Forms & Literature: Forms & Applications: 403(b)(7)
Due to regulatory changes, 403(b) plan participants need to open new accounts through their plan's third-party administrator (TPA) in order to continue to invest in Principal Funds after January 1, 2009. Contact your financial professional or employer to ensure that your salary deduction contributions can continue to be directed to your Principal Funds investment. After December 31, 2008, existing Principal Funds 403(b) accounts will no longer accept new contributions, transfers, or rollovers. An updated custodial agreement reflecting account changes was sent to affected shareholders November 25, 2008.
|Items||Complete & Print|
|403(b)(7) Custodial Agreement
For use with your existing Principal Funds 403(b) account.
|(PDF: 126 KB)|
|403(b)(7) Distribution Request
Request a distribution from a 403(b)(7) account.
|(PDF: 126 KB)|
|Automatic Exchange Election
Establish an automatic exchange of shares between funds in your account.
|(PDF: 73 KB)|
Add or change beneficiaries on your retirement account.
|(PDF: 85 KB)|
|Required Minimum Distribution (RMD) Request
Request a Required Minimum Distribution from your Traditional IRA, SIMPLE IRA, SEP IRA, or 403(b)(7) account.
|(PDF: 90 KB)|
|Retirement Plan Beneficiary
Open a Beneficiary IRA or take distributions from an existing Beneficiary IRA.
|(PDF: 225 KB)|
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