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