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?
Download a beneficiary form:
- For group life insurance through your employer/former employer (PDF)
- For individual life insurance purchased through a financial professional (including ported coverage) (PDF); Online beneficiary changes are available on some life insurance policies—just log in to your account.
- For annuity contracts (PDF)
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:
- Complete the online submission of your disability claim or if you prefer to send via fax, mail or email, complete the PDF form:
- If your claim is psychiatric and/or substance abuse related, we’ll need these forms:
- Send your form(s) to:
- Mail: Principal Life Insurance Company
Attn: Individual Disability Claims Department
711 High St.
Des Moines, IA 50392 - Email: IndividualDisabilityClaims@exchange.principal.com
- Fax: 866-317-4526
- Phone: 800-422-3788
- Mail: Principal Life Insurance Company
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).
Once you have the appropriate paperwork completed, you'll need to give us a call at 800-331-2213 to initiate the claim process. At this point, you'll be able to mail or fax us your form(s). Standard processing time once all claim requirements are received is 7-10 business days.
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
*Specified disease in New York
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, complete and submit the claim online.
Or, complete and submit the appropriate PFML claim form:
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.
Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.
2032575-022022