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
Fill these in and the letter below becomes yours — dated today, ready to print and send. Nothing is saved and you don't need an account.
Your letter asks what the institution requires. It won't claim you're authorised to act for the estate — only a court appointment gives you that, and saying so without one can hold up the process.
T. Rowe Price 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, [Your Name], am writing regarding the estate of Robert J. Sample, to ask what your institution requires in order to proceed. 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. Enclosed please find the required documents listed below. For reference, I can be reached at the contact information below. Death notification is now an online form; a Life Events Specialist calls you back. Small Business Retirement Plan accounts (SEP/SIMPLE IRA, 403(b), etc.) use a separate line: 1-800-492-7670. Sincerely, [Your Name] [Your Address] [Your Phone] [Your Email] Enclosures: - Certified Death Certificate - Government-issued Identification
Fill in the bracketed lines under your signature before you send it, so T. Rowe Price can reach you.
Most estates need this same letter for eight or nine institutions, not just T. Rowe Price. Estate Assist finds them and drafts a letter for each.
Draft the rest of my letters →Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.
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.