IRA Designation or Change of Beneficiary Form
The IRA Designation or Change of Beneficiary form is located behind the login. In order to access this form, you will need to select "Personal" from the Account Login drop-down menu found at www.principal.com and login to your account.
- If you already have a "Personal" username and password, you can login here.
- If you do not have a "Personal" login, or if you're unsure, go to Establish Your Username and Password.
Want more information? Get step-by-step instructions for Accessing Account Information on Principal.com (PDF: 453 KB).
Once you've logged in, go to the Account Summary for your IRA, click "More Service" in the left navigation and click the designation form.
When accessing the IRA designation or change of beneficiary form in the future, please go to principal.com or principalbank.com and log in to your account by selecting "Personal" from the drop down menu.