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This is used for changing the beneficiary for your retirement plan.

  1. Login to Principal Websitewebsite.
  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 "Beneficiary."
  5. Your current beneficiary will be shown under "Beneficiary." Click on "Change Beneficiary" to change your information.
  6. On Designate a Beneficiary page, simply follow the instructions from there.
  7. 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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