The first step is to adopt your Individual 401(k) plan. Use the Standardized Adoption Agreement to adopt your plan.
Download and complete the Individual 401(k) Plan Employer Services Form to establish your plan with T. Rowe Price.
Download and complete an Individual 401(k) Plan New Account Form for yourself and your spouse, if applicable, to specify the mutual fund(s) you've selected for your contributions. You'll also need to complete an Individual 401(k) Beneficiary Designation Form to name beneficiaries for each account.
Complete the Individual 401(k) Plan Salary Reduction Agreement to withhold money from your pay to be contributed to the plan. A spouse participating in the plan must also complete this form. Keep this form in your files, do not send it to T. Rowe Price.
Using the Plan Sponsor Web Site, submit plan contributions electronically via Automated Clearing House (ACH). To download forms for the Plan Sponsor Web Site, click on the below link.
Mail the original Employer Services Form, New Account Form, and a photocopy of the Standardized Adoption Agreement and Beneficiary Designation Form to T. Rowe Price Trust Company, P.O. Box 17479, Baltimore, MD, 21297-1479. To send by certified or express mail, or by courier delivery, send the forms to T. Rowe Price Trust Company, Mail Code 17479, 4515 Painters Mill Road, Owings Mills, MD, 21117-4903. Keep the original Standardized Adoption Agreement and Beneficiary Designation Form and a photocopy of all other forms sent to T. Rowe Price.
If you have questions about completing the forms or setting up your plan, please call one of our client services representatives at 1-800-638-3804. You may also want to consult your financial planner regarding your particular situation.
If you would like to transfer money from another Individual 401(k) plan, download and complete the Individual 401(k) Plan Instructions to Transfer Plan Assets Form. Keep in mind that 100% of plan assets must be transferred.
If you have retirement assets in a former employer's Individual 401(k) or other eligible retirement plan, you can download and complete the Rollover Contribution Transmittal Form to roll over those assets into your Individual 401(k) Plan.
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