T. Rowe Price Integration Request
Follow the steps below to kick off your 401(k) payroll integration. This should only take a few minutes — and our team is here to help every step of the way.
Your steps to get connected
1. Complete the Service Change Form
This form is pre-filled with the pertinent information.
You only need to fill out the following information:
- Page 1: General Information Section - You only need to fill in your plan name and plan ID
- Page 10 - Signature
Download and complete page 1 and page 10 of the Services Change Form from T. Rowe Price. It will open directly — no need to contact your rep to get a copy.
2. Email the completed form to T. Rowe Price
Send the following integration request email to T. Rowe Price with your Payroll Integration Form attached.
Email Template - Copy the template below. The vendor details are already filled in — just replace everything in [brackets] with the pertinent information and attach the form.
To: [T. Rowe Price Rep]
Subject: [Plan Number] [Plan Name] — Payroll Integrations, Inc.
Dear [Rep Name]
[Company Name] would like to set up 360 integration with Payroll Integrations, Inc. Please work with the payroll team to begin the onboarding process. Please send a service request to the T. Rowe payroll team to assign a payroll specialist to the project. The information you need for the request:
Payroll vendor: Payroll Integrations Inc.
Name/Phone Number: Carly Doede (619-826-3506)
Email: implementation@payrollintegrations.com
Payroll Integration form attached.
Thank you,
[Your Name]
3. Testing — what to expect before you go live
Once the payroll connection is established, our team will review your payroll configuration and send a test file to T. Rowe Price with your census and contribution data. T. Rowe Price will cross-check this against their records to make sure everything lines up.
Once they have finalized the mapping, they will ask for your approval (typically 3-4 weeks)
Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:
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Full name
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Address
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Date of birth
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Hire date
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Termination date (if applicable)
If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.
During testing, you will need to continue manually:
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Submitting payroll files to T. Rowe Price
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Applying any contribution or deduction changes from T. Rowe Price into your payroll system
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Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.
Questions? We’re here to help.
Reach our sales team at sales@payrollintegrations.com. We’re happy to walk through these steps with you on a call.