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Help protect your loved ones.



 

Do it for those you love

If you haven’t named a beneficiary and you die, your account balance could
default to someone you didn’t intend or get tied up in your estate. Name a
beneficiary today to help ensure your loved ones are looked after.

It only takes a couple of minutes, and all you need is a name, birth date, and
address for your beneficiary. If you have multiple retirement plan accounts,
remember to update your beneficiary information in each one.

Name your beneficiary



For illustrative purposes only

Will prep at no cost to you

It’s also a good idea to have legal documents established, so that your
directions are carried out. Prepare a will or other legal document through ARAG,
a leader in legal services, at no cost to you.
 

Visit will and legal document prep

 

QUESTIONS?

Call 800‑547‑7754 to speak with a retirement specialist at Principal®.
Specialists are available from 7 a.m. to 9 p.m. CT, Monday through Friday.

Log in



Beneficiary designations are legal designations that are needed whenever a
qualified retirement plan provides benefits to beneficiaries of deceased
participants. They state who is to receive the benefits and how benefits are to
be paid in the event of a plan participant’s death. Certain beneficiary
designations cannot be completed online. Instead, a paper form must be completed
and signed. If needed, you will be given the option to print the paper
beneficiary form from the website. Based on your marital status, your
designation may require spousal approval.

The subject matter in this communication is educational only and provided with
the understanding that Principal® is not rendering legal, accounting, investment
or tax advice. You should consult with appropriate counsel, financial
professionals, and other advisors on all matters pertaining to legal, tax,
investment or accounting obligations and requirements.

The value-added resources provided through ARAG Services, LLC (ARAG®) are not a
part of any insurance products and plan administrative services provided through
Principal Life Insurance Co or affiliated with any company of the Principal
Financial Group®. All resources may be changed or canceled at any time.

The use of resources provided by ARAG Services, LLC should not be considered a
substitute for consultation with an attorney or advisor. Principal® is not
responsible for any loss, injury, claim, liability, or damages related to the
use of the ARAG Will & Legal Document Center resources.

Please remember that the ARAG legal documents, DIY Docs® are accurate and useful
in many situations. Due to possible changes by a state, it is a good idea to
periodically review a template used to be sure it is the most current template.
Whether or not the document is right for you and your situation depends on your
circumstances. If you want specific advice regarding your situation, consult an
attorney.

Information is intended to be educational in nature and is not intended to be
taken as a recommendation.

Insurance products and plan administrative services provided through Principal
Life Insurance Company®, a member of the Principal Financial Group®, Des Moines,
IA 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design
are registered trademarks of Principal Financial Services, Inc., a Principal
Financial Group company, in the United States and are trademarks and service
marks of Principal Financial Services, Inc., in various countries around the
world.

You are receiving this email because you have an account, product, or client
with Principal. This communication is about a service or a transaction specific
to your account, product, or client, and you may not unsubscribe from these
types of communications. Learn more.

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50392

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PQ13257D | 2926541-062023 | 06/2023 | SFMC 42803