You are probably looking for...

Results 1-9 of about 9Search Results
  1. The estate planning essentials that will help ensure your family’s security | T. Rowe Price
    ... you set up a transfer-on-death (TOD) designation for regular, taxable accounts, such as bank, brokerage, and mutual fund accounts that you own in your own name. The person you list as your beneficiary will take over ownership of the account when ...
    106K
  2. Four things to do in the decade leading up to retirement | T. Rowe Price
    ... be distributed upon your death, unless they have beneficiary designations or are titled jointly with right of survivorship. ... any directives in your will, asset titles, and beneficiary designations align with your goals. Moreover, be sure that ...
    120K
  3. Year-end action items to help you wrap up your 2024 finances | T. Rowe Price
    ... to Health Savings Accounts.) Check and update your beneficiary designations: Take this opportunity to ensure that the beneficiary designations on your retirement accounts, insurance policies, and other ...
    112K
  4. Forms | T. Rowe Price
    ... PDF IRA Beneficiary Name or change your IRA beneficiary designation. Complete Online Qualified Charitable Distribution - IRA Make a ... Investment Add money to your mutual fund or brokerage account(s). Complete Online ... Complete Online Mutual Fund Beneficiaries - Transfer on Death Name or change beneficiaries on ...
    741K
  5. Take financial control of your life during and after a divorce | T. Rowe Price
    ... updating trusted contacts, authorized traders, executors, trustees, and beneficiary designations on all accounts, life insurance policies, wills, and ...
    152K
  6. Inherited Account | T. Rowe Price
    ... IRAs) If you are inheriting an IRA (including brokerage IRAs), please download and complete the form below. Common Form: IRA Claim and Distribution for Beneficiaries Form Used to claim an inheritance from an ...
    55K
  7. ActivePlus Portfolios FAQ | T. Rowe Price
    ... in 2-3 business days. T. Rowe Price Brokerage or Brokerage IRA Account —Funding requests are processed by transferring ... your securities in your program account. However, for brokerage holdings, there may be other fees or costs, ...
    140K
  8. Investing Glossary FAQ | T. Rowe Price
    ... or assets for the benefit of others, called beneficiaries. A trust agreement is required to establish a ...
    144K
  9. Bringing a tested investment process to a wider market | T. Rowe Price
    ... sold. Buying and selling shares may result in brokerage commissions, which will reduce returns. The T. Rowe ...
    121K