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  1. Custodial Accounts | T. Rowe Price
    Home Accounts General Investing Custodial Accounts General Investing Accounts for Minors Start your child on the path to investing with an UGMA/UTMA account. At T. ...
    41K
  2. Four ways you can gift money to children | T. Rowe Price
    ... UGMA) or Uniform Transfers to Minors Act (UTMA) custodial account. These accounts allow you to gift and transfer ... 1-800-401-1819. Log in to your account retirement savings How a custodial IRA can help your child with future retirement ...
    94K
  3. Forms | T. Rowe Price
    ... Retirement Plan Participant Account Establish a 403(b) custodial account or update a beneficiary or change an address. ... review the T. Rowe Price 403(b)(7) Custodial Account Agreement before completing the Employer-Sponsored Retirement Plan ...
    740K
  4. Open an Account: 403(b) Employee | T. Rowe Price
    ... review the T. Rowe Price 403(b)(7) Custodial Account Agreement before completing the Participant Account form. Download ... your employer T. Rowe Price 403(b)(7) Custodial Account Agreement (PDF) Participant Account Form (PDF) Step 2: ( ...
    29K
  5. All T. Rowe Price Accounts
    ... and Uniform Transfers to Minors Acts is a custodial account that allows you to give or transfer money ... and Uniform Transfers to Minors Acts is a custodial account that allows you to give or transfer money ...
    98K
  6. Employers: Administer Your 403(b) Plan | T. Rowe Price
    ... Rowe Price will update the 403(b)(7) Custodial Account Agreement as necessary. You are responsible for making ... a list of the annuity contract and/or custodial account providers that are: (a) receiving contributions as part ...
    50K
  7. 529 plans and more: Smart strategies to help pay for your grandchild’s college education | T. Rowe Price
    ... taxes and penalties. 4 UGMA/UTMA accounts These custodial accounts allow you to give money to a grandchild ...
    109K
  8. Watch: Consolidating retirement accounts: Should you streamline your savings? | T. Rowe Price
    ... fund’s investments are held in a segregated custodial account, which is typically overseen by a bank or fund company in the form of a trust. If the company managing the mutual fund were to falter, another company would likely assume custodial authority of the assets in that fund. The ...
    123K
  9. Form 5500 Reporting Information | T. Rowe Price
    ... Individual 401(k) Plans, and ERISA 403(b) Custodial Accounts. Form 5500 Filing Guidelines for the 2024 Plan ...
    44K