1. Help Topics
  2. 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 with online access to your personal account

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

Help with insurance

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

Help with retirement plans

How to create and manage your investment allocations

Help with IRAs

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

Help with Principal Bank

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

Help with tax questions

What you need to know about tax forms

Forms for individuals

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.

See current reports

Are you an employer?

Switch to Help for Employers

Don’t see the topic you need help with?

Send us an email or give us a call.

  • Retirement plan participants: 800-547-7754
  • Mutual fund clients: 800-222-5852
  • Everyone else: 800-986-3343

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.