Get Mutual Fund New Account - T Rowe Price

This guide provides clear instructions on successfully completing the Mutual Fund New Account form for T. Rowe Price online. Following these detailed steps will help ensure that you provide all necessary information accurately and efficiently.

Follow the steps to complete the Mutual Fund New Account form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing owner information in the designated fields. For individuals, enter their name, citizenship, and Social Security Number (SSN). Ensure that all required fields are completed, especially age eligibility for account ownership.
3. If there is a joint owner or another type of owner, complete the respective fields. Indicate the relationship and provide necessary details for each additional owner.
4. Fill in the residential address, which must not be a P.O. box. Include daytime and evening phone numbers along with your email address for communication purposes.
5. In the investment methods section, specify your chosen fund and the amount you intend to invest. If investing in multiple funds, ensure to check the appropriate box and attach additional pages if necessary.
6. Provide bank information if you wish to enable Electronic Funds Transfer (EFT). This requires entering the bank account type and including a voided check or a signed letter from the bank.
7. Select a cost basis method that applies to your investments. Understanding the implications of each method can help with accurate reporting.
8. Review the Signature section carefully. All required signatures must be provided by the account owner(s) and any other necessary bank account owners. Make sure to date your signatures appropriately.
9. Finally, review the completed form for accuracy. Save changes, download, print, or share your completed form as needed.

Complete the Mutual Fund New Account form online today for a smooth and efficient investing experience.