Ameriprise Fax Numbers for RiverSource Annuity Forms

Ameriprise publishes annuity faxes, not a brokerage fax

Ameriprise’s customer-service page, its contact page, its brokerage contact page and its secure-site contact page all list zero fax numbers. The numbers that exist sit on RiverSource forms, and RiverSource is the Ameriprise annuity company, not the brokerage.

That distinction matters more here than on most pages. Ameriprise client paperwork is advisor-routed: if you have an Ameriprise financial advisor, your forms go through that advisor’s office, and the office gives you its own destination. A brokerage client who faxes account paperwork to a RiverSource annuity processing center has sent it to a unit that does not hold the account.

Both published lines also carry a dollar rule. Fax is available on the transfer form for requests at or below $100,000, and withdrawals above $100,000 need an original signature that a fax cannot supply.

What people fax to RiverSource

The two published forms cover most of what gets faxed:

• Transfer, 1035 exchange, conversion or IRA rollover into a RiverSource annuity, on form 30482, at or below $100,000
• Annuity withdrawal and required minimum distribution requests, on form 955332
• Supporting pages that go with either: a statement from the surrendering company, a beneficiary or trustee page, a signature page

A transfer packet with a prior-carrier statement attached usually runs five to ten pages, which is past the free monthly allowance and inside one credit pack.

The processing centers take documents in, they do not answer

These are intake lines at a processing center. Forms arrive, a processor works them, and RiverSource responds by mail, by phone, or through your advisor. Nothing comes back by fax and there is no fax acknowledgment.

A delivery receipt is the record that closes that loop. FaxTerra confirms the moment the receiving machine accepted your pages and records the time and page count, which matters on a transfer where a market date is involved.

Verify the number before you send

• Read the fax number and the dollar rule off the RiverSource form you downloaded. Both are printed in the return-instructions block, and the dollar rule decides whether fax is allowed at all.
• If you have an Ameriprise advisor, ask the advisor’s office where to send the document. Advisor-routed paperwork does not go to a published number.
• Ignore numbers from contact-aggregator sites. Ameriprise sold its auto and home insurance business, and numbers still circulating for it no longer reach Ameriprise.
• Never fax wire instructions, a full bank routing and account pair, or login credentials. A sent fax cannot be recalled.

How to fax Ameriprise without a fax machine

Create a free FaxTerra account with an email address, upload the signed form as a PDF or as photos from your phone, enter the RiverSource number printed on the form, and send. A delivery confirmation arrives by email.

A short form sends free within your monthly free pages, and a transfer packet is covered by a one-time credit pack from about 10¢ a page. See how to send a fax for accepted files and page limits, faxing financial documents for the wider process, and the E*TRADE guide for a broker that does publish a general account-forms fax.