Disability Insurance Servicing

Principal Life’s commitment to service doesn’t end with policy issue. When clients experience life changes (e.g., new job, baby, divorce, marriage, new house, loss of job, etc.), their policy should be reviewed. In addition, certain policy features, like the Benefit Update rider, require attention throughout the life cycle of a policy.

Principal Life’s administration team can help with:

Policy adjustments: Submit a Disability eApp or get the forms you need
Update customer information (PDF) (DD292)
Future increase options, such as Benefit Update: Submit a Disability eApp or get the forms you need
In-force policy illustrations
Policy renewals after age 65

Multi-Life Case Conservation (PDF) (JJ2042)
Military suspensions
Payment method changes
Electronic Funds Transfer (Stop EFT)
Assignments/loss payees
Cancellations
Death claims
Billing and payments
Paperwork copies
And more...

For details on these services, contact the Existing Policy Producer Support at 800-654-4278.

Producer Materials

Key materials listed below.

Benefit Update communication and review process (JJ1600)

This producer brochure outlines details of communication process for clients to receive Benefit Update increases on their DI policies.

View (PDF) • Order

DI9489