with their current insurance company's customer service, performance, or other factors and are seeking to transfer their policy to a more reputable or suitable provider.

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What is riversource 1035 exchange form?

Riversource 1035 exchange form is a document used to transfer funds from one annuity or life insurance policy to another, without incurring tax penalties.

Who is required to file riversource 1035 exchange form?

Any individual or organization that wants to transfer funds from one riversource annuity or life insurance policy to another must file the riversource 1035 exchange form.

How to fill out riversource 1035 exchange form?

To fill out the riversource 1035 exchange form, you need to provide personal information, policy details, and specify the amount of funds you wish to transfer.

What is the purpose of riversource 1035 exchange form?

The purpose of the riversource 1035 exchange form is to facilitate the tax-free transfer of funds between riversource annuity or life insurance policies.

What information must be reported on riversource 1035 exchange form?

The riversource 1035 exchange form requires reporting of personal information, policy details, and the amount of funds being transferred.