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IRA Designation or Change of Beneficiary Form

This form is used to designate or change a beneficiary on your existing Principal Bank IRA.

  1. Complete all requested information (be sure to indicate relationship and percentages)
  2. Print the form
  3. Make sure all necessary parties sign
  4. Send to:
    IRA Department
    Principal Bank
    PO Box 9351
    Des Moines, IA 50306-9467

Once we receive the completed and signed form, it will supersede any other that is currently on file.

Open form (PDF: 120 KB)

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Have a question? Contact a bank customer service representative at 1.800.672.3343 or via e-mail.

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