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

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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

FSA ID Directions

Student Loan Questionnaire & File Upload

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