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Ameriprise Financial media kit

Use this media kit to learn the key facts, financial highlights and leadership information on Ameriprise Financial.

Form 402234 - Cost Basis Update Form

Cost Basis Update Form

Form 402286 - SPS Advisor Client Agreement

The SPS Advisor Client Agreement (402286) must be given to client. Do not submit this form to the Home Office.

Form 402331 - Vista Separate Account Program Client Agreement

The Vista Separate Account Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account.

Form 402332 - Investor Unified Account Program Client Agreement

The Investor Unified Account Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account.

Form 402333 - Access Account Program Client Agreement

The Access Account Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account.

Form 402468 – Ameriprise Brokerage Client Agreement

This Agreement contains Ameriprise Financial Services, Inc. account agreements and disclosures required to open a brokerage account.

Form 402469 – Other Important Brokerage Disclosures

This document contains important disclosures which may be applicable to your Brokerage Account and/or related to specific features of your account that you may have selected.

Home Ownership Accelerator Authorized User Form (402516)

Use this form to add an authorized user to your Home Ownership Accelerator account.

Form 402540 - Durable Power of Attorney for Ameriprise Financial Accounts and Products

Enables account owners to designate an attorney-in-fact to act on their behalf on all or only specific Ameriprise Financial accounts.

Form 402541 -Establishing a New Fiduciary

Capture fiduciary information for who is authorized to work on behalf of another person or entity for the account owner's Ameriprise Financial accounts.

Form 402542 - Estate Settlement Claim

This form is used to select a settlement option in the event of the death of a client with a brokerage/managed product, mutual fund, or certificate. Each beneficiary needs to complete their own form.

Form 413074 - Ameriprise SPS Advantage Client Agreement

The Ameriprise SPS Advantage Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account.

Form 413075 - Active Portfolios Client Agreement

The Active Portfolios Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account.

Form 413076 - Select Separate Account Client Agreement

The Select Separate Account Client Agreement must be provided to the client. Do not submit to Home Office. It must be provided to clients at least 48 hours prior to or when entering into an agreement to open an account..

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