To roll over 401(k) assets, once on the Rollover IRA page, please select Start Rollover Planner to open your Rollover IRA online. Please note that if you initiate your direct rollover online or other retirement plan account balances, you will need to provide the former employer's plan administrator information (plan administrator's name, address, and telephone number).
Download a Traditional Rollover IRA Application.
If you prefer to initiate your direct rollover via postal mail, please download our Open a Rollover IRA form and return the completed form to us.
- Link to the Transferring Assets to T. Rowe Price Personal Guide to learn how to transfer your IRA assets at other financial institutions to T. Rowe Price.
- You can make your request online. Once on the Open an account page, follow the on-screen prompts to complete your request.
- Download a Transfer IRA Assets Form for existing T. Rowe Price customers who wish to transfer additional assets into an existing T. Rowe Price IRA. Request a Transfer IRA Assets investment kit to be sent to you by mail.
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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