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  1. Forms | T. Rowe Price
    ... and Custodial Account Agreement before completing the distribution form. Download PDF SIMPLE IRA IRA Beneficiary Name or change beneficiaries for a SEP-IRA ...
    780K
  2. FAQs | T. Rowe Price College Savings Plan
    ... a Roth IRA maintained for the same account beneficiary with a Rollover to Roth IRA Form . The 529 plan account must have been maintained ... a Roth IRA maintained for the same account beneficiary with a Rollover to Roth IRA Form . The 529 plan account must have been maintained ...
    128K
  3. Forms & Documents | T. Rowe Price College Savings Plan
    ... Rowe Price College Savings Plan account to the beneficiary's Roth IRA. Download Form Rollover to Roth IRA Request a rollover from your T. Rowe Price College Savings Plan account to the beneficiary's Roth IRA. Download PDF Plan Documents T. ...
    63K
  4. Help | Account Information | T. Rowe Price
    ... add or update beneficiary information on an existing IRA or ESA: Complete Online Download, complete, and return the following form to add or update beneficiary information to taxable account(s): Beneficiaries - Transfer on ...
    146K
  5. Tax and IRA FAQs | T. Rowe Price
    ... Roth IRA, Rollover IRA, SEP-IRA, or SIMPLE IRA): with distributions during the tax year will ... holders or beneficiaries who have a qualified education program (such as ...
    104K
  6. How Laws Governing Inherited IRAs May Mean Changes to Your Plan and RMD Rules for Your Beneficiaries | T. Rowe Price
    ... they cannot move the assets into their own IRA. Most beneficiaries in this group must begin taking RMDs in ... in meeting your charitable goals while reducing Traditional IRA asset balances your beneficiaries might receive. As with any change in the ...
    135K
  7. How Coordinating Beneficiary Designations Can Increase Your After-Tax Legacy | T. Rowe Price
    ... carefully modify two types of documents in tandem: beneficiary designation forms for retirement accounts and the will or trust ... usually tax-free and are distributed based on beneficiary designations, like a Roth IRA; however, regarding tax treatment after inheritance, they are ...
    164K