Find common forms you or your employees need to file insurance claims, resources to help employees file claims, and information to help employees create and manage their account online. Remember, you or your employees can log in to check claim status or review existing claim activity.
The employer should sign in and submit the online life insurance claim form. The beneficiary can also submit the life insurance claim form online and upload the death certificate.
Additional forms:
- Accelerated benefit claim information (opens in AdobeSign)
- Accidental dismemberment/personal loss claim (opens in AdobeSign)
For individual life insurance policies, call us at 800-331-2213, and we’ll be happy to walk you through the process.
The employer and employee should sign in and submit the online disability claim form for sickness, injury, pregnancy, or mental health conditions.
The doctor can also submit the claim online or the employee can provide them with the Attending Physician’s Statement (opens in AdobeSign).
For individual disability insurance policies, contact us and we’ll send you the forms you need.
- Call 800-422-3788 to talk to someone from 7 a.m. – 5 p.m. CT, or voicemail is available after 5 p.m.
- Email us at IndividualDisabilityClaims@exchange.principal.com.
To file a wellness claim, the employee should sign in and submit the online claim form.
To start a PFML claim, complete and submit the claim online.
Or, complete and submit the appropriate PFML claim form:
The employer and employee each completes and submits the critical illness claim form (opens in AdobeSign). The employee will need to provide the form to their doctor to complete and submit the Attending Physician’s Statement.
New York customers: Complete and submit the specified disease claim form (opens in AdobeSign).
To file a wellness claim, the employee should sign in and submit the online claim form.
The employer and employee each completes and submits the accident claim form (opens in AdobeSign). The employee will need to provide the form to their doctor to complete and submit the Attending Physician’s Statement.
To file a wellness claim, the employee should sign in and submit the online claim form.
To file a hospital indemnity or wellness claim, the employee should sign in and submit the online claim form.
Submit the beneficiary form: Group life insurance beneficiary designation/change (opens in AdobeSign).
Give us a call.
Businesses with retirement plans call 877-475-3436
Businesses with group insurance products call 800-843-1371
Employees who need Spanish assistance call 800-243-1404 or get assistance in Spanish online.