How to Notify T. Rowe Price of a Death
Online tool. Notify online in 3 steps; a T. Rowe Price Life Events Specialist will call you back to discuss next steps.
What T. Rowe Price requires
Decedent's name plus one identifying detail
Address or date of birth, at minimum.
Digital copy of the death certificate
Can be provided at a later time if not available now.
Your name and contact details
So T. Rowe Price can reach you with next steps — an online scheduler is available to set a callback time.
What to expect
Note: Only an authorized party (executor or beneficiary) can give instructions affecting the account, though anyone can start the initial notification.
A letter you can send T. Rowe Price today
T. Rowe Price [Estate Services Address] Re: Notification of Death — Account Holder Robert J. Sample Accounts Held: 1 Dear Estate Services Department, I am writing to notify you of the passing of Robert J. Sample. Robert J. Sample held the following accounts with your institution: 1. Account I am the personal representative of the estate and am authorized to act on behalf of the decedent's affairs. I respectfully request the following: 1. That all accounts be flagged to reflect the account holder's passing and that activity be frozen to protect estate assets. 2. That you provide date-of-death valuations for all accounts to establish stepped-up cost basis. 3. That you provide instructions and required forms to transfer or close each account in accordance with your institution's procedures.
T. Rowe Price death notification FAQ
How do I notify T. Rowe Price of a death?
Online tool. Notify online in 3 steps; a T. Rowe Price Life Events Specialist will call you back to discuss next steps.
What documents does T. Rowe Price require?
Decedent's name plus one identifying detail — Address or date of birth, at minimum. Digital copy of the death certificate — Can be provided at a later time if not available now. Your name and contact details — So T. Rowe Price can reach you with next steps — an online scheduler is available to set a callback time.
What if my loved one had other accounts besides T. Rowe Price?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against T. Rowe Price's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with T. Rowe Price's official page before relying on this guide. Estate Assist provides general information, not legal advice.