Help topics Help for individuals

Help for individuals

Help for individuals

Need help? You’re in the right place. We’ve got answers to your most common questions about retirement plans, investments, and insurance products.

Help by topic:

Online access to your personal account

How to register, log in, and manage your username and password


How to file claims, check claim status, manage policies, and find dental providers

Retirement plans

How to create and manage your investment allocations


Get answers to general questions you may have about IRAs or specific types of IRAs (like Principal® SimpleInvest, Principal Bank, or Principal Funds).

Principal Bank

All about Safe Harbor and Plan Termination IRAs and how to get in touch

Tax questions

What you need to know about tax forms


What you need to submit claims, change beneficiaries, and more

Looking for rates and values?

See performance data for Principal Funds, as well as annuities and other life insurance products.

reach out

Don’t see the topic you need help with?

Send us an email or give us a call.

Retirement plan participants call 800-547-7754
Mutual fund clients call 800-222-5852
Everyone else call 800-986-3343 
Assistance in Spanish call +1-800-243-1404
Assistance in Spanish online

Giving us a call? It’s a busy time of the year, so our wait times are a bit longer than normal. We appreciate your patience.