Opening your SIMPLE IRA account is easy:
- SIMPLE IRA New Account Form
Download and complete a SIMPLE IRA New Account Form. For help choosing mutual funds for your SIMPLE IRA, obtain a prospectus below, or call 1-800-638-3804 for assistance.
- SIMPLE IRA Transfer-In Form
Be sure to also fill out a SIMPLE IRA Transfer-In Form to move an existing SIMPLE IRA toT. Rowe Price.
- Download a Mutual Fund Prospectus
Prospectuses for each T. Rowe Price mutual fund are available online for immediate download. Prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. (Note: tax-free mutual funds are not appropriate for IRAs or small-business retirement plans).
- Beneficiary Change Form
Use this form to update your beneficiary information.
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