T. Rowe Price Additional Application Form Instructions
This document provides instructions for existing investors to make additional investments into T. Rowe Price funds. It includes details for filling out the application form, payment methods, and submission instructions. Ensure all details are provided accurately to process your application smoothly.
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How do I fill this out?
To fill out this application form, first, gather your personal information and details of your existing investment. Next, indicate the fund you wish to invest in and the amount you plan to invest. Finally, choose your payment method and ensure that all information is accurate before submission.
How to fill out the T. Rowe Price Additional Application Form Instructions?
1
Gather your personal and investment information.
2
Choose the fund and investment amount.
3
Select your payment method.
4
Fill out the application form carefully.
5
Submit the completed form via post or fax.
Who needs the T. Rowe Price Additional Application Form Instructions?
1
Existing investors adding to a current fund. They need to update their investment.
2
Individuals looking to invest in T. Rowe Price funds for the first time. They require guidance on how to apply.
3
Financial advisors managing client investments. They require the form to facilitate their clients' additional investments.
4
Companies making bulk investments in T. Rowe Price funds. They need accurate documentation for compliance.
5
Trustees managing trust funds. They need to document the additional investment process accurately.
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What are the instructions for submitting this form?
To submit the T. Rowe Price Additional Application Form, complete all required fields and ensure accuracy. You can send the completed form via post to T. Rowe Price Australia Limited, Unit Registry, C/ Link Market Services Limited, Locked Bag 5038, Parramatta NSW 2124, or fax it to +61 2 9287 0375. For any queries regarding submission, contact our Client Services team at +61 2 8667 5700 for assistance.
What are the important dates for this form in 2024 and 2025?
The application form is issued in March 2024 and must be submitted alongside your investment payment to ensure timely processing. Keep track of any changes in fund details or requirements as they may vary year to year. Always refer to the latest documents and guidelines published by T. Rowe Price.
What is the purpose of this form?
The purpose of this form is to facilitate additional investment for pre-existing T. Rowe Price fund investors. It serves as a streamlined way for these investors to invest more into their current funds without having to submit a new application. This ensures compliance and swift processing of investment additions, benefiting both investors and fund management.
Tell me about this form and its components and fields line-by-line.
- 1. Account Name: The name associated with the investment account.
- 2. Telephone Number: A contact number during business hours.
- 3. Email Address: Email for communication regarding the application.
- 4. Fund Selection: The selection of funds where the investment will be made.
- 5. Investment Amount: The amount the investor wishes to add to their investment.
- 6. Payment Method: Preferred method of making the investment payment.
- 7. Declaration and Signature: Acknowledgment of understanding the terms and conditions.
What happens if I fail to submit this form?
Failing to submit this form correctly could lead to delays in processing your additional investment. Missing or incorrect information may require follow-up and resubmission, leading to a longer wait for your funds to be allocated. Therefore, it is crucial to ensure accuracy when completing the form.
- Incomplete Information: Missing account details or investment amounts can lead to processing delays.
- Incorrect Payment Method: Choosing an unsupported payment method will prevent investment from being processed.
- Signature Issues: Without proper signatures, the application cannot be validly processed.
How do I know when to use this form?
- 1. Additional Investment: To document any additional investments into an existing fund.
- 2. Updating Investor Information: To adjust your existing investment details as needed.
- 3. Transferring Funds Between Funds: When changing your investment from one fund to another.
Frequently Asked Questions
How do I submit the T. Rowe Price Additional Application Form?
You can submit the form via post to T. Rowe Price Australia Limited, or fax it to +61 2 9287 0375.
What payment methods are available for investment?
You can make payments using BPAY or electronic funds transfer to Equity Trustees Limited.
Is there a minimum investment amount?
Yes, the minimum additional investment is $100,000 for I Class and $5,000 for S Class investments.
Do I need to fill out this form if I am using BPAY?
If you are an existing investor making a BPAY payment to add to a fund you already hold, you do not need to complete this form.
What is the processing time for my application?
Your application will be processed upon receipt of funds, and confirmation will be sent within five business days.
Can I use my credit card for BPAY transactions?
No, BPAY does not accept payments from credit card accounts.
What should I do if I need assistance with the form?
You can contact the Client Services team at +61 2 8667 5700 for help with the form.
What happens if my application is not submitted correctly?
If the form is not filled out correctly, your application may be delayed or not processed.
Are there age restrictions for investors?
Yes, all investors must be of legal age, which is typically 18 years or older.
Where can I find the relevant PDS for the funds?
You can download the PDS from the EQT website or request it via the Client Services team.
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