Forms & Literature: Forms & Applications: Transfer Your Account
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|Education Savings Account (ESA) Transfer Request
Transfer a Coverdell Education Savings Account (ESA) from another institution to Principal Funds.
|(PDF: 428 KB)|
|IRA Rollover Statement
Use this form if you have received a distribution made payable to you from an IRA, or as an eligible rollover distribution from a qualified plan, and would like to roll over the funds into a Principal Funds IRA.
|(PDF: 288 KB)|
|IRA Transfer/Direct Rollover Request
Use this form for a Trustee-to-Trustee Transfer/Rollover of a Traditional IRA, Roth IRA, or Rollover IRA from another institution to Principal Funds.
|(PDF: 756 KB)|
Transfer a non-retirement Certificate of Deposit (CD), mutual fund, or other investment to Principal Funds.
|(PDF: 51 KB)|
|SEP IRA Transfer/Direct Rollover Request
Transfer a SEP IRA (or roll over a qualified plan) from another institution to a SEP IRA with Principal Funds.
|(PDF 381 KB)|
|SIMPLE IRA Transfer Request
Transfer a SIMPLE IRA from another institution to a SIMPLE IRA with Principal Funds.
|(PDF: 280 KB)|
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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.
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