Define and Confirm Columns

Choose Rows to Upload
Specify which rows of data to upload
First Row to Upload
(exclude headers in your file)
Last Row to Upload
(exclude total rows in your file)

Name Your Columns

Define your column headers from the Principal's list of available data types

Row
1	ID	LAST	FIRST	DOB	DOE	CONTRIBUTIONS	LOAN-ID	LOANS
2	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
3	484123457	DOE	JOHN	05/17/1965	11/05/1990	16845.12	111	1500
4	484123458	DOE	JANE	07/01/1964	11/06/1989	23162.04		0
5	484123459	DOE	JOHN	05/15/1955	10/15/2004	151606.08	112	2500
6	484123460	DOE	JANE	03/24/1979	04/30/2005	160028.64		0

11	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
12	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
13	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
14	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
15	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0
16	484123456	DOE	JANE	08/14/1973	02/16/2005	204247.08		0

Showing the first 6 and last 6 rows out of 16 rows from your file.

Confirm your file and layout

File
employee-combo-data.csv
Pay Date
03/17/2025
Plan Year
2025
Tax Year
2025
File Layout
Employee Combo Data
Rows to Upload
1-16
Preliminary Totals - These amounts are based on your selected columns and rows from the previous page. Actual amounts are displayed for your final approval when you access your task on the To-Do List.
ER Other: $244,254.22
Loan Payments: $1500.00
ER Other: $245,754.22

Upon clicking submit, your file will be reviewed:

Contribution and/or loan transactions will then be sent to your To-Do List for your final approval.
Employee records that do not have errors will be immediately accepted. Employee records with errors will be sent to your To-Do List.

Acknowledgement

I acknowledge the information above and authorize Principal Life Insurance Company to handle this submission. I also acknowledge my responsibility to fix any data issues in the file.

I agree

If there is action needed by you, you have two options:

Review and or/correct data by accessing the details through the Activity link on the transaction history page.
Wait for the email notification in order to access the task on your To-Do List.

View Transaction History Now

Know Your Options Brochure Help terminating participants understand their options.
Notice of Death Form Complete when a participant has passed away.
If a participant has become disabled, send proof of the disability to your Principal representative.

Define and Confirm Columns

Choose Rows to Upload

Name Your Columns

Submit for Review

Acknowledgement