Forms Library
Choose a category:
- Retirement Plan Forms (Employer-Sponsored)
- Claim Forms (Employer-Sponsored Products)
- Mutual Fund Forms (Principal Investors Fund, Inc.)
- IRA Forms (Principal Bank IRAs only)
- Do Not Contact/Call Form
Retirement Plan Forms (Employer-Sponsored)
- Beneficiary Form (PDF: 140 KB)
To access additional retirement plan forms and tools, login to the Principal Retirement Service Center®. Some examples of tools or forms you can access include:
- Changing your beneficiary
- Changing your contribution amount
- Transferring existing balances
- Rolling over assets
Claim Forms (Employer-Sponsored Products)
- Online submissions:
- Disability Insurance Claim
- Life Insurance Claim - to be completed by Employers
- Printable versions:
- Dental Insurance Claim (PDF: 88 KB)
- Disability Insurance Claim (PDF: 242 KB)
- Life Insurance Claim - Interest Draft Account Policies (PDF: 195 KB)
- Life Insurance Claim - Lump Sum Payment (PDF: 212 KB)
- Prescription Drug Claim Form (PDF: 96 KB)
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: 100 KB).
- Check out our Group Claim & Benefit Services section.
Mutual Fund Forms (Principal Investors Fund, Inc.)
- 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)
