SEP IRA: Open an Account - T. Rowe Price

Opening and Managing Your SEP-IRA Account

About SEP-IRA Accounts
These accounts give small business owners and their employees a cost-effective way to save for retirement. Only use these forms if your employer has already established a SEP-IRA Program at T. Rowe Price.


Step 1: Download and Complete the Participant Account Form
Once you've completed the Participant Account form, give it to your employer to set up your account. If you need help selecting mutual funds, contact T. Rowe Price.  


Step 2 (optional): Transfer Your Existing SEP-IRA to T. Rowe Price
Consolidating all your SEP-IRA assets in one place can help simplify your financial life. Once you've downloaded and completed this form, and your employer has set up your account, send the form to T. Rowe Price at the address provided on the form.