Forms & Literature: Forms & Applications: Coverdell Education Savings
| Item | Complete & Print |
| Automatic Exchange Election Establish an automatic exchange of shares between funds in your account. |
 (PDF: 73 KB) |
| Automatic Investment Plan Establish automatic investments into your Principal Funds account from your checking or savings account. |
(PDF: 90 KB) |
| Beneficiary Designation Add or change beneficiaries on your retirement account. |
(PDF: 85 KB) |
| Direct Deposit Authorization Form Establish a Direct Deposit plan to automatically deposit all or part of your paycheck, social security, or government agency payments, directly to your Principal Funds account. |
(PDF: 110 KB) |
| Education Savings Account (ESA) Application Establish a Coverdell Education Savings Account (ESA). |
(PDF: 874 KB) |
| ESA Custodial Agreement (IRS Form 5305-EA) Review this document before establishing a Coverdell ESA, and keep a copy for your records. |
(PDF: 391 KB) |
| Education Savings Account (ESA) Distribution Request a distribution from a Coverdell Education Savings Account (ESA). |
(PDF: 111 KB) |
| Education Savings Account (ESA) Transfer Request Transfer a Coverdell Education Savings Account (ESA) from another institution to Principal Funds. |
(PDF: 162 KB) |
| Electronic Funds Transfer Establish banking information on your account to facilitate electronic purchases and redemptions. |
(PDF: 55 KB) |
| Rights of Accumulation (ROA)/Statement of Intent (SOI) Notify us of accounts eligible for linking under Rights of Accumulation (ROA), or establish a Statement of Intent (SOI). |
(PDF: 67 KB) |
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