IRA Forms
Principal Bank offers forms for use in servicing your existing Principal Bank IRA. Just complete the form online, print it on your printer, sign and send the form to the bank at the address listed with each form. Select the specific form you need below:
IRA Distribution Form - Use this form to request a distribution from your Principal Bank Traditional, Roth or Safe Harbor IRA. We must receive this form prior to processing any distribution.
IRA Contribution Form - Use this form to tell us which type of IRA, which tax year and which existing Principal Bank account you're contributing to.
IRA Designation or Change of Beneficiary Form - Use this form to designate a new or additional beneficiary for your existing Principal Bank Traditional, Roth or Safe Harbor IRA.
Request for Direct Rollover to a Traditional IRA - Use this form to assist in moving eligible retirement plan assets to a Traditional IRA. Your employer's plan may require additional documentation so please contact your current plan administrator to determine rollover eligibility.
Note: Qualified plan assets may not be directly rolled over to a Roth IRA.
Request for Transfer or Conversion to an IRA - Use this form to request a direct transfer or conversion of assets from one IRA to another.
