Disability Underwriting Updates
Disability Underwriting Updates Include:Unearned income and net worth guidelines. We now ignore up to 50% of
Principal
New Disability Authorization to Disclose Form
A new version of the Authorization to Disclose Medical Information form (DD9729) is now available.
Holiday Schedule – Life and Disability
Please note that the Life and Disability New Business and Underwriting department will be closed
Reminder: 2024 Year-End Deadlines
A list of key year-end dates for case processing, commissions and holiday hours, to help
Life and Disability Forms Update
The following Notice & Consent forms have been updated:DD701 WI-1 updated to DD701 WI-2DD701 DC-1
Advertising Regulations
Advertising is “any material designed to create public interest in Principal Life Insurance Company, Principal
2024 Year-End Deadlines
A list of key year-end dates for case processing, commissions and holiday hours, to help
Product, New Business, and Underwriting News – Individual Disability Insurance
Updated Individual Disability Insurance Replacement Notices Several replacement notices have been updated. Following is a
Tips for Formal and Informal Application Submissions
Tips for formal and informal application submissionsSubmit all new business/underwriting forms to PrincipalBusiness@exchange.principal.com.Include the proposed
Disability Insurance Approval Email Update
We’ve updated the automated ‘approved as applied for’ email sent by the Underwriter to the