Computershare is the transfer agent for Principal Financial Group, Inc.

Access and manage your account online

If your shares are held at Computershare, you can access and manage your account 24 hours a day, seven days a week at computershare.com/investor.

The services available online for non-business entity accounts include:

  • Viewing your account details, account balances, and transactions history
  • Changing your address
  • Certifying your tax identification number
  • Selling shares
  • Signing up for direct deposit of your dividend payments
  • Signing up for dividend reinvestment
  • Enrolling in a Direct Stock Purchase Plan
  • Retrieving duplicate tax forms
  • Enrolling in online delivery of proxy or other shareholder related material
  • Viewing instructions on transferring shares
  • Downloading applicable forms
  • Accessing stock quotes and price history
To register online go to computershare.com/investor and click “Create Login”. The ticker symbol will be “PFG”.

 

Contacting Computershare

Phone

Call 866-781-1368 Computershare’s interactive voice response system provides many of the same services available on their Internet site and is accessible toll free 24 hours a day, seven days a week. You also may contact a customer service representative during business hours from 8:00 a.m. to 5:00 p.m. Central Time, Monday through Friday.

Standard mail

Computershare
PO Box 43006
Providence, RI 02940-3006

Overnight mail

Computershare
150 Royall St., Ste. 101
Canton, MA 02021

Online inquiry

Visit computershare.com/contactus.

Demutualization materials

In May 2001, we filed our demutualization plan with the Iowa Insurance Commissioner. The plan details the process for converting Principal Mutual Holding Company from a mutual insurance holding company to a stock company, including distribution to eligible policyholders of 100 percent of the pre-IPO value of the company. On July 24, 2001, with the close of the Special Members' Meeting, the policyholder voting and compensation election process was completed. Principal Life policyholders voted overwhelmingly to approve the Plan. On July 25, 2001, the Iowa Commissioner of Insurance held a public hearing on the Plan. On August 28, 2001, the Iowa Insurance Commissioner approved our plan.

With the closing of the Initial Public Offering on October 26, 2001, the demutualization became effective. Our mailing regarding compensation to eligible policyholders occurred over a 5-day period beginning December 10, 2001. If you are an eligible policyholder, you should have received notification of your compensation by December 26, 2001.

See the Policyholder Information Booklets and Guides for additional details: