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
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
The doctor can also submit the claim online or the employee can provide them with the
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
To start a PFML claim, complete and
Or, complete and submit the appropriate PFML claim form:
Bond with a child (PDF) Serious health condition (PDF) Care for a covered service member or qualifying exigency—Colorado, Connecticut, and Massachusetts (PDF) Personal/family violence—Colorado, Connecticut, and Oregon (PDF)
To file a critical illness* claim, the employee must first sign in to their Principal.com account, and navigate to the online claim form. They'll need to have their doctor complete the Critical Illness Claim Form Attending Physician's Statement (PDF) and upload this with their claim submission. Once submitted, they’ll also receive a special link to the employer portion of the claim form to send to you to complete your portion of the claim.
If you wish to file a paper claim, you can open and complete the “Employer statement” of the Critical Illness Claim Form (PDF). New York customers, open and complete the Specified disease claim form (PDF). Once you complete the required information, submit via email to SBDClaims@principal.com or via fax to 800-255-6609.
*Specified disease in New York
To file an accident claim, the employee must first sign in to their Principal.com account, and navigate to the online claim form. They'll need to have their doctor complete the part of the
If you wish to file a paper claim, you can open and complete the “Employer statement” of the
To file a hospital indemnity or wellness claim, the employee should sign in and submit the
Submit the beneficiary form:
Instructions for creating an online account (PDF) - Request electronic delivery of documents
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.