Prepare for Your Financial Fitness Meeting

Instruction Page2

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

Financial Fitness Meetings

  • Complete and sign the Risk Tolerance Questionnaire.
  • Upload any documents you feel will be helpful.
  • Set up your online access to your T. Rowe Price accounts.
  • 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

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