Forms Library

Choose a category:

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

Retirement Plan Forms (Employer-Sponsored)

• Beneficiary Form (PDF: 140 KB)

To access additional retirement plan forms and tools, login to the Principal Retirement Service Center^®. Some examples of tools or forms you can access include:

• 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)
    

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Mutual Fund Forms (Principal Investors Fund, 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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