Page History

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1. Login to Principal website.
2. On the Welcome page, click on tab “Retirement & Investments” from main selection bar at the top.
3. On the Your Account Overview page, find the "Your Account" blue box on the left of the screen and select "Plan Info & Forms."
4. Beneath "Plan Info & Forms" select "From the Overview menu, select "Beneficiary."
5. Your current Primary and Contingent beneficiaries will be listed at the bottom of the page.
6. Click on "Add or Edit Beneficiaries beneficiary will be shown under "Beneficiary." Click on "Change Beneficiary" to change your information.
7. On Designate a Beneficiary page, simply follow Follow the instructions from thereto submit a change.
8. After making your changes, you will be routed to a confirmation page. Review the change to make sure it is correct and click the "Submit" button to finalize the change.

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