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Forms & Literature: Forms & Applications: Coverdell Education Savings

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Automatic Exchange Election
Establish an automatic exchange of shares between funds in your account.

download PDF (PDF: 66 KB)
Automatic Investment Plan
Establish automatic investments into your Principal Funds account from your checking or savings account.

download PDF (PDF: 59 KB)
Beneficiary Designation
Add or change beneficiaries on your retirement account.

download PDF (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.

download PDF (PDF: 35 KB)
Education Savings Account (ESA) Application
Establish a Coverdell Education Savings Account (ESA).

download PDF (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.

download PDF (PDF: 394 KB)
Education Savings Account (ESA) Distribution
Request a distribution from a Coverdell Education Savings Account (ESA).

download PDF (PDF: 282 KB)
Education Savings Account (ESA) Transfer Request
Transfer a Coverdell Education Savings Account (ESA) from another institution to Principal Funds.

download PDF (PDF: 428 KB)
Electronic Funds Transfer
Establish banking information on your account to facilitate electronic purchases and redemptions.

download PDF (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). 

download PDF (PDF: 66 KB)



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