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RBG, TULSA - FORMS
PRINCIPAL FINANCIAL GROUP RELEASED DOWNLOAD
Employer Enrollment
AR eService Election Form
9/6/2009   Download
Census Enrollment Agreement

Description:
Required when submitting enrollment via census (pdf , 15k)

9/6/2009   Download
Census Enrollment Disclosure

Description:
Employer is required to distrib to all employees when enrollment is provided via census (pdf , 98k)

9/6/2009   Download
Census Enrollment Spreadsheet
9/6/2009   Download
Certification of Common Ownership
9/6/2009   Download
Electronic Funds Tranfer - Premiums

Description:
For groups that wish electonic premium payment (pdf , 183k)
Version: GP47204-3

8/3/2010   Download
Employer Change Form
7/27/2010   Download
Employer Change Form
7/27/2010   Download
eService Election Form

Description:
Oklahoma (pdf , 71k)

4/16/2003   Download
Non-Medical Field Underwriting Memo

Description:
To be used with groups of 5+ enrolled lives in lieu of RAQ or individual health statements (pdf , 70k)
Version: GP58978

7/22/2010   Download
OK Employer Application

Description:
Employer application and amendment form. (pdf , 350k)

10/12/2009   Download
Principal LTD Only W-2 Agreement
10/25/2009   Download
Principal LTD - STD W-2 & FICA Agreement
10/25/2009   Download
Principal Online Enrollment Overview

Description:
Provides guidance regarding Principal's online enrollment option as well as instructions for accessing a demo. (pdf , 186k)

9/29/2009   Download
Principal STD W-2 & FICA Agreement
10/25/2009   Download
Principal STD W-2 Agreement
10/25/2009   Download
Employee Enrollment
Application to Continue Handicapped Child
9/6/2009   Download
AR Employee Enrollment without Health Statement
9/6/2009   Download
OK Employee Change Form

Description:
Oklahoma (pdf , 325k)

7/27/2010   Download
OK Employee Enrollment without Health Statement

Description:
Employee enrollment and/or waiver. Form DOES NOT contain health questions. (pdf , 300k)

9/6/2009   Download
OK Employee Health Statement

Description:
Oklahoma (HIPAA) (pdf , 176k)

9/6/2009   Download
Voluntary Group Life Portibility Form
9/6/2009   Download
Administration
AR Employee Change Form
9/6/2009   Download
Beneficiary Change Form

Description:
Oklahoma (pdf , 185k)

6/9/2008   Download
Cobra Administrative Guide

Description:
Oklahoma (pdf , 141k)

5/5/2009   Download
Cobra Election Form

Description:
Oklahoma - for accounts with "group" billed cobra. (pdf , 210k)

5/5/2009   Download
Cobra Election Form

Description:
Oklahoma - for accounts with "individual" billed cobra. (pdf , 214k)

5/5/2009   Download
Dependent Student Medical Leave Certification

Description:
Form used to extend coverage for dependent FT student as defined under Michelle's Law (pdf , 109k)

10/4/2009   Download
Oklahoma Continuation 63-Day

Description:
Revised 8-18-10 (pdf , 92k)
Version: GP46691-03

8/18/2010   Download
Oklahoma State Continuation - Election Form
10/8/2009   Download
Claims
Disability Claim Form

Description:
For premium waiver, LTD & STD (pdf , 250k)

1/13/2009   Download
Group Life Claim Form
6/9/2008   Download
Vision Claim Form
6/14/2007   Download
Other
Deductible Credit Report
9/13/2009   Download
eService Employee Instruction Brochure

Description:
Instructions for insured to obtain benefit and claim information via internet. (pdf , 217k)

6/9/2008   Download
Master app Checklist

Description:
Assists in completing employer application (pdf , 33k)

9/6/2009   Download
Principal Broker Contact List

Description:
Contacts for medical & non medical claims and administrative issues (pdf , 38k)

3/11/2010   Download
Principal Quote Worksheet

Description:
Broker Guidance - what is need to quote/underwite medical / non med cases (pdf , 54k)

9/12/2009   Download
Refer A Dentist Form
9/6/2009   Download
Sold Case Submission Checklist

Description:
Assists in completing the case submission process (doc , 23k)

4/15/2003   Download