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.
- If you already have a "Personal" username and password, you can login here.
- If you do not have a "Personal" login, or if you're unsure, go to Establish Your Username and Password.
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.