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Required form for NY annuity replacement sales
Select annuity investment options - required for Dollar Cost Averaging (DCA) and rebalancing on new accounts.
Convert a non-RiverSource IRA to a RiverSource Roth IRA annuity
Transfer a Mutual Fund account balance into an existing or new annuity contract
Form required when replacing another annuity
Select your asset allocation model - required for annuities with living benefit riders
Transfer annuity proceeds from another institution to RiverSource.
Form required when using an annuity to fund a tax deferred retirement plan
Withdraw funds from a TSA (Tax Sheltered Annuity) annuity contract
Report a death and choose a settlement option for an annuity
Transfer annuity proceeds from another institution to a RiverSource TSA/TSCA.
Request a distribution that is required for an owner of an IRA contract after age 70 1/2.
Select a method for calculating regular annual withdrawals prior to the owner
Request an annuity withdrawal
Set up regular withdrawal payments on an annuity
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