Identity verification update for life and IDI policy information

We place the highest priority on protecting your customers’ policies and personal information. This includes how we verify the identity of individuals requesting information about existing insurance. To align with security best practices and other Principal^® call centers, we’re changing the process we use when financial professionals and their authorized staff contact us for information about individual life insurance or individual disability insurance (IDI) policies.

What you can expect

When calling the policy service center for post-sale service, the following items will be requested to authenticate your access to the information:

•    The agent detail/statement code associated with the policy(ies)
•    Basic information about the policy(ies)

Questions?

Contact your policy service team.