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401(k) Rollover Planner

Read through our 401(k) rollover options to discover how easy it is to roll your old 401(k) into a T. Rowe Price Rollover IRA. Our rollover planner will provide you with step-by-step instructions to guide you through the process.

401k Rollover Planner

Read through our 401k rollover rules, investigate plan options and discover how easy it is to roll your old 401(k) into a T. Rowe Price Rollover IRA. Our rollover planner will provide you with step-by-step instructions to guide you through the process.


Welcome to the T. Rowe Price 401(k) Rollover IRA Planner

We want to make rolling over as easy as possible for you. Just answer these questions, and we'll provide a customized rollover worksheet that will guide you through the steps of opening your new account. The questionnaire shouldn't take more than a few minutes to complete.

How will you be handling your IRA Rollover

I'd like to have my retirement asset moved directly to T. Rowe Price.
I already have a check from my employer.

Outstanding Loans

Do you have an outstanding loan?
No.
Yes, I currently have an outstanding loan.

Do you currently hold any shares of company stock in your retirement plan?

No.
Yes.

Investing

When it comes to your attitude toward investing, which statement best describes you?
I'd like T. Rowe Price to do it for me.
I'm ready to pick funds on my own.
Let's take it one step at a time. I'll finish my rollover now and select my investments later.

Download your Worksheet

Now that you've completed the Rollover Planner you can download and print out your worksheet, which you can use during the rollover process. If you follow the steps that we've provided, it won't be long before you've completed the process of opening and funding your rollover IRA.

Download your Rollover IRA worksheet

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