To roll over 401(k) assets, once on the "What is a Rollover" page, please select "Rollover Now" on the right to open your Rollover IRA online. Please note that if you initiate your direct rollover online, you will need to provide the former employer's plan administrator information (plan administrator's name, address, and telephone number).
If you prefer to initiate your direct rollover via postal mail, please download our Open a Rollover IRA Account form and return the completed form to us.
To transfer IRA assets, you can make your request online. Once on the "Open my T. Rowe Price IRA" page, follow the on-screen prompts to complete your request.
If you prefer to initiate your IRA transfer via postal mail, please complete an Open an IRA form and a Transfer IRA Assets form. Please complete all sections of these forms and mail them to us at the return address provided. As soon as we receive your forms, we will set up a new IRA for you and contact the current custodian to arrange the transfer.
To transfer nonretirement assets to a new T. Rowe Price account, please complete an Open an Account form and an Authorize Transfer of Nonretirement Assets form from the Forms and Literature section.
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