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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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How do I fill out beneficiary information?

Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word or when designating multiple beneficiaries. Do not impose any conditions on payment.

How do I rollover my T. Rowe Price 401k?

about your rollover, please call 1-888-445-4226. Mail your completed Rollover IRA Form and employer distribution form to T. Rowe Price in the envelope provided. Complete the information as it should appear on your account.

What is the best way to set up beneficiaries?

10 tips about beneficiary designations Remember to name beneficiaries. Name both primary and contingent beneficiaries. Update for life events. Read the instructions. Coordinate with your will and trust. Think twice before naming individual beneficiaries for particular assets. Avoid naming your estate as beneficiary.

Can you borrow from T. Rowe Price?

Within the T. Rowe Price book of business, 86% of plans offer a loan provision and 26% of participants have an outstanding loan balance.

How do I add a beneficiary to my T. Rowe Price?

If you are setting up a new account, you will need to complete a Beneficiaries Transfer on Death form and a Mutual Fund New Account form or a Brokerage New Account form. If you are changing an existing account, you will need to complete a Beneficiaries Transfer on Death form.

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Does T Rowe Price allow in service rollover?

You can either do a direct rollover or a 60-day rollover. If you do a direct rollover, the Plan will make the payment directly to your Roth IRA or designated Roth account in an employer plan.

Can I rollover my 401k myself?

You can transfer a 401(k) to an IRA if you have left a job. First, open or establish an IRA at IRAR and complete our Rollover Certification Form. Then, contact your plan administrator and request the forms that you need to complete to move the plan assets or retirement savings to the self-directed IRA.

How can I pull my money out of my 401k?

By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. Youll simply need to contact your plan administrator or log into your account online and request a withdrawal.

Does T Rowe Price have hardship withdrawal?

To obtain the amount you have available for a hardship withdrawal, please contact T. Rowe Price at 1-800-354-2351. Representatives are available business days between 7 a.m. and 10 p.m. eastern time.

Can I withdraw money from my T. Rowe Price 401k?

Generally allows for penalty-free withdrawals if you retire the year you turn 55 or older. Otherwise, penalty-free withdrawals are available after age 59. Waive early IRS distribution penalties if certain requirements are met, regardless of age.

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