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The lawsuit alleges that T. Rowe Price earned excess profits at the expense of its employees, who paid millions of dollars of their retirement savings in the form of excess fees, and have lost tens of millions of dollars due to investment underperformance.
How do I submit a name or account registration change? To submit a name change, please download, complete, and return the Name Change Form below by mail to T. Rowe Price. In most cases, additional documentation (a copy of a marriage license, divorce decree, or court order) will also be required.
Account owners may remove or change a beneficiary at any time by submitting a Beneficiaries Transfer on Death form signed by all owners. A beneficiary cannot change beneficiary designations. Upon the death of the account owner or the last surviving joint owner, the account passes to the beneficiaries.
Complete a separate Brokerage Transfer form for each account type, account number, or delivering institution. Additional forms can be obtained by copying this original, visiting troweprice.com, or calling the number on the bottom of the page. A complete statement is required in order to initiate the transfer.
To submit a change of registration or change of ownership for an existing account, download, complete, and return the Ownership Change Form by mail to T. Rowe Price. In most cases, additional documentation (birth certificate, death certificate, divorce decree) will also be required.
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If youre still employed with the company that sponsors your Guideline 401(k), your name will first need to be updated directly in your companys payroll provider. Please speak to your internal administrator or HR department to have your name adjusted.