Forms for individuals

Your one-stop forms shop

找到你需要的常见的保险索赔表格, online account setup, beneficiary changes and more, 准备下载和打印为您的方便.

Remember, you can log in to your Principal® account online to:

  • 改变401(k)和其他退休计划的受益人
  • 查看您的退休储蓄帐户余额或更改您的供款
  • 检查您的保险索赔状态或审查现有的索赔活动
  • 要求以电子方式递交若干帐户文件
  • 查看年金合同细节和潜在的附加表格

需要帮助创建或管理您的在线帐户? Download printable instructions (PDF).

What do you need to do?

Download a beneficiary form:

当涉及到你填写的表格时,你的保险来自哪里会有不同. 选择下面最能描述你的情况的选项.

选择1 -你通过工作获得短期或长期的残疾保险.

团体伤残保险可透过以下途径索偿:

Additional forms:

选择2 -您购买了自己的个人伤残保险.

只需下载及填写下列表格:

当涉及到你填写的表格时,你的保险来自哪里会有不同. 选择下面最能描述你的情况的选项.

选择1 -通过工作获得团体人寿保险.

Additional forms:

选择2 -通过金融专业人士购买个人人寿保险.

为了开始您的索赔,访问您需要使用彩宝网下载平台的文件 claims requirement tool or by downloading this claims packet (PDF).

一旦你完成了适当的文书工作, 您需要给彩宝网下载平台打电话,800-331-2213,启动索赔程序. 此时,您可以将您的表格邮寄或传真给彩宝网下载平台。. 一旦收到所有索赔要求,标准处理时间为7-10个工作日.

要提出索赔,请访问您所在州的具体 critical illness claim form (PDF) (请选择雇主所在州). Then complete and submit as shown below.

要提交健康索赔,请在网上填写并提交索赔 logging in to 666333666.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@666333666.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@666333666.com
  • Fax: 800-255-6609

To file a wellness claim, 访问您所在州的特定健康筛查/健康声明表格(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@666333666.com
  • Fax: 800-255-6609

通过金融专业人士购买的年金合同,请下载:

下载招股说明书,或要求将招股说明书邮寄给你,请访问 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, 找出每种选择的优点和缺点.

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
  • Annuity clients:
    • Deferred annuities: 800-852-4450
    • Income annuities: 866-321-9648 
  • Everyone else: 800-986-3343

Need help with insurance claims?

在网上找到你最常见的问题. Visit help with insurance.

信安国民人寿保险公司发行之保险产品. (纽约除外),信安人寿保险公司®,以及通过Preferred Product Network, Inc .提供的公司. 策划信安人寿提供的行政服务. 参考公司是信安金融集团的成员®, Des Moines, IA 50392.

2032575-022022