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To make changes to your 401(k403(b)(9) beneficiaries, please log on to the Principal website.
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On your first visit to the Principal website you'll be instructed to set-up a password for your account. By selecting "new user" you'll be prompted for your social your social security number and plan number. Reliant's plan # is 4347984-76065 . |
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403(b)(9) Beneficiary Changes
This is used for changing the beneficiary for your retirement plan.
- Login to Principal website.
- On the Welcome page, click on tab “Retirement & Investments” from main selection bar at the top.
- On the Your Account Overview page, find the "Your Account" blue box on the left of the screen and select "Plan Info & Forms."
- Beneath "Plan Info & Forms" select "Beneficiary."
- Your current beneficiary will be shown under "Beneficiary." Click on "Change Beneficiary" to change your information.
- On Designate a Beneficiary page, simply follow the instructions from there.
- 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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