# Principal Financial fax numbers for retirement withdrawals and illness claims

Find Principal fax destinations for retirement participant withdrawals and critical illness or specified-disease claims.

Country: United States
Category: Insurance
Last reviewed: 2026-10-04 (published sources, not a test transmission)

## Which Principal Financial fax number should I use?

Retirement withdrawals and insurance claims are different processes. Use the participant withdrawal form’s destination for that retirement request. The benefits source here confirms critical illness and specified-disease claims; it does not establish that every Principal benefit claim uses fax.

## Principal Life: retirement plan participant withdrawal forms

Fax: +1 866 704 3481
E.164: +18667043481

Toll-free number; service and international charges may still apply.

Participant withdrawal form PG1172 requiring plan-sponsor approval.

Use only when: This source is form PG1172, for an eligible in-service withdrawal without spousal consent. The participant completes sections 1–5 and the plan representative or employer completes section 6. Use another form when your circumstances differ.

[Principal Financial — form and contact instructions](https://secure02.principal.com/publicvsupply/GetFile?fm=PG1172&ty=VOP&EXT=.VOP) — reviewed 2026-10-04

## Critical illness and specified-disease claims

Fax: +1 800 255 6609
E.164: +18002556609

Toll-free number; service and international charges may still apply.

Submit the claim form and supporting documents for this benefit.

Use only when: Use the applicable claim form; New York uses the specified-disease form. This listing does not cover every Principal product.

[Principal Financial — form and contact instructions](https://www.principal.com/help/help-businesses/forms-businesses) — reviewed 2026-10-04

## What to include in your fax to Principal Financial

Complete the applicable withdrawal form, including plan-sponsor or other signatures it requires. For a critical illness or specified-disease claim, use the claim form and medical evidence requested for that benefit.

## Check the destination and prepare your cover page

Name the receiving claims or appeals team and the request type. Include the policy, member or claim reference where the form asks for it, a callback number and the total page count. Put medical evidence in the required attachments rather than the cover summary.

Check the official source and recipient instructions before sending. A reviewed source confirms a published number, not live availability.

## Confirm delivery and follow up with Principal Financial

These are fax destinations, not voice support lines. Keep the transmission result and a copy of the documents. Confirm with the receiving department that the packet is complete and can be processed; a delivery receipt does not establish acceptance or a decision. Check with that department before sending a duplicate.

## How to fax Principal Financial without a fax machine

Prepare a legible PDF, verify the department and number, review the pages and authorize sending. DearFax supports [online sending](https://dearfax.com/send-fax-online) and workflows with [ChatGPT](https://dearfax.com/chatgpt) or [Codex](https://dearfax.com/codex) through [MCP](https://dearfax.com/mcp). Retain the transmission result.

## Frequently asked questions

### What Principal Financial fax number should I use?

Principal Life: retirement plan participant withdrawal forms: +1 866 704 3481. Critical illness and specified-disease claims: +1 800 255 6609. Retirement withdrawals and insurance claims are different processes. Use the participant withdrawal form’s destination for that retirement request. The benefits source here confirms critical illness and specified-disease claims; it does not establish that every Principal benefit claim uses fax.

### Does the Principal benefits fax cover every life, accident or disability claim?

This listing is supported for critical illness and specified-disease claims. Other benefits may have different or online claim processes; use the instructions for the benefit being claimed.

### Does Principal form PG1172 need my employer to complete a section?

Yes. The cited form assigns sections 1–5 to the participant and section 6 to the plan representative or employer. Check that approval before returning the packet.

### What documents can I fax to Principal Financial?

Complete the applicable withdrawal form, including plan-sponsor or other signatures it requires. For a critical illness or specified-disease claim, use the claim form and medical evidence requested for that benefit.

### What should I put on a fax cover page for Principal Financial?

Name the receiving claims or appeals team and the request type. Include the policy, member or claim reference where the form asks for it, a callback number and the total page count. Put medical evidence in the required attachments rather than the cover summary.

### How can I fax Principal Financial without a fax machine?

Prepare your documents as a legible PDF and confirm the recipient’s submission requirements. You can use DearFax in your browser or prepare the fax with ChatGPT or Codex through MCP. Review the number and pages before authorizing the send, then keep the transmission result. Delivery does not confirm that the recipient accepted or processed your request.

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