Prepare for Your Financial Fitness Meeting

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

Name *

First

Middle

Last

Email *

What is your current age? *

When do you expect to start drawing income? *

What is your goal for this investment? *

Assuming normal market conditions, what would you expect over time? *

Suppose the stock market performs unusually poorly over the next decade, what would you expect from this investment? *

Which of these statements would best describe your attitudes about the next 3 years? *

Which one of these statements would best describe your attitudes about the next 3 months' performance of this investment? *

File Upload

Click or drag files to this area to upload. You can upload up to 5 files.

Upload files pertinent to your DH participant meeting

Signature

Captcha *