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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
• Principal Bank 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)
  • Accelerated Life Insurance Benefit Form (PDF: 188 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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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)

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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Principal Bank Health Savings Account (HSA) Forms for Participants

• HSA Change of Beneficiary Form (PDF: 125 KB)
  Complete this form to change or designate beneficiaries for your Principal Bank HSA.
• HSA Authorized Signer Form (PDF: 76 KB)
  Complete this form to designate an Authorized Signer for your Principal Bank HSA. Your Authorized Signer will have the right to transact business for your Principal Bank 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 Principal Bank HSA.
• 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 Bank 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 Bank HSA. Mail the form to Principal Bank.
• Principal Bank HSA Disclosures:
  • Principal Bank Terms and Conditions (PDF: 166 KB)
  • Principal Bank Schedule of Fees (PDF: 62 KB)

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