Forms Library

Choose a category:

• Retirement Plan Forms (Employer-Sponsored)
• Claim Forms (Employer-Sponsored Products)
• Principal Funds, Inc. Mutual Fund Forms
• Brokerage Account Forms
• Principal Bank IRA Forms
• Do Not Contact/Call Form

Retirement Plan Forms (Employer-Sponsored)

• Beneficiary Form (PDF: 140 KB)
• Principal Trust^SM Target Date Collective Investment Funds Termination Form (Word Doc)
• Principal Trust^SM to Retirement Funds Termination Form (Word Doc)
• Principal Trust^SM to Retirement Funds Plan and Declaration of Trust (PDF: 15 KB)

» Login to access additional retirement plan forms and tools, including:

• Changing your beneficiary
• Changing your contribution amount
• Transferring existing balances
• Rolling over assets

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Claim Forms (Employer-Sponsored Products)

• Online submissions:
  • Disability Insurance Claim
  • Life Insurance Claim - to be completed by Employers
• Printable versions:
  • Disability Insurance Claim (PDF: 242 KB)
  • Life Insurance Claim (PDF: 212 KB)
  • Accelerated Life Insurance Benefit Form (PDF: 188 KB)
  • Prescription Drug Claim Form (PDF: 96 KB)
  • Authorization for Release of Personal Health Information (PDF: 119 KB)
  • Attending Physician’s Statement  (PDF: 124 KB)
  • Beneficiary Form (PDF: 195 KB)

Need more claims information?

• Login to review existing claim activity.
• Review these How To Submit a Claim instructions or find out What's on an ID Card (PDF: 100 KB).
• Check out our Group Claim & Benefit Services section.

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Principal Funds, Inc. Mutual Fund Forms

• Download a prospectus for A, B & C shares
• Download a prospectus for J shares
• Request a prospectus be mailed to you (A, B & C shares)
• Request a prospectus be mailed to you (J shares)

» For more Principal Fund forms, go to the forms section of principalfunds.com

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Brokerage Account Forms

• Request Electronic Delivery of Documents (PDF: 32 KB)
• Request Wire Transfers (PDF: 77 KB)
• Request IRA Distribution (PDF: 349 KB)
• Designate a Beneficiary for a Brokerage IRA (PDF: 358 KB)
• ACH Debit or Credit Authorization (PDF: 37 KB)

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Principal Bank IRA Forms

• IRA Distribution Form
• IRA Contribution Form
• IRA Designation or Change of Beneficiary Form
• Request for Direct Rollover to a Traditional IRA

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