Forms Library

Choose a category:

• Retirement Plan Forms (Employer-Sponsored)
• Claim Forms (Employer-Sponsored Products)
• Mutual Fund Forms (Principal Funds, Inc.)
• IRA Forms (Principal Bank IRAs only)
• Health Savings Accounts (HSA) Forms for Participants
• 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 (PDF: 14 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 - Interest Draft Account Policies (PDF: 195 KB)
  • Life Insurance Claim - Lump Sum Payment (PDF: 212 KB)
  • Prescription Drug Claim Form (PDF: 96 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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Mutual Fund Forms (Principal Funds, Inc.)

• 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)

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IRA Forms (Principal Bank IRAs)

• 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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HSA Forms

Change of Beneficiary Form (PDF: 125 KB)
Complete this form to change or designate beneficiaries for your HSA.

HSA CD Application (PDF: 101 KB)
Complete this form to set up a Principal Bank HSA Certificate of Deposit.

HSA Authorized Signer Form (PDF: 76 KB)
Complete this form to designate an Authorized Signer for your Principal HSA. Your Authorized Signer will have the right to transact business for your HSA, including depositing money, writing checks and using a debit card.

HSA Expense Tracking Form (PDF: 57 KB)
Use this form to track distributions from your HSA.

Postage-paid Envelope Request Form
Complete this online form to request postage-paid envelopes to submit HSA deposits to Principal Bank.

Request for Direct Transfer Form (PDF: 18 KB)
Complete this form to transfer an Archer Medical Savings Account (MSA), Individual Retirement Account (IRA) (one-time only) or another HSA to a Principal HSA. Mail the form to Principal Bank.

Rollover Contribution Form (PDF: 86 KB)
Complete this form to roll over funds from an Archer MSA or another HSA to your Principal HSA. Mail the form to Principal Bank.

HSA Disclosures

Principal Bank Terms and Conditions (PDF: 166 KB)

Principal Bank Schedule of Fees (PDF: 62 KB)

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