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Prepare the letter of instruction Ameriprise requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 5
Which institution holds the account, and the capacity you are writing in.
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Send it to Ameriprise's estate/claims department: Ameriprise Financial Services, Inc., 70010 Ameriprise Financial Center, Minneapolis, MN 55474. You can reach the department at 1-800-862-7919.
Ameriprise lists these among its required documents: Certified copy of death certificate (obtain multiple copies; insurance/annuity claims may not accept photocopies); Estate Settlement Claim Form (Form 116189 for beneficiary-directed brokerage/IRA claims); Insurance/Annuity Death Claim Form (Form 140838 for RiverSource Life claims); Death Claim Statement (Form 38111 for RiverSource Life of New York claims). The prepared letter includes an enclosure checklist drawn from Ameriprise's recorded requirements.
Several business days once all documents received in good order
Ameriprise provides its own letter-of-instruction/claim form. We prepare a transmittal cover letter and an enclosure checklist to accompany that form.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
