Forms for Individuals

Naming or changing your beneficiaries

Filing claims for insurance through your employer

Disability insurance through your employer

Life insurance through your employer

Critical illness insurance through your employer

Filing claims for insurance purchased through an advisor

Manage your life insurance policy purchased through an advisor

Managing your retirement savings

Creating and managing your account online

Manage your brokerage account


To download a prospectus, or to request a prospectus be mailed to you, visit

Are you an employer with Principal benefits?
Don't see the topic you need help with?

Give us a call.

  • Retirement plan participants call 800-547-7754
  • Life and disability insurance customers call 800-247-9988
  • Mutual fund clients call 800-222-5852
  • Everyone else call 800-986-3343 

Or send us an email