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Principal Financial Group
Income Annuity Application - ICC
Lit No: AA 3424-5
Revised: 08/01/2014
Form ID: 22846
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - AZ
Lit No: AA 3424AZ-5
Revised: 08/01/2014
Form ID: 22847
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - CO
Lit No: AA 3424CO-3
Revised: 08/01/2014
Form ID: 22848
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - FL
Lit No: AA 3424FL-5
Revised: 08/01/2014
Form ID: 22849
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - TX
Lit No: AA 3424TX-4
Revised: 08/01/2014
Form ID: 22850
Publish: 01/01/2018
Details
Principal Financial Group
Annuity Contract Replacement Analysis - FL
On Form DD345 if the client marks "yes" to the request for comparison information, either this form or DD1245 is required. Used to assist marketers and clients in making decisions regarding the replac
Lit No: DD1632-3
Revised: 12/01/2017
Form ID: 22865
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Disclosure - AL,AZ,CO,NM,TX & WI
Required with all life and annuity applications when the client indicates there is other existing life and/or annuity coverage.
Lit No: DD 1865-6
Revised: 10/01/2016
Form ID: 22866
Publish: 01/01/2018
Details
Principal Financial Group
Fixed Annuity Needs Analysis Form
This form is required for each consumer who are considering purchasing a fixed annuity. Please see Suitability Considerations Form DD2267.
Lit No: DD2266-14
Revised: 11/01/2017
Form ID: 22867
Publish: 01/01/2018
Details
Principal Financial Group
Suitability Considerations - Fixed Annuities
This instruction sheet helps to determine suitability for consumers who are considering purchasing a fixed annuity. Please see Fixed Annuity Needs Analysis Form DD2266.
Lit No: DD2267-4
Revised: 06/01/2017
Form ID: 22868
Publish: 01/01/2018
Details
Principal Financial Group
Roth IRA Conversion Request
This form is used to request Roth IRA conversions.
Lit No: DD2564-0
Revised: 11/01/2009
Form ID: 22869
Publish: 01/01/2018
Details
Principal Financial Group
One Time Withdrawal Opt-Out Form
This form is used to opt-out of the One Time Withdrawal Rider issued with Income Annuity contracts at the time of purchase.
Lit No: DD2589
Revised: 06/01/2017
Form ID: 22870
Publish: 01/01/2018
Details
Principal Financial Group
SPIA Needs Analysis Form
This form is required for consumers who are considering purchasing a immediate annuity. Please see Suitability Considerations Form DD2209.
Lit No: DD2608-10
Revised: 11/01/2017
Form ID: 22871
Publish: 01/01/2018
Details
Principal Financial Group
Suitability Considerations - SPIA
This instruction sheet helps to determine suitability for consumers who are considering purchasing a immediate annuity. Please see SPIA Needs Analysis Form DD2608.
Lit No: DD2609-1
Revised: 06/01/2017
Form ID: 22872
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - FL
For use in the state of Florida,this form is required to request replacment of a life or annuity contract either internal or external to the Principal Financial Group.
Lit No: DD345-18
Revised: 10/01/2016
Form ID: 22873
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - IL
For use in the state of Illinois,this form is required to request replacement of a life or annuity contract external to the Principal Financial Group.
Lit No: DD620-10
Revised: 10/01/2016
Form ID: 22874
Publish: 01/01/2018
Details
Principal Financial Group
Notice Regarding Proposed Replacement - IL
For use in the state of Illinois,this form is required to request replacement of a life or annuity contract external to the Principal Financial Group.
Lit No: DD620A-10
Revised: 10/01/2016
Form ID: 22875
Publish: 01/01/2018
Details
Principal Financial Group
Request to Transfer
This form is used to request IRA or nonqualified monies to be transferred from an outside company to The Principal.
Lit No: RF715-16
Revised: 09/01/2016
Form ID: 22878
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Product Chart
This chart shows the required forms for the Income Annuity Product by each state
Lit No:
Revised: 02/01/2018
Form ID: 22998
Publish: 02/23/2018
Details
Principal Financial Group
Annuity Suitability Questionnaire - FL
This form is required for each consumer who is considering purchasing an annuity.
Lit No: DD 9026-2
Revised: 10/01/2014
Form ID: 23000
Publish: 01/01/2018
Details
Principal Financial Group
Disclosure & Comparision of Annuity Contracts - FL
For use in the state of Florida,this form is required to request replacement of a life or annuity contract either internal or external to the Principal Financial Group.
Lit No: DD 9025-1
Revised: 10/01/2016
Form ID: 23001
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - IL
Lit No: AA 3424-5
Revised: 08/01/2014
Form ID: 27487
Publish: 01/01/2018
Details
Principal Financial Group
Beneficiary Supplement
These states have requested that we obtain more information about the client's beneficiary(ies). Please use this form in lieu of the beneficiary section on the application.
Lit No: DD 9112-3
Revised: 06/01/2015
Form ID: 34331
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - AZ
Use this Preferred Series Application for the state of Arizona.
Lit No: AA 4921 AZ
Revised: 12/01/2017
Form ID: 37788
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - FL
Use this Preferred Series Application for the state of Florida.
Lit No: AA 4921 FL
Revised: 12/01/2017
Form ID: 37789
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - ICC
Use this Preferred Series Application for the state of Florida for the states listed in the State field.
Lit No: ICC13 AA 4921
Revised: 08/01/2014
Form ID: 37790
Publish: 02/12/2016
Details
Principal Financial Group
Religious Freedom Protection and Civil Union - IL
Notice Regarding the Illinois Religious Freedom Protection and Civil Union Act
Lit No: DD9071
Revised: 08/01/2014
Form ID: 37791
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Understanding Your Annuity
This disclosure is used to explain the key points of an annuity. The form contains the initial interest rate and surrender charges of the contract.
Lit No: EE 11537-3
Revised: 02/15/2016
Form ID: 37792
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Understanding Your Annuity - FL
This disclosure is used to explain the key points of an annuity. The form contains the initial interest rate and surrender charges of the contract.
Lit No: EE11558-3
Revised: 02/15/2016
Form ID: 37793
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Product Chart
This chart shows the required forms for the Preferred Series Product by each state
Lit No:
Revised: 11/01/2017
Form ID: 37794
Publish: 11/17/2017
Details
Principal Financial Group
Replacement Notice - CT
Lit No: DD 9121
Revised: 10/01/2016
Form ID: 45418
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - CT
Lit No: AA 3424 CT-5
Revised: 08/01/2014
Form ID: 45419
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Quik Forms Cheat Sheet
Lit No:
Revised: 02/08/2016
Form ID: 46923
Publish: 01/01/2018
Details
Principal Financial Group
WI Preliminary Contract Summary-Preferred Series
This form is used for disclosure of surrender charges in WI.
Lit No: RF2082-1
Revised: 02/18/2016
Form ID: 47056
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - AK
Lit No: AA3424AK-1
Revised: 08/01/2014
Form ID: 59879
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - CA
Lit No: AA3424CA-5
Revised: 08/01/2014
Form ID: 59880
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - DC
Lit No: AA3424DC-3
Revised: 08/01/2014
Form ID: 59881
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - KY
Lit No: AA3424KY-4
Revised: 08/01/2014
Form ID: 59882
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - LA
Lit No: AA3424LA-4
Revised: 08/01/2014
Form ID: 59883
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - MA
Lit No: AA3424MA-6
Revised: 08/01/2014
Form ID: 59884
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - MD
Lit No: AA3424MD-7
Revised: 08/01/2014
Form ID: 59885
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - ME
Lit No: AA3424ME-4
Revised: 08/01/2014
Form ID: 59886
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - MN
Lit No: AA3424MN-5
Revised: 08/01/2014
Form ID: 59887
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - MT
Lit No: AA3424MT-5
Revised: 08/01/2014
Form ID: 59888
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - NC
Lit No: AA3424NC-3
Revised: 08/01/2014
Form ID: 59889
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - NH
Lit No: AA3424NH-5
Revised: 08/01/2014
Form ID: 59890
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - NJ
Lit No: AA3424NJ-5
Revised: 08/01/2014
Form ID: 59891
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - NY
Lit No: AA3424NY-6
Revised: 08/01/2014
Form ID: 59892
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - OH
Lit No: AA3424OH-4
Revised: 08/01/2014
Form ID: 59893
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - OR
Lit No: AA3424OR-3
Revised: 08/01/2014
Form ID: 59894
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - PA
Lit No: AA3424PA-5
Revised: 08/01/2014
Form ID: 59895
Publish: 01/01/2018
Details
Principal Financial Group
Income Annuity Application - VA
Lit No: AA3424VA
Revised: 08/01/2014
Form ID: 59896
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - ICC
Lit No: AA4921
Revised: 12/01/2017
Form ID: 59897
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - CA
Lit No: AA4921CA
Revised: 12/01/2017
Form ID: 59898
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - CT
Lit No: AA4921CT
Revised: 12/01/2017
Form ID: 59899
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - DC
Lit No: AA4921DC
Revised: 12/01/2017
Form ID: 59900
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - ICC
Lit No: AA4921ICC13
Revised: 12/01/2017
Form ID: 59901
Publish: 01/01/2018
Details
Principal Financial Group
Preferred Series Application - NY
Lit No: AA4921NY
Revised: 12/01/2017
Form ID: 59902
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - ICC
Lit No: AA3464-1
Revised: 10/01/2012
Form ID: 59903
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - AZ
Lit No: AA3464AZ-1
Revised: 10/01/2012
Form ID: 59904
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - CA
Lit No: AA3464CA-1
Revised: 10/01/2012
Form ID: 59905
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - CT
Lit No: AA3464CT-1
Revised: 10/01/2012
Form ID: 59906
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - DC
Lit No: AA3464DC
Revised: 10/01/2012
Form ID: 59907
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - FL
Lit No: AA3464FL-1
Revised: 10/01/2012
Form ID: 59908
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - ICC
Lit No: AA3464ICC12-1
Revised: 10/01/2012
Form ID: 59909
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - MT
Lit No: AA3464MT-1
Revised: 10/01/2012
Form ID: 59910
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Application - NY
Lit No: AA3464NY-5
Revised: 10/01/2012
Form ID: 59911
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - DE, ND SD
Lit No: AA4916-2
Revised: 12/01/2017
Form ID: 59912
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - CA
Lit No: AA4916CA-2
Revised: 12/01/2017
Form ID: 59913
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - CT
Lit No: AA4916CT-2
Revised: 12/01/2017
Form ID: 59914
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - DC
Lit No: AA4916DC-2
Revised: 12/01/2017
Form ID: 59915
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - FL
Lit No: AA4916FL-3
Revised: 12/01/2017
Form ID: 59916
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - ICC
Lit No: AA4916ICC14
Revised: 12/01/2017
Form ID: 59917
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Application - NY
Lit No: AA4916NY-2
Revised: 12/01/2017
Form ID: 59918
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - DE, ND, SD
Lit No: AA4927-3
Revised: 11/01/2017
Form ID: 59919
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - CA
Lit No: AA4927CA-2
Revised: 11/01/2017
Form ID: 59920
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - CT
Lit No: AA4927CT-3
Revised: 11/01/2017
Form ID: 59921
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - DC
Lit No: AA4927DC-2
Revised: 11/01/2017
Form ID: 59922
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - FL
Lit No: AA4927FL-3
Revised: 11/01/2017
Form ID: 59923
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - ICC
Lit No: AA4927ICC16-2
Revised: 11/01/2017
Form ID: 59924
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series VA Application - NY
Lit No: AA4927NY-6
Revised: 11/01/2017
Form ID: 59925
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - DE, ND, SD
Lit No: AA4931
Revised: 12/01/2017
Form ID: 59926
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - CA
Lit No: AA4931CA
Revised: 12/01/2017
Form ID: 59927
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - CT
Lit No: AA4931CT
Revised: 12/01/2017
Form ID: 59928
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - DC
Lit No: AA4931DC
Revised: 12/01/2017
Form ID: 59929
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - FL
Lit No: AA4931FL
Revised: 12/01/2017
Form ID: 59930
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Application - ICC
Lit No: AA4931ICC15
Revised: 12/01/2017
Form ID: 59931
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II App - DE, ND,SD
Lit No: AA4936-1
Revised: 12/01/2017
Form ID: 59932
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - CA
Lit No: AA4936CA-1
Revised: 12/01/2017
Form ID: 59933
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - CT
Lit No: AA4936CT-1
Revised: 12/01/2017
Form ID: 59934
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - DC
Lit No: AA4936DC-1
Revised: 12/01/2017
Form ID: 59935
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - FL
Lit No: AA4936FL-1
Revised: 12/01/2017
Form ID: 59936
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - ICC
Lit No: AA4936ICC17-1
Revised: 12/01/2017
Form ID: 59937
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions II Application - NY
Lit No: AA4936NY-1
Revised: 12/01/2017
Form ID: 59938
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - Annuity and Life - PA
Lit No: DD1215-3
Revised: 12/01/2017
Form ID: 59939
Publish: 01/01/2018
Details
Principal Financial Group
Required Replacement Notice - MN
Lit No: DD1263-4
Revised: 12/01/2017
Form ID: 59940
Publish: 01/01/2018
Details
Principal Financial Group
Fixed-Variable Annuity Exchange Request and Releas
Lit No: DD1357-16
Revised: 12/01/2017
Form ID: 59941
Publish: 01/01/2018
Details
Principal Financial Group
Important Notice - NY
Lit No: DD1578-4
Revised: 12/01/2017
Form ID: 59942
Publish: 01/01/2018
Details
Principal Financial Group
Definition of Replacement - NY
Lit No: DD1579-4
Revised: 12/01/2017
Form ID: 59943
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - Annuity and Life - OK
Lit No: DD1608-3
Revised: 12/01/2017
Form ID: 59944
Publish: 01/01/2018
Details
Principal Financial Group
Sales/Marketing Material Report - NY
Lit No: DD2009-2
Revised: 12/01/2017
Form ID: 59945
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - UT
Lit No: DD2509-2
Revised: 12/01/2017
Form ID: 59946
Publish: 01/01/2018
Details
Principal Financial Group
Flexible Withdrawal Option (FWO) & RMD PE
Lit No: DD2623C
Revised: 12/01/2017
Form ID: 59947
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - NV
Lit No: DD2630-1
Revised: 12/01/2017
Form ID: 59948
Publish: 01/01/2018
Details
Principal Financial Group
RMD Program For GMWB Riders
Lit No: DD2631C
Revised: 12/01/2017
Form ID: 59949
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - RI
Lit No: DD2660RI-1
Revised: 12/01/2017
Form ID: 59950
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - AR
Lit No: DD2740
Revised: 12/01/2017
Form ID: 59951
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - ID
Lit No: DD331-10
Revised: 12/01/2017
Form ID: 59952
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - DE
Lit No: DD348-13
Revised: 12/01/2017
Form ID: 59953
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - GA
Lit No: DD359-12
Revised: 12/01/2017
Form ID: 59954
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - KS
(To be used where the existing and proposed policies are written by the different companies)
Lit No: DD578-11
Revised: 12/01/2017
Form ID: 59955
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice A - KS
(To be used where the existing and proposed policies are written by the same company.)
Lit No: DD578A-11
Revised: 12/01/2017
Form ID: 59956
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - TN
Lit No: DD587-11
Revised: 12/01/2017
Form ID: 59957
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - IN
Lit No: DD590-9
Revised: 12/01/2017
Form ID: 59958
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - WY
Lit No: DD613-11
Revised: 12/01/2017
Form ID: 59959
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - NV
Lit No: DD639-9
Revised: 12/01/2017
Form ID: 59960
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - MA
Lit No: DD731-8
Revised: 12/01/2017
Form ID: 59961
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - WA
Lit No: DD734-7
Revised: 12/01/2017
Form ID: 59962
Publish: 01/01/2018
Details
Principal Financial Group
Replacement Notice - CA
Lit No: DD9003
Revised: 12/01/2017
Form ID: 59963
Publish: 01/01/2018
Details
Principal Financial Group
Fixed Annuity Needs Analysis - Index
Lit No: DD9050-8
Revised: 12/01/2017
Form ID: 59964
Publish: 01/01/2018
Details
Principal Financial Group
Trustee Certification and Indemnification
Lit No: DD9093
Revised: 12/01/2017
Form ID: 59965
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Annuity Needs Analysis
Lit No: DD9130-5
Revised: 12/01/2017
Form ID: 59966
Publish: 01/01/2018
Details
Principal Financial Group
Deferred Income Annuity Suitability Considerations
Lit No: DD9131
Revised: 12/01/2017
Form ID: 59967
Publish: 01/01/2018
Details
Principal Financial Group
Managed Volatility Disclosure - CW
Lit No: DD9220-1
Revised: 12/01/2017
Form ID: 59968
Publish: 01/01/2018
Details
Principal Financial Group
Managed Volatility Disclosure - NY
Lit No: DD9220NY
Revised: 12/01/2017
Form ID: 59969
Publish: 01/01/2018
Details
Principal Financial Group
GMWB Disclosure Target Income Protector - PA
Lit No: DD9298-1
Revised: 12/01/2017
Form ID: 59970
Publish: 01/01/2018
Details
Principal Financial Group
GMWB Disclosure Flexible Income Protector - PA
Lit No: DD9299-1
Revised: 12/01/2017
Form ID: 59971
Publish: 01/01/2018
Details
Principal Financial Group
GMWB Disclosure Flexible Income Protector Plus - P
Lit No: DD9309-1
Revised: 12/01/2017
Form ID: 59972
Publish: 01/01/2018
Details
Principal Financial Group
DIA Cheat Sheet
Lit No:
Revised: 12/01/2017
Form ID: 59973
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Immediate Annuilty Income - NJ
Lit No: EE10113-4
Revised: 12/01/2017
Form ID: 59974
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Select Series Annuity
Lit No: EE10159-11
Revised: 12/01/2017
Form ID: 59975
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Select Series Annuity
Lit No: EE10159-7
Revised: 12/01/2017
Form ID: 59976
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Select Series Annuity
Lit No: EE10213-10
Revised: 12/01/2017
Form ID: 59977
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Deferred Income
Lit No: EE11430-4
Revised: 12/01/2017
Form ID: 59978
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Secure Choice - CW
Lit No: EE11697-1
Revised: 12/01/2017
Form ID: 59979
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuilty Secure Choice - DE,FL
Lit No: EE 11702
Revised: 12/01/2017
Form ID: 59980
Publish: 02/05/2018
Details
Principal Financial Group
Important Info for Retirement Plan Participants
Lit No: PG4810-3
Revised: 12/01/2017
Form ID: 59981
Publish: 01/01/2018
Details
Principal Financial Group
Pivot Series Variable Annuity Cheat Sheet
Lit No:
Revised: 12/01/2017
Form ID: 59982
Publish: 01/01/2018
Details
Principal Financial Group
Lifetime Income Solutions Cheat Sheet II
Lit No:
Revised: 12/01/2017
Form ID: 59983
Publish: 01/01/2018
Details
Principal Financial Group
Client Authorization Fixed - NY
Lit No: RF1752-8
Revised: 12/01/2017
Form ID: 59984
Publish: 12/13/2017
Details
Principal Financial Group
Client Authorization Variable - NY
Lit No: RF2122-6
Revised: 12/01/2017
Form ID: 59985
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuity-Pivot Series
Lit No: RF2294-1
Revised: 12/01/2017
Form ID: 59986
Publish: 01/01/2018
Details
Principal Financial Group
Client Authorization PLIS II - NY
Lit No: RF2307-1
Revised: 12/01/2017
Form ID: 59987
Publish: 01/01/2018
Details
Principal Financial Group
Understanding Your Annuity Lifetime Income Soluton
Lit No: RF2322-1
Revised: 12/01/2017
Form ID: 59988
Publish: 01/01/2018
Details
Principal Financial Group
Client Authorization Annuity - NY
Lit No: RF2352
Revised: 12/01/2017
Form ID: 59989
Publish: 01/01/2018
Details
Principal Financial Group
Secure Choice Indexed Annuity
Lit No:
Revised: 12/01/2017
Form ID: 59990
Publish: 01/01/2018
Details
Principal Financial Group
Select Series Annuity
Lit No:
Revised: 12/01/2017
Form ID: 59991
Publish: 01/01/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Blackstone Real Estate Income Trust
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald --NEW--
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds --NEW--
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steadfast Capital Markets Group
Steben & Company
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP --NEW--
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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