I have two accounts with Ameriprise: a Roth IRA and a VUL.
I sent them a letter requesting the forms necessary to cash out all of my accounts, and listed the account numbers.
They only sent me a form 33300 "Life Insurance Loan or Surrender Request" (forms page), which covers the VUL.
Which form do I need to use to cash out the Roth IRA (Ameriprise Brokerage)? Or am I going about that the wrong way? Do I need to transfer it to some sort of other account and then close that account?