Get T. Rowe Price Designation/change Of Beneficiary 2007-2025

Filling out the T. Rowe Price Designation/Change Of Beneficiary form is an important step in ensuring that your assets are distributed according to your wishes. This guide provides step-by-step instructions on how to effectively complete the form online, making the process simple and straightforward for all users.

Follow the steps to accurately complete your beneficiary designation online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in the name of the plan and the plan ID number in the designated fields at the top of the form.
3. Provide your personal information, including your name, Social Security number, address, city, state, ZIP code, and phone number.
4. Indicate your current marital status by selecting either 'I am not married' or 'I am married.' Review the implications of each option carefully.
5. In the ‘Designation of Beneficiary(ies)’ section, list the individuals you wish to designate as your primary or secondary beneficiaries. Check the appropriate box for each beneficiary.
6. For each beneficiary, provide their name, Social Security number, address, city, state, ZIP code, and date of birth. Ensure that the share percentages for all primary and secondary beneficiaries equal 100%.
7. If you have a non-spouse beneficiary as a primary beneficiary, complete the ‘Spousal Consent’ section by having your spouse sign and date it. If you are not married, check the option stating that spousal consent is not required.
8. As the participant, sign and date the ‘Participant Acknowledgment’ section to confirm your beneficiary designations.
9. The plan administrator must sign and date the ‘Plan Administrator Acknowledgment’ section to complete the process.
10. Save your changes, and then download, print, or share the completed form as necessary.

Complete your T. Rowe Price Designation/Change Of Beneficiary form online today to ensure your wishes are respected.