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Get Plan Term For Safe Harbor Ira Signature Card Fill Up In Form

Please complete and return this form. Mailing Address P. O. Box 9351 Des Moines IA 50306-9351 Principal Bank Plan Term IRA or Safe Harbor IRA Signature Card Section 1 Account Owner Information As the Account Owner I acknowledge that I am responsible for the accuracy of the information contained on this signature card. By signing and returning this IRA Signature Card to Principal Bank I am confirming the accuracy of this information* If I fail to complete sign and return this signature card and provide the Custodian Principal Bank with accurate information the payment of the IRA proceeds to me may be delayed or if the Custodian is unable to locate me may be forfeited under state property laws. The information provided on this form will be used to update your records. Name of Account Owner first middle last Account Number Street Address required Email Address used by Principal only City State ZIP Code Birthdate MM/DD/YYYY Home Phone Number Driver s License or Photo ID Number State Issued Federal Tax ID number or Social Security Number required Please check the box below if it applies to you. Nonresident Alien I am neither a citizen nor a resident of the United States. Section 2 Disclosure Information Compensation Disclosure I understand that Principal Bank or other companies with which it is affiliated may pay compensation directly or indirectly to various intermediaries or selling professionals for the sale or referral of Principal Bank products. Documents I confirm that I have read the following documents and that I have retained a copy of each as a legally binding record of my rights and obligations under my Principal Bank IRA. I agree to the terms and conditions stated on these documents and acknowledge receipt of a completed copy of each on today s date. Traditional or Roth IRA Custodial Booklet Privacy Notice By signing this document I confirm the accuracy of my information provided* Signature of Account Owner X Signature of Custodian Principal Bank Representative Date MM/DD/YYYY Note Beneficiary information does not carry over from a 401 k plan* If you would like to add a beneficiary please complete an IRA Designation of Beneficiary form* For Terms and Conditions and other account agreements please go to www. principalbank. com* In the left navigation select the Customer Service link and then Account Disclosures. By signing and returning this IRA Signature Card to Principal Bank I am confirming the accuracy of this information* If I fail to complete sign and return this signature card and provide the Custodian Principal Bank with accurate information the payment of the IRA proceeds to me may be delayed or if the Custodian is unable to locate me may be forfeited under state property laws. The information provided on this form will be used to update your records. Name of Account Owner first middle last Account Number Street Address required Email Address used by Principal only City State ZIP Code Birthdate MM/DD/YYYY Home Phone Number Driver s License or Photo ID Number State Issued Federal Tax ID number or Social Security Number required Please check the box below if it applies to you.

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