Asset Allocation Form

An asset allocation form is an online form a client or plan participant completes to specify how they want their investments split across asset classes — like stocks, bonds, cash, and alternatives — often alongside a risk tolerance assessment. Advisors and retirement plan administrators use it to document a client's allocation instructions before acting on them.

An emailed allocation request comes back in whatever format the client used — some send percentages, some send dollar amounts, some skip an asset class they forgot about. A form asks for the same categories in the same order every time, so you're reviewing one consistent submission instead of reconciling three different layouts before you can act on it.

Capture what you need to document and act on the instruction:

• Client name and account or plan identifier
• Risk tolerance or investment objective
• Target allocation by asset class
• Date of the instruction
• Signature confirming the allocation

Not natively. Typeform doesn't have a built-in allocation or constant-sum question type that validates totals automatically — you can collect percentages with Number questions, but confirming they sum to 100% takes a manual review or a logic-based workaround using variables. Plan for that check as a step after submission rather than assuming the form enforces it.

Yes. Add a Signature question and clients can type, draw, or upload a signature to confirm the allocation before you act on it — no separate document to print and return. It covers basic electronic signature standards (ESIGN, UETA, eIDAS) and is available on Growth Flow, Growth Custom, and Enterprise plans.