I should have listened - any interaction with TRP is fraught with peril, even moving assets into TRP.
I was just rearranging accounts, and it seemed to make sense to consolidate my TRP fund shares there to keep free M* access. At least until M* retail customer features finish self-destructing. I would be transferring shares of a TRP fund I didn't already hold at TRP. Also a small amount of cash.
1. First attempt: move fund shares in kind into the mutual fund (not brokerage) side.
a. TRP won't let you create a new fund position via a transfer. So I did a small exchange within TRP to create a position into which to transfer the shares.
b. I filled out the fund transfer form with full fund account number including the hyphen and digit at the end. TRP accepted this form as correct.
c. TRP filled in its part of the transfer form but excluded the hyphen and digit from the account number in its section.
d. Transfer was rejected (after many days) because account numbers didn't match.
TRP subsequently told me that the hyphen and digit are not part of the account numbers. It was my fault for including them.
2. Second attempt: open TRP brokerage account and do an ACAT transfer.
a. This took a couple of weeks but shares were now on brokerage side.
b. TRP told me that the TRP fund position would be moved automatically over to fund side where I could exchange funds.
c. Transfer was not automatic, I could not move shares online, I could not exchange shares.
d. Phone call, manual intervention, shares finally moved to fund side.
3. Third attempt: use small amount of cash in outside brokerage to buy more shares of existing TRP fund position at TRP.
a. TRP told me to use mutual fund transfer form and write "CASH" for the fund being transferred.
b. TRP forwarded form to outside brokerage indicating that check was to be mailed to TRP.
c. Three weeks after submitting form to TRP, and two weeks after outside brokerage had mailed a check, nothing. TRP said I should wait longer - after all, there were weekends and holidays during those two weeks. Give it another three business days.
d. Check was still "in the mail". TRP said there was nothing it could do. I would have to contract the brokerage to have it reissue the check that TRP, not I, requested from them. I had TRP do a three way call.
e. Current ETA is another three weeks - a couple of days to stop payment, get the money back in the account, reissue check. After that, another 10-12 business days according to TRP. The outside brokerage said they could not send the money by ACH or wire or ACAT because all they could do was resend the check as originally requested.
6-7 weeks to transfer cash! TRP even suggested that the mail between Florida and Baltimore was slow. I guess there's a lot of traffic on I-95.