Forms & Literature: Forms & Applications: Coverdell Education Savings
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)|
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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