Find the Principal ® form you need

While many of your Principal account to-dos, such as updating your address or increasing your deferral rate, can be done online, some changes may need you to fill out a form and mail, email, or fax information to us. Use the list below for next steps and to find the form you need.

Are you an employer?

What do you need to do?

View account details online

Do you have a Principal log in? Great: Enter your username and password on the login page and view your dashboard.

Don’t have a Principal log in set up? It takes just a few steps.

  1. Go to Principal.com. Click “Log in” in the upper right corner.
  2. Click “New user? Register here,” then “Individuals.”
  3. Enter your first name, last name, date of birth, phone number, and your ID number (either your Social Security Number or a number provided by your employer) or zip code. (We will use the phone number to text or call you to verify your identity; see Step 5.)
  4. Click the box “I consent to doing business electronically.”
  5. If your phone number matches our records, you’ll receive a one-time code via text. If not, you’ll be asked to verify your identity by answering a few questions from a trusted third party.
  6. Create a username and password, and provide an email address. (We recommend using an email you’ll keep even if you change jobs.)
  7. Select and answer three security questions, which we’ll use if we ever need to verify your identity.
  8. You’ll receive a confirmation email, but can log in and begin viewing your account information.

Need help creating or managing your online account? Download printable instructions (PDF).

Review your retirement savings account balance or change your contributions

Log in to your account. On your dashboard, look for the “defined contribution” box on the left. Click the button “I want to …” and scroll to “View the full account.” Click on “Contributions,” then “Manage contributions.” You can adjust the dollar contribution and frequency, too.

Download tax documents

Do you have a Principal.com account? Great, you can log in and it takes just a couple of steps. First, click on “My profile” on the top right. Select “Manage delivery preferences,” and check the box for “Tax documents.” Click the “View terms (PDF)” button, select email notification, and select the email to send notifications. Your e-documents should be available the next day.

Are you a Principal Funds account holder? Log in to Principal.com and select your Principal Funds account. Under "Statements & History," select "Statements & Tax Forms." Click the "Tax Forms" tab.

Don’t have a Principal.com account yet? No problem. To get started, view principal.com/login.

As you set up or update your account, we recommend using an email that you’ll have forever—not one associated with a work account.

Name or change beneficiaries for 401(k) or other retirement plans

Log in to your account. Once you've logged in, you'll see a dashboard with all your accounts on one page. Each account's beneficiaries must be updated separately. On a desktop computer, you can update your beneficiaries in one of two ways:

  1. On the left side of the dashboard, you'll see a "card" for each account, such as "defined contribution." In that card is a drop-down button that says "I want to." Click on it and scroll to "View the full account." You'll be directed to a dashboard for that account. Then, click on "Overview" and scroll to "Beneficiaries." You can add or change primary and contingent beneficiaries on this screen.
  2. On the left side of the dashboard, click on the name of the account, such as "defined contribution." You'll be directed to a dashboard for that account. Then, click on "Overview" and scroll to "Beneficiaries." You can add or change primary and contingent beneficiaries on this screen.

If you are on the Principal app: Once you've logged in, you'll see a list of all your accounts. Click on the account to update. Then, on the top right corner, click the three horizontal lines; scroll to "Beneficiaries." You can add or change primary and contingent beneficiaries on this screen. Remember: Each account's beneficiaries must be updated separately.

If you prefer to change beneficiaries by using a form, use one of these beneficiary forms:

Check your dental or vision insurance claim status or review existing claim activity

For dental claims: Log in to view information on your dashboard.

For vision claims: Visit vsp.com. You’ll need to create an account using your member ID found on your ID card (don't use your Social Security number).

View annuity contract details and potential additional forms

Log in to your Principal account to view your dashboard. Click on “Personal summary,” then the product box “Annuity.”

Submit a life insurance claim

Where your coverage comes from makes a difference when it comes to the forms you fill out. Choose the option below that best describes your situation.

Option 1: You have group life insurance through work.

For group life insurance policies, claims can be submitted via online beneficiary group life insurance claim form.

If you wish to file a paper claim, after you click the link to open the form, click options and Download PDF to print a blank claim form and submit via:

Option 2: The individual life insurance policy was purchased through a financial professional.

To get started with your claim, access the documents you’ll need using our claims requirement tool or by downloading this Individual life insurance claim form.

If you wish to file a paper claim, after you click the link to open the form, click options and Download PDF to print a blank claim form. Then submit to us via:

Standard processing time once all claim requirements are received is 7-10 business days. If you have any questions, please call us at 800-331-2213.

Submit a disability insurance claim

Where your coverage comes from makes a difference when it comes to the forms you fill out. Choose the option below that best describes your situation.

Option 1: You have short-term or long-term disability coverage through work.

For group disability insurance claims for sickness, injury, pregnancy, or mental health conditions, first sign in to your principal.com account, then complete and submit your online disability claim form.

If you wish to file a paper claim, click the link below to open the form, click options and Download PDF to print a blank claim form.

The doctor can also complete their section of the online disability claim form or you can provide them the Attending Physician's Statement.

Submit printed forms via:

Option 2: You purchased your own individual disability coverage.

Simply download and complete the form(s) you need: