I have some questions about rolling over my old 401(k).
Need help rolling over? Just answer a few questions, and we'll create a customized action plan for you. Learn more.
Welcome to the T. Rowe Price 401(k) Rollover IRA Planner
We want to make rolling over as easy as possible for you. Just answer these questions, and we'll provide a customized rollover worksheet that will guide you through the steps of opening your new account. The questionnaire shouldn't take more than a few minutes to complete.
How will you be handling your IRA Rollover
I'd like to have my retirement asset moved directly to T. Rowe Price.
I already have a check from my employer.
Outstanding Loans
Do you have an outstanding loan?
No.
Yes, I currently have an outstanding loan.
Do you currently hold any shares of company stock in your retirement plan?
No.
Yes.
Investing
When it comes to your attitude toward investing, which statement best describes you?
I'd like T. Rowe Price to do it for me.
I'm ready to pick funds on my own.
Let's take it one step at a time. I'll finish my rollover now and select my investments later.
Download your Worksheet
Now that you've completed the Rollover Planner you can download and print out your worksheet, which you can use during the rollover process. If you follow the steps that we've provided, it won't be long before you've completed the process of opening and funding your rollover IRA.