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Forms

Change of Beneficiary Form

If you haven’t named a beneficiary, have had a name change, or want to change your existing beneficiary, please select the correct form below.

​Plan A (401k Plan) and defined benefit pension plans (Plan C and others) require separate beneficiary forms. If you are unsure which form(s) is correct for you, please call CBERA at

781-551-8500.

Please make the changes online in your T. Rowe Price account or mail Plan A form to:

T. Rowe Price Retirement Plan Services, Inc.​

Special Attn.: Forms Enclosed

PO Box 17215

Baltimore, Maryland 21297-1215

Please mail or fax the defined benefit form to CBERA

or upload it securely on our website here

Talk to Our Team

Contact our team today to learn more about how we can help you build a successful retirement.

© 2026 by CBERA

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