Contact Us

February 1, 2016

Whether you have questions about your Principal Funds account, want expert investing advice from our financial advisors, have an address change, or just need to know where to send a form, you can reach us in multiple ways.

Phone

Automated account service:

Call 800-222-5852 opt. 1, 24 hours a day, 7 days a week.

Customer service:

Call 800-222-5852 opt. 3, Monday–Friday, 7 a.m.–7 p.m. CT.

Mail

Written correspondence (including forms):

Principal Funds
PO Box 219971
Kansas City, MO 64121-9971

For overnight delivery:

Principal Funds
430 W 7th St, Ste 219971
Kansas City, MO 64105-1407

Email

Fill out the form below to ask a question or leave a comment.

Required

I have a question about

Transfer or Rollover

Requesting a Distribution or Redemption

Electronic Funds Transfer

Access to My Account

Working with a Financial Professional

Account Statement

General Comment

Transfer or Rollover an Account

Use these forms for a Trustee-to-Trustee Transfer/Rollover of a Traditional IRA, Roth IRA, or Rollover IRA from another institution to Principal Funds. Account Transfers & Rollovers

Requesting a Distribution or Redemption

Use these forms to request a distribution from your Traditional IRA, SIMPLE IRA, SEP IRA, or 403(b)(7) account. Request a distribution

Electronic Funds Transfer

Use this form and instructions to establish banking information on your account to facilitate electronic purchases and redemptions. Electronic Funds Transfer

Locked Out of Your Account

Call 800-222-5852, Press option 3. Available Monday-Friday 7:00 a.m. to 7:00 p.m. Central Time.

Account Statement

For help reading your statement please visit Statements.

Working with a Financial Professional

Call 800-222-5852, Press option 3. Available Monday-Friday 7:00 a.m. to 7:00 p.m. Central Time.

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