Preliminary Underwriting

Two preliminary underwriting options are available – Quick Quote and Informal Quote – to help pre-screen a client for IDI solutions. Both provide tentative offers that are non-binding and subject to review of the completed application.

Details

	Quick Quote	Informal Quote
What to Provide	Email a brief summary (less than one page) of pertinent: Medical information/history Financial information Occupation/job duties Do not include any attachments or individual identifiers.	Email complete information on the following: Last five years of medical history All pertinent financial information Attachments for additional detail A signed HIPAA consent form authorizing Principal Life Insurance Company Note: Lab results are requested upon receipt of a formal application.
Submission	Send a preliminary request to: Team Two Or submit information via: Imaging vendor Fax: 866-317-0986 Mail: The Principal Financial Group, 801 Grand Ave., Attn: IDPC – G8, Des Moines, Iowa 50392-1520	Send a preliminary request to: Team Two Or submit information via: Imaging vendor Fax: 866-317-0986 Mail: The Principal Financial Group, 801 Grand Ave., Attn: IDPC – G8, Des Moines, Iowa 50392-1520
Service Standard	Within 24 business hours of submission	Within three business days of submission.

DI9942 – 10/2018