Instruction Page2

Please complete the following at least 3 days before your meeting.

Financial Fitness or Divorce Meetings

  1. Complete and sign the Risk Tolerance Questionnaire.
  2. Upload any documents you feel will be helpful.
  3. Set up your online access to your T. Rowe Price accounts.
  4. Have the following available for your meeting:
    • Last Pay Stub(s)
    • Recent Tax Returns
    • Social Security Statement
    • D-H Pension Benefit Information, if you qualify.

Risk Tolerance Questionnaire & File Upload

Time Horizon

Long-term Goals & Expectations

Short-term Risk Attitude

Click or drag files to this area to upload. You can upload up to 5 files.
Upload files pertinent to your DH participant meeting
=

Student Loan Meetings

  1. Fill out the Student Loan Questionnaire on this page.
  2. Upload any documents you feel will be helpful.
  3. Set up a Federal Student Loan (FSA) ID, directions below.
  4. Think about your future expectations and goals.
  5. Have the following available for your meeting:
    • Last Pay Stub(s)
    • Recent Tax Returns
    • Federal Student Loan Financial Aid Review
    • FSA ID & Password

Student Loan Questionnaire & File Upload

Please specify any remaining balances, time left on loan(s), interest rates, and if any loans were taken out prior to 2010.
Have your online access information on hand
Please list employment and related salary.
Click or drag files to this area to upload. You can upload up to 10 files.
=