Get the free riversource 1035 exchange form

DOC0103138066 Service address: Resource Life Insurance Co. of New York 70500 Ameriprise Financial Center Minneapolis, MN 55474Outgoing Unqualified 1035 Exchange from Resource Life Insurance Co. of

How to fill out riversource 1035 exchange form

How to fill out riversource 1035 exchange form

1. To fill out the Riversource 1035 exchange form, follow these steps:
2. Begin by downloading the Riversource 1035 exchange form from the official Riversource website.
3. Fill out the first section of the form, providing your personal details such as your name, contact information, and policy number.
4. In the next section, specify the details of your existing policy, such as the insurance company and policy number you currently hold.
5. Indicate the type of policy you wish to exchange into and provide the necessary information for the new policy, including the insurance company name, new policy number, and any additional details required.
6. If you have any additional instructions or requests regarding the exchange, make sure to include them in the designated section.
7. Review the completed form to ensure all information is accurate and up-to-date.
8. Finally, sign and date the form to complete the process.
9. Make a copy of the filled-out form for your records and submit the original form to the Riversource office either through mail or electronically as instructed by the company.
10. Keep track of your submission and follow up with Riversource if necessary.
11. Note: It's always recommended to consult with a financial advisor or contact Riversource directly if you have any specific questions or concerns while filling out the form.

Who needs riversource 1035 exchange form?

1. The Riversource 1035 exchange form is typically needed by policyholders who wish to exchange their existing insurance policy for a new one offered by Riversource.
2. This exchange may be desired for various reasons such as seeking better benefits, different coverage options, or enhanced policy features.
3. Individuals who are dissatisfied with their current policy or find a more suitable alternative from Riversource would typically require the 1035 exchange form.
4. It is advised to review the specific eligibility requirements and guidelines outlined by Riversource to determine if you meet the criteria for utilizing this form.

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What is riversource 1035 exchange form?

The riversource 1035 exchange form is a document used to transfer funds from one life insurance or annuity policy to another, under section 1035 of the Internal Revenue Code.

Who is required to file riversource 1035 exchange form?

Policyholders looking to transfer funds from one life insurance or annuity policy to another are required to file the riversource 1035 exchange form.

How to fill out riversource 1035 exchange form?

To fill out the riversource 1035 exchange form, policyholders must provide personal information, details of the existing policy, information on the new policy, and certify that the exchange meets IRS requirements.

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 life insurance or annuity policies.

What information must be reported on riversource 1035 exchange form?

The riversource 1035 exchange form must include personal information, details of the existing policy, information on the new policy, and certification that the exchange is compliant with IRS regulations.