Principal 401k distribution request 2026

1. Click ‘Get Form’ to open the principal 401k distribution request in the editor.
2. Begin by filling out the IRA Owner Information section. Enter your name, address, and Social Security Number (SSN) along with your date of birth and daytime phone number.
3. Select the type of IRA you are requesting a distribution from: Traditional, Roth, or SIMPLE IRA. Ensure you check the appropriate box.
4. In the Distribution Reason section, select one option that best describes why you are requesting this distribution. Be mindful of any limitations on rollovers.
5. Complete the Recipient Information if applicable. This is necessary for distributions due to IRS levy, death, or transfers.
6. Fill out Payment Instructions by selecting your preferred payment method and entering the amount requested.
7. Review all entered information for accuracy before signing. Ensure you understand any tax implications associated with your distribution.

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