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

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.

You can easily submit your claim online or download and complete the form you need:

Option 2 – You own your own individual disability coverage.

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

For life insurance through your employer, download:

For individual life insurance purchased through an advisor, download our Individual Life Claims Packet (PDF).

For critical illness insurance through your employer, download:

To download a prospectus, or to request a prospectus be mailed to you, visit

  • 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.

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
  • Everyone else: 800-986-3343
Need help with insurance claims?

Find your most common questions answered online. Visit Help with Insurance.