How do I roll over 401(k) or other retirement plan account balances to T. Rowe Price?

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).

If you prefer to initiate your direct rollover via postal mail, please download our Mutual Fund IRA New Account form or Brokerage IRA New Account form, as applicable and return the completed form to us.

How can I transfer IRA assets I have elsewhere to T. Rowe Price?
  • Review 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 Invest Now page, follow the on-screen prompts to complete your request.
  • If you prefer to initiate your direct rollover via postal mail, please download the Mutual Fund Transfer form or Brokerage Transfer form, as applicable for existing T. Rowe Price customers who wish to transfer additional assets into an existing T. Rowe Price IRA.
How do I transfer nonretirement assets to a new T. Rowe Price account?

To transfer nonretirement assets to a new T. Rowe Price account, please complete the Mutual Fund New Account form or Brokerage New Account form, as applicable and the Mutual Fund Transfer form or Brokerage Transfer form, as applicable