Your plan administrator will confirm if the Plan accepts participant rollover contributions. Contact your current 403(b) custodian or insurance company to order the appropriate form(s) needed to request a direct rollover of your distribution to
If you haven't already established a 403(b) account at T. Rowe Price, complete the Participant Account form. You may complete the form on screen, print and copy it, and give the original to your employer (keep the copy for yourself). Be sure to indicate the fund(s) in which you wish to invest. Call 1-800-492-7670 to request a prospectus, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
If you would like to invest in funds similar to those you currently own, call one of our client services representatives at 1-800-492-7670 to help you choose the mutual fund investments for your account.