|
Step 1: Download and Complete Forms Then Mail to T. Rowe Price
|
||
| First complete and sign the Standardized Adoption Agreement to adopt your plan. | ||
| The Employer Services Form allows you to set up your account with |
||
Use the New Account Form for yourself and your spouse (if applicable) to specify the mutual fund(s) in which you'd like to invest. |
||
Complete Plan Beneficiaries Designation Form in order to designate beneficiaries for your account. |
|
Step 2a: (optional) Download, Complete the Instructions to Transfer Plan Assets Form and Follow the Mailing Instructions Provided on the Form
|
||
| This form allows you to transfer money from another Individual 401(k) plan to your T. Rowe Price Individual 401(k) Plan. |
|
Step 2b: (optional) Download and Complete Rollover Contribution Transmittal Form and Mail to T. Rowe Price
|
||
| This form allows you to roll over assets from a former employer's 401(k) or other eligible retirement plan. |
|
Step 3: Download and Complete the Individual 401(k) Salary Reduction Agreement and Save for Your Records
|
||
| This form allows you to elect or change the amount to be withheld from your salary. Your spouse must also complete one of these forms to participate in the plan |
|
Step 4: Get Your Plan Sponsor Web Site Operator ID
|
||
| A unique Operator ID will be mailed to you once your application has been processed. It should arrive within 7 to 10 days. |
|
Step 5: Activate and Set Up Your Plan Sponsor Web Site
|
||
| Once you've received your Operator ID and temporary password, you can access Plan Sponsor Web, which allows you to administer your plan online. |
|
Step 6: Contribute to Your Account
|
||
| Once you've established your Plan Sponsor Web site, you can begin contributing. |
Feedback