Forms for businesses
Find common forms you or your employees need to file insurance claims, resources to help employees file claims, and information to help employees create and manage their account online. Remember, you or your employees can log in to check claim status or review existing claim activity.
The employer should sign in and submit the . The beneficiary can also submit the life insurance claim form online and upload the death certificate.
Additional forms:
For individual life insurance policies, call us at 800-331-2213, and we’ll be happy to walk you through the process.
The employer and employee should sign in and submit the for sickness, injury, pregnancy, or mental health conditions.
The doctor can also submit the claim online or the employee can provide them with the .
For individual disability insurance policies, contact us and we’ll send you the forms you need.
- Call 800-422-3788 to talk to someone from 7 a.m. – 5 p.m. CT, or voicemail is available after 5 p.m.
- Email us at IndividualDisabilityClaims@exchange.principal.com.
To file a wellness claim, the employee should sign in and submit the .
To start a PFML claim, complete and .
Or, complete and submit the appropriate PFML claim form:
The employer and employee each completes and submits the . The employee will need to provide the form to their doctor to complete and submit the Attending Physician's Statement.
New York customers: Complete and submit the .
To file a wellness claim, the employee should sign in and submit the .
The employer and employee each completes and submits the . The employee will need to provide the form to their doctor to complete and submit the Attending Physician's Statement.
To file a wellness claim, the employee should sign in and submit the .
To file a hospital indemnity or wellness claim, the employee should sign in and submit the .
Submit the beneficiary form:
Are you an employee?
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Give us a call.
- Businesses with retirement plans call 877-475-3436
- Businesses with group insurance products call 800-843-1371
- Employees who need Spanish assistance call 800-243-1404 or visit this site