What type of IRA would you like to convert?

T. Rowe Price Individual IRA

Convert your existing T. Rowe Price IRA (Traditional IRA or Rollover IRA) to a Roth IRA. 

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T. Rowe Price Brokerage IRA

Convert your existing Brokerage T. Rowe Price IRA to a Brokerage Roth IRA.

Download IRA Roth Conversion Form (PDF)

T. Rowe Price Small Business IRA

Convert your SEP-IRA or SIMPLE-IRA to a T. Rowe Price Roth IRA. Speak to a Small Business Retirement Specialist at 1-800-492-7670 for assistance.

Explore Small Business Retirement Plans

New to T. Rowe Price?

Convert your Traditional or Rollover IRA held at another financial institution to a T. Rowe Price Roth or Roth Rollover IRA.

Open the IRA

Transfer assets

Transfer the assets by completing a mutual fund IRA Transfer Form or Brokerage IRA Transfer Form.

Download IRA Transfer Form (PDF)

Download Brokerage IRA Transfer Form (PDF)

Submit a form

Complete the IRA Roth Conversion Form.

Download IRA Roth Conversion Form (PDF)

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