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  • Principal Financial Group Transfer Form

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Mailing Address: P.O. Box 9351 Des Moines, IA 50306-9351 800-672-3343 Fax: 1-866-431-8410 Contribution/Rollover Submission Form Important Note: This form should accompany all contribution/rollover.

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Wait to Withdraw Until You're at Least 59.5 Years Old By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. You'll simply need to contact your plan administrator or log into your account online and request a withdrawal.

Log in to your account or call us at 800-547-7754 and our retirement specialists can help you get the process started.

Principal Funds questions. How can I take money out of my IRA? To withdraw money from your account, call us at 800-222-5852 or complete a distribution form (PDF).

If you choose to cash out your 401k, the money will usually be available within a few days. However, remember that you'll be subject to taxes and early withdrawal penalties if you don't roll over the account within 60 days.

That is, you have 60 days from “the date you receive” a retirement plan distribution to roll it over into another plan, ing to the IRS. Taxes generally aren't withheld from the transfer amount, and this may be processed with a check made payable to your new qualified plan or IRA account.

How to Roll Over Your Principal 401k Step 1: Decide Which 401k Rollover Option Is Best for You. ... Step 2: Set Up Your Rollover Account. ... Step 3: Contact Principal. ... Step 4: Report the 401k Rollover on Your Taxes.

How can I take money out of my IRA? To withdraw money from your account, call us at 800-222-5852 or complete a distribution form (PDF). If you don't currently have a bank account on file and want to do a direct deposit to your bank account, complete and return the Electronic Funds Transfer form (PDF).

Gather your Principal 401(k) details. Choose a new account. Initiate your 401(k) rollover with Principal. Confirm that the Principal 401(k) funds are deposited to your new account.

A direct 401(k) rollover gives you the option to transfer funds from your old plan directly into your new employer's 401(k) plan without incurring taxes or penalties. You can then work with your new employer's plan administrator to select how to allocate your savings into the new investment options.

To cash out all or part of a 401(k) fund without being penalized, a person must reach the age of 59 1/2, die, become disabled or -- under some plans -- suffer a "financial hardship." Penalty-free withdrawals are also available when an employer discontinues the 401(k) plan without establishing a new defined contribution ...

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232