Traditional IRA - Qualified or Tax Sheltered Plan
You will need to complete the following forms to open your Traditional IRA from a Qualified or Tax Sheltered Plan:
- IRA Enrollment form
- Designation or Change of Beneficiary form
- Request for Direct Rollover to a Traditional IRA
In addition, you need to read the following disclosures:
Principal Bank Terms and Conditions (PDF: 199 KB)
IRA Custodial Account Agreement (PDF: 235 KB)
Once you've read the disclosures, fill out and print the following form:
Traditional IRA - Qualified or Tax Sheltered Plan (PDF: 323 KB)
Once printed, sign and send the form along with your deposit to:
IRA Department
Principal Bank
PO Box 9351
Des Moines, IA, 50306-9467
Thank you for choosing Principal Bank.
