Forms for individuals
Your one-stop forms shop
Find common forms you need for insurance claims, online account setup, beneficiary changes and more, ready to download and print for your convenience.
Remember, you can log in to your Principal® account online to:
- Change beneficiaries for 401(k) and other retirement plans
- View your retirement savings account balance or change your contributions
- Check your insurance claim status or review existing claim activity
- Request electronic delivery of certain account documents
- View annuity contract details and potential additional forms
Need help creating or managing your online account? Download printable instructions (PDF).
What do you need to do?
Where your coverage comes from makes a difference when it comes to the forms you fill out. Choose the option below that best describes your situation.
Option 1 – You have short- or long-term disability coverage through work.
For group disability insurance policies, claims can be submitted via:
- Online disability insurance claim form
- Disability claim form instructions, employer and employee statements (PDF).
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
- Mail: Principal Life Insurance Company
Additional forms:
- Pregnancy disability claim form, employer and employee statements (PDF)
- Attending physician's statement (PDF)
Option 2 – You purchased your own individual disability coverage.
Simply download and complete the form(s) you need:
- If your claim is psychiatric and/or substance abuse related, we’ll need these forms:
- For all other claims, we’ll need these:
Where your coverage comes from makes a difference when it comes to the forms you fill out. Choose the option below that best describes your situation.
Option 1 – You have group life insurance through work.
- You can complete and submit the group life claim form (PDF):
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
- Mail: Principal Life Insurance Company
Additional forms:
Option 2 - The individual life insurance policy was purchased through a financial professional.
To get started with your claim, access the documents you’ll need using our claims requirement tool or by downloading this claims packet (PDF).
To file a claim, access your state's specific critical illness claim form (PDF) (select the state where your employer is located). Then complete and submit as shown below.
To file a wellness claim, complete and submit a claim online after logging in to principal.com.
Or, access your state's specific health screening/wellness claim form (PDF). Then compete and submit as shown below.
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
To file a claim, complete and submit the accident claim form (PDF).
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
To file a wellness claim, access your state's specific health screening/wellness claim form (PDF). Then compete and submit as shown below.
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
To start a PFML claim in Massachusetts, complete and submit the claim online.
Or, complete and submit the appropriate PFML claim form for Massachusetts. Apply for leave:
- To bond with a newly born, adopted, or fostered child (PDF)
- To care for a covered service member or qualifying exigency (PDF)
- Due to a serious health condition (PDF)
Submit form by:
- Mail: Principal Life Insurance Company
Attn: Group Life & Disability Claims Department
711 High St.
Des Moines, IA 50392-0002 - Email: SBDClaims@principal.com
- Fax: 800-255-6609
For individual coverage purchased through a financial professional, download:
- Life Insurance Customer Service Request Form (PDF) for name changes, premium or frequency changes, and changes of address
- Life Insurance Ownership Change Form (PDF)
- Life Insurance Pre-Authorized Monthly Premium Withdrawal (PDF)
- Authorization for Release of Information (PDF)
- Assignment of Life Insurance Policy as Collateral on a Loan (PDF)
- Release of an Assignment (PDF)
- Add a Secondary Addressee (PDF)
- Add a Secondary Addressee for New Jersey (PDF)
For your Individual Disability Insurance coverage, download:
- Set up or Change your Automated Payment Information (EFT) (PDF)
- Customer Service Request (PDF) for name changes, premium frequency changes, and changes of address
- Ownership Change Form (PDF)
- Authorization for Release of Information (PDF)
- Assignment of Benefit (PDF)
- Release of Assignment of Benefit (PDF)
- Add a Secondary Address (PDF)
For an annuity contract purchased through a financial professional, download:
- Annuity Service Request Form (PDF) for name changes, address change or lost contract
- Change of Ownership - Annuity (PDF) available on nonqualified contracts only
- Authorization Agreement for Direct Deposit (PDF) voided check attached to form required
- Request Wire Transfers (PDF)
- Request a Brokerage IRA Distribution (PDF); for Brokerage IRA only (if you have a Principal Bank IRA, please call 800-672-3343 for appropriate form)
- Non-retirement authorization (PDF)
- Retirement authorization (PDF)
To download a prospectus, or to request a prospectus be mailed to you, visit principalfunds.com.
- Your Rollover Options (PDF) (402f); Have questions about Rollover IRA rules? Get the basics about how to rollover, how much you can rollover, how rollovers can affect your taxes, and more.
- Know Your Options (PDF); Typically there are four options when you are eligible to take money out of a former employer’s retirement plan, find out what the advantages and drawbacks are for each option.
Download the Non-Disclosure Directive:
- Washington Non-Disclosure Directive Form (PDF) This form allows an individual to request Principal restrict access to Private Health Information. For individuals in the state of Washington only.
* Specified disease in New York
Insurance issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company, Des Moines, IA 50392.