Choose a category:
- Retirement Plan Forms (retirement plan provided by your employer, like a 401k)
- Group Insurance Claim Forms (insurance through your employer)
- Individual Disability Insurance Claim Forms (insurance purchased from an advisor)
- Individual Life Insurance Forms (insurance purchased through an advisor)
- Mutual Fund Forms
- Brokerage Account Forms
- Do Not Contact/Call Form
Use for employer-sponsored retirement plans, like a 401(k).
- Beneficiary Form (PDF: 140 KB)
- Principal TrustSM Target Date Collective Investment Funds Termination Form (Word Doc)
- Principal TrustSM to Retirement Funds Termination Form (Word Doc)
- Principal TrustSM to Retirement Funds Plan and Declaration of Trust (PDF)
- Changing your beneficiary
- Changing your contribution amount
- Transferring existing balances
- Rolling over assets
Use if your disability or life insurance is through your employer.
- Online submissions:
- Printable versions:
Need more claims information?
- Login to review existing claim activity.
- Review these How To Submit a Claim instructions or find out What's on an ID Card (PDF).
- Check out our Group Claim & Benefit Services.
Use if your disability insurance was purchased through an advisor.
- Printable versions:
» For more information, see the Claims Management Services page.
Use if your life insurance was purchased through an advisor.
- Life Insurance Customer Service Request Form (PDF); name change, premium or mode change, change of address, and duplicate policy requests
- Life Insurance Ownership Change Form (PDF)
- Life insurance Beneficiary Change From (PDF)
- Life Insurance Electronic Funds Transfer (EFT) (PDF)
- Authorization for Release of Information (PDF)
- Download a prospectus for A, B & C shares
- Download a prospectus for J shares
- Request a prospectus be mailed to you (A, B & C shares)
- Request a prospectus be mailed to you (J shares)
» For more Principal Fund forms, go to the forms section of principalfunds.com
- Request Electronic Delivery of Documents (PDF)
- Request Wire Transfers (PDF)
- Request a Brokerage IRA Distribution (PDF); for Brokerage IRA only (if you have a Principal Bank IRA, please call 1.800.672.3343 for appropriate form)
- Designate a Beneficiary for a Brokerage IRA (PDF)
- ACH Debit or Credit Authorization (PDF: 37 KB)