Once we receive your submission, a T. Rowe Price Life Events Specialist will call you. Please note that T. Rowe Price can accept instructions affecting an account only from an authorized party, such as an executor or beneficiary. Even if you are not an authorized party, you may continue with this initial notification process.
For your convenience, we encourage you to use our online scheduler at the end of this form to set up a time and date for us to contact you.
Once a notification of death is received, we will freeze the deceased’s account(s) and suspend account services. The next steps and required documentation may vary depending on the account type and current ownership. Our Life Events team will help any authorized parties navigate the process.
Yes, we request that you provide us notice of the joint owner's death so that we may update the owner's profile accordingly.