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Request for Direct Rollover to a Traditional IRA

The Request for Direct Rollover to a Traditional IRA form is located behind the login. In order to access this form, you will need to select "Personal" from the Account Login drop-down menu found at www.principal.com and login to your account.

Want more information? Get step-by-step instructions for Accessing Account Information on Principal.com (PDF: 453 KB).

Once you've logged in, go to the Account Summary for your IRA, click "More Service" in the left navigation and click the rollover/transfer form.

When accessing the request for direct rollover to a Traditional IRA form in the future, please go to principal.com or principalbank.com and log in to your account by selecting "Personal" from the drop down menu.

Related Links

Stretching your IRA
Discover how your IRA assets can create significant income for your loved ones over time.

Go to Stretch IRA

Calculators
Discover a variety of solutions and options for your financial needs

Go to Financial Calculators

Checking Accounts
Free ATM transactions, free BillPay, free online cleared images. What more could you need?

Go to Checking Accounts

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

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