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:
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 accident claim form (PDF) labeled “attending physician’s statement” 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 accident claim form (PDF). Once you complete the required information, submit via email to SBDClaims@principal.com or via fax to 800-255-6609.
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.