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How to Establish a New Account

Step 1

Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by:

Step 2

Complete the appropriate account application by following the instructions on the form.

Be sure to include Investment Representative information on the application to avoid processing delays. If you do not have a relationship with a financial professional, please contact us for a referral.

Step 3

Mail the signed application and check according to the instructions on the application.

Regular Mail Address
ABC Shares

Regular Mail Address
 J Shares

Overnight Mail Address

Principal Funds
PO Box 8024
Boston, MA 02266-8024

Principal Funds
PO Box 55904
Boston, MA 02266-8024

Principal Funds
30 Dan Road
Canton, MA 02021-2809

By Wire

If the application was sent overnight to Principal Funds at the above address, and an account number has been obtained, the funds may be wired to:

Name of Bank: State Street Bank & Trust
BFDS as Agent for Principal Funds
ABA Routing Number: 011-000-028
DDA Number: 99056707
For credit to: Principal Funds
Ref: Investor’s Name and Fund/Account Number

Need Help?

If you have any questions about opening a new account or completing the application, please contact your financial professional or call us at 1.800.222.5852.



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

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