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.

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 an advisor.

Simply complete and submit our individual life claims packet (PDF).

To file a claim, complete and submit the critical illness claim form (PDF).

New York customers: Complete and submit the specified disease claim form (PDF).

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    Des Moines, IA 50392-0002
  • Email: SBDClaims@principal.com
  • Fax: 800-255-6609

To file a wellness claim, complete and submit a claim online after logging in to principal.com.

Or, complete and submit the wellness/screening claim form (PDF)

California customers: Complete and submit the wellness claim form – CA (PDF).

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    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
    Des Moines, IA 50392-0002
  • Email: SBDClaims@principal.com
  • Fax: 800-255-6609

To file a wellness claim, complete and submit the wellness/screening claim form (PDF)

California customers: Complete and submit the wellness claim form – CA (PDF).

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    Des Moines, IA 50392-0002
  • Email: SBDClaims@principal.com
  • Fax: 800-255-6609

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.

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.

* Specified disease in New York