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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.
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 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..
Form 38111 - RVSLNY Death Claim Settlement
Use this form to apply benefits in the event of a death
RVSLNY Change of Beneficiary (38120)
Use this form to process a change of beneficiary
Form 15028 - Account Features Application
Use this form to move Ameriprise ONE Financial Account features from another account, to move Ameriprise ONE Financial Account features to your account or add margin to your account.
Form 200808 - Incoming Account Transfer/Exchange/Direct Rollover
This form can be used to transfer or rollover assets in an individual retirement or qualified plan account from another financial institution to Ameriprise certificates, Columbia funds, RiverSource Life and Annuity, and Ameriprise Financial, Inc.. This form cannot be electronically submitted in ...
Form 404058 - Authorization to add a new owner to an existing account
Use this form to add a new owner to an existing Ameriprise Financial account.
Form 8340 - Brokerage Option Approval
Use this form to obtain brokerage option approval and to indicate investment strategy preferences.
ISA - Information Share Agreement
Use this form to acknowledge that Ameriprise Financial and its affiliated companies can share information with a plan sponsor for compliance with final 403(b) regulations.
Form 3110 - Tax Sheltered Custodial Agreement
Use this agreement to establish a Tax-Sheltered Custodial Account under code section 403(b)(7) on behalf of each employee named in the Ameriprise Tax-Sheltered Account Agreement application.
Form 200758 - Employer Information Form
Use this form to provide 403(b) sponsor contact and Third Party Administrator (TPA) information.
Results 16 – 30 of 73
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