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Principal form pg4368 15 2025

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The document is a withdrawal form from Principal Life Insurance Company, allowing participants to withdraw part of their retirement funds while still employed. It outlines the necessary personal information, types of withdrawals available (such as hardship, voluntary, and military service), and the process for completing the form. Additionally, it provides details on tax implications, including withholding requirements and rollover options for distributions. The document emphasizes the importance of understanding the consequences of early withdrawals and encourages consulting with a tax advisor.

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Click ‘Get Form’ to open it in the editor.
Begin with Section 1, Personal Information. Fill in your name, address, and contact details using black ink. Ensure accuracy as this information is crucial for processing your withdrawal.
In Section 2, select the type of withdrawal you are requesting. Review the options carefully and choose the one that applies to your situation.
Proceed to Section 3 to specify the amount you wish to withdraw. Indicate either a specific dollar amount or a percentage of your account balance.
In Section 4, choose how you would like to receive your funds—via direct deposit or check. If opting for direct deposit, provide your bank details accurately.
Complete Section 5 regarding income tax withholding preferences. Make sure to understand the implications of your choices on future taxes.
Finally, sign and date Section 6 to certify that all information provided is accurate and complete before submitting the form.

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2011	3.9 Satisfied (30 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to file a life insurance claim with Principal?

You may file a claim electronically or via email or fax. To file a claim electronically, sign in to your principal.com account, then navigate to the online claim form. Fill out the required forms, then submit.

How do I pull out my 401k from Principal?

To withdraw money from your account, log in. On the left side of your dashboard, click on the Principal Funds account, then on Transactions. Or, call us at 800-222-5852. Your transfer is typically to a bank account.

How to get Principal tax forms?

First, click on My profile on the top right. Select Manage delivery preferences, and check the box for Tax documents. Click the View terms (PDF) button, select email notification, and select the email to send notifications. Your e-documents should be available the next day.

How do I access my 401k account Principal?

Account Access Log into .principal.com to view your account information or contact Principal at 1‑800‑547‑7754. View the Principal Access Guide for additional assistance whether you are a first time user or a return visitor. Get on track for retirement!

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