Annuities Servicing

We’re here to help. If you need post-sale assistance, please reach out to us using any of the following options:

• Phone: (800) 852-4450
   
• Email us:

For all questions: AnnuityInternet@principal.com 

To submit paperwork: AnnuityProcessing@principal.com

• Fax: (866) 894-2093
   
• Mail:

Principal Financial Group

RIS Annuity Services M-001-E10

711 High Street

Des Moines, IA  50392
 

We have numerous tools available to help you with your annuity business service requests. Here are some of our most used forms for your convenience.

 

Financial      

DD1260           Annuity Financial Transaction Form (AFTF) - VA

DD1516           Authorization Agreement for Direct Deposit

 

Service                  

RF870             Beneficiary Change Form

DD9034           Change of Ownership Form

DD1378           Service Request Form

DD9093           Trustee Certification and Indemnification

DD1610           Affidavit Regarding Power of Attorney

DD2006           Electronic Access - Trust Owned

DD2578           Authorization for Release of Records or Information

         

Death Claim   

DD1457           Death Claim Packet (Beneficiary Statement)

 

This content is designed for use by financial professionals.
Consumers may learn more about products and services on Principal.com

 

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