Forms for individuals

Download a beneficiary form:

• For group life insurance through your employer (PDF)
• For individual life insurance purchased through a financial professional (PDF)
• 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

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:
  • Disability claim form (PDF)
  • Psychiatric questionnaire (PDF)
• For all other claims, we’ll need these:
  • Disability claim form (PDF)
  • Attending physician's statement (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 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

Additional forms:

• Accelerated benefit claim information (PDF)
• Accidental dismemberment/personal loss claim (PDF)

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 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)

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.