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:

Additional forms:

Option 2 – You purchased your own individual disability coverage.

Simply download and complete the form(s) you need:

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.

Additional forms:

Option 2 - The individual life insurance policy was purchased through a financial professional.

Simply complete and submit our individual life 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

For an annuity contract purchased through a financial professional, download:

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:

Are you an employer?

Have questions?

Send us an email, or give us a call.

  • Retirement plan participants: 800-547-7754
  • Life and disability insurance customers: 800-247-9988
  • Mutual fund clients: 800-222-5852
  • Annuity clients:
    • Deferred annuities: 800-852-4450
    • Income annuities: 866-321-9648 
  • Everyone else: 800-986-3343

Need help with insurance claims?

Find your most common questions answered online. Visit help with insurance.

* Specified disease in New York

Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.