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
• Accidental dismemberment/personal loss claim

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.

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:

• 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)

The employer and employee each completes and submits the critical illness claim form. 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.

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. 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 (PDF)

• Instructions for creating an online account (PDF)
• Request electronic delivery of documents