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Transfer an Account Online

Transferring your retirement or nonretirement assets to T. Rowe Price is simple and smart.

What You'll Need to Transfer an Account
Check Personal and Beneficiary Information   Check Gather the Following Information
  • Social Security number
  • Date of birth
  • Residential address
  • Beneficiaries' names, dates of birth, and Social Security numbers
  
  • The name and address of your current financial institution
  • A full copy of your most recent statement
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