Traditional IRA - Regular/Spousal
You will need to complete the following forms to open your Traditional Regular/Spousal IRA:
- IRA Enrollment form
- Designation or Change of Beneficiary form
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 - Regular/Spousal (PDF: 157 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.
