FormsT Rowe Price 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Plan ID at the top of the form. If you are submitting a contribution for a new participant, ensure to register them on the Plan Sponsor Web or attach the necessary Participant Account form.
3. Fill in your Social Security Number and specify the Contribution Type. Provide your Plan Contact Name, Phone Number, and Email Address for any follow-up.
4. In the Participant Totals section, list each participant's name along with their Company Name if it differs from the plan name.
5. Complete the Employer Information section by entering the Plan Name and specifying contribution amounts for each type (Employer Discretionary, Salary Reduction, etc.). Ensure that total contributions equal 100%.
6. If changing investment allocations, complete the Fund Name section and indicate allocation percentages. Remember to check off your plan type at the bottom of this section.

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