Update Beneficiary Information

Log in to your account to name or change your beneficiaries for Traditional IRAs, Roth IRAs, Rollover IRAs and T. Rowe Price Mutual Fund and Brokerage Accounts.

Update Beneficiary Information - Taxable Account(s)

Log in to your taxable account(s) to update the existing beneficiaries.Please note that to change your beneficiary information on line, you must have first established a Transfer on Death (TOD) registration for the account(s). Under a TOD designation, ownership of your account passes to your beneficiaries upon your death. Please use the Beneficiaries - Transfer on Death Form to establish this type of registration. This form only applies to accounts with the following registrations: Individual, Joint Tenant with Rights of Survivorship, and Tenants by Entirety. Please contact T. Rowe Price for beneficiary information about accounts with other registrations.

Beneficiaries - Transfer on Death Form

Use this form to name or change beneficiaries on a taxable account. This form must be mailed in to T. Rowe Price upon completion. Please see form for complete instructions.