![]() Submit completed documents to your financial professional or directly to Principal Funds. Standard processing time once all claim requirements are received is 7-10 business days.Ĭonsolidate your IRAs, mutual funds, and other investments from different institutions into new or existing Principal Funds accounts with a direct rollover or transfer. ![]() At this point, you'll be able to mail or fax us your form(s). Once you have the appropriate paperwork completed, you'll need to give us a call at 80 to initiate the claim process. To get started with your claim, access the documents you’ll need using our claims requirement tool or by downloading this claims packet (PDF). Option 2 - The individual life insurance policy was purchased through a financial professional. Accidental dismemberment/personal loss claim (PDF).Accelerated benefit claim information (PDF).You can complete and submit the group life claim form (PDF):Īttn: Group Life & Disability Claims Department.Option 1 – You have group life insurance through work. If your claim is psychiatric and/or substance abuse related, we’ll need these forms:Īttn: Individual Disability Claims Department.Complete the online submission of your disability claim or if you prefer to send via fax, mail or email, complete the PDF form:.Simply download and complete the form(s) you need: Option 2 – You purchased your own individual disability coverage. Pregnancy disability claim form, employer and employee statements (PDF).Disability claim form instructions, employer and employee statements (PDF).Īttn: Group Life & Disability Claims Department.Option 1 – You have short- or long-term disability coverage through work.įor group disability insurance policies, claims can be submitted via: Choose the option below that best describes your situation. Where your coverage comes from makes a difference when it comes to the forms you fill out.
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