Forms & Literature: Forms & Applications: Coverdell Education Savings
Complete & Print
|Automatic Exchange Election
Establish an automatic exchange of shares between funds in your account.
|(PDF: 66 KB)|
|Automatic Investment Plan
Establish automatic investments into your Principal Funds account from your checking or savings account.
|(PDF: 59 KB)|
Add or change beneficiaries on your retirement account.
|(PDF: 51 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: 35 KB)|
|Education Savings Account (ESA) Application
Establish a Coverdell Education Savings Account (ESA).
|(PDF: 635 KB)|
|ESA Custodial Agreement (IRS Form 5305-EA)
Review this document before establishing a Coverdell ESA, and keep a copy for your records.
|(PDF: 394 KB)|
|Education Savings Account (ESA) Distribution
Request a distribution from a Coverdell Education Savings Account (ESA).
|(PDF: 282 KB)|
|Education Savings Account (ESA) Transfer Request
Transfer a Coverdell Education Savings Account (ESA) from another institution to Principal Funds.
|(PDF: 428 KB)|
|Electronic Funds Transfer
Establish banking information on your account to facilitate electronic purchases and redemptions.
|(PDF: 176 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: 66 KB)|
To obtain a prospectus, download online or call Sales Support at 1.800.787.1621
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.
Investing involves risk, including possible loss of principal.
Principal Funds are distributed by Principal Funds Distributor, Inc.
Not FDIC Insured - May Lose Value - No Bank Guarantee