Job or retirement plan change? Now what?

Why You Are Here

  • You have money from a former employer's retirement plan
  • Your money moved to an IRA at Principal Bank
  • Completing this process will allow you to manage your money

Your Next Steps

  • Enter the required information
  • Certify your Social Security number or ITIN
  • Consent to electronic delivery of disclosures
  • Accept the account agreements

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Important information about procedures for authenticating a new account

To help the government fight the funding of terrorism and money laundering activities. Federal law requires all financial institutions obtain, verify and record information that identifies each person who opens an account. Therefore, we will ask for your name, address and other information that will allow us to identify you. We may also request other identifying documents.