Forms for individuals

Your one-stop forms shop

体育投注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 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

体育投注Need help creating or managing your online account? .

What do you need to do?

Download a beneficiary form:

体育投注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.

体育投注For group disability insurance policies, claims can be submitted via:

体育投注Additional forms:

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:
  • For all other claims, we’ll need these:

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 :
    • Mail: Principal Life Insurance Company
      Attn: Group Life & Disability Claims Department
      711 High St.
      Des Moines, IA 50392-0002
    • Email: SBDClaims@live4venice.com
    • Fax: 800-255-6609

体育投注Additional forms:

Option 2 - The individual life insurance policy was purchased through an advisor.

体育投注Simply complete and submit our .

To file a claim, complete and submit the .

体育投注New York customers: Complete and submit the .

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    711 High St.
    Des Moines, IA 50392-0002
  • Email: SBDClaims@live4venice.com
  • Fax: 800-255-6609

To file a wellness claim, complete and submit a claim online after .

体育投注Or, complete and submit the . 

California customers: Complete and submit the .

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    711 High St.
    Des Moines, IA 50392-0002
  • Email: SBDClaims@live4venice.com
  • Fax: 800-255-6609

体育投注To file a claim, complete and submit the .

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    711 High St.
    Des Moines, IA 50392-0002
  • Email: SBDClaims@live4venice.com
  • Fax: 800-255-6609

To file a wellness claim, complete and submit the . 

California customers: Complete and submit the .

  • Mail: Principal Life Insurance Company
    Attn: Group Life & Disability Claims Department
    711 High St.
    Des Moines, IA 50392-0002
  • Email: SBDClaims@live4venice.com
  • Fax: 800-255-6609

For individual coverage purchased through an advisor, download:

  • for name changes, premium or frequency changes, and changes of address

For your Individual Disability Insurance coverage, download:

  •  for name changes, premium frequency changes, and changes of address
  • ; for Brokerage IRA only (if you have a Principal Bank IRA, please call 800-672-3343 for appropriate form)

体育投注To download a prospectus, or to request a prospectus be mailed to you, visit . 

  •  (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. 
  • ; 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:

  •  This form allows an individual to request Principal restrict access to Private Health Information. For individuals in the state of Washington only. 

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

Insurance from Principal®体育投注 is issued by Principal Life Insurance Company, Des Moines, IA 50392.