Request a Distribution
Use the forms below to request a distribution or redemption from your Principal Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, or 403(b)(7) account.
Submit completed forms to your financial professional or directly to Principal Funds.
Mail completed forms to:
P.O. Box 8024
Boston, MA 02266-8024
For overnight delivery:
30 Dan Road
Canton, MA 02021-2809
|403(b)(7) Distribution Request|
Request a distribution from your 403(b)(7) account.
Establish 72(t) distributions from your Traditional IRA, Roth IRA, SIMPLE IRA, or SEP IRA.
|Education Savings Account (ESA) Distribution|
Request a distribution from a Coverdell Education Savings Account (ESA).
Request a non-mandatory distribution from your Traditional IRA, Roth IRA, SIMPLE IRA, or SEP IRA account.
|Non-Qualified Redemption Request|
Request a one-time distribution from your non-retirement account.
|Required Minimum Distribution (RMD) Request|
Request a Required Minimum Distribution from your Traditional IRA, SIMPLE IRA, SEP IRA, or 403(b)(7) account.
|Retirement Plan Beneficiary|
Open a Beneficiary IRA or take distributions from an existing Beneficiary IRA.