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:

Principal Funds
P.O. Box 8024
Boston, MA 02266-8024

For overnight delivery:

Principal Funds
30 Dan Road
Canton, MA 02021-2809

Form Name
403(b)(7) Distribution Request
Request a distribution from your 403(b)(7) account.
 Download
72(t) Distribution
Establish 72(t) distributions from your Traditional IRA, Roth IRA, SIMPLE IRA, or SEP IRA.
 Download
Education Savings Account (ESA) Distribution
Request a distribution from a Coverdell Education Savings Account (ESA).
 Download
IRA Distribution
Request a non-mandatory distribution from your Traditional IRA, Roth IRA, SIMPLE IRA, or SEP IRA account.
 Download
Non-Qualified Redemption Request
Request a one-time distribution from your non-retirement account.
 Download
Required Minimum Distribution (RMD) Request
Request a Required Minimum Distribution from your Traditional IRA, SIMPLE IRA, SEP IRA, or 403(b)(7) account.
 Download
Retirement Plan Beneficiary
Open a Beneficiary IRA or take distributions from an existing Beneficiary IRA.
 Download
Contact us
Have a question or need assistance? Call our customer service representatives at 800-222-5852, opt. 3, Monday-Friday, 7 a.m.-7 p.m. CT.