Custodian · Fidelity Investments
Fidelity's IRA Transfer of Assets Request is a high-volume form for advisors moving clients from other custodians. The form asks for precise custodian details, account types, and transfer scope — information that's easy to collect wrong when done manually. Docuplete guides each client through a structured interview and maps their answers directly onto the Fidelity form.
Fidelity specifics
Fidelity's IRA Transfer of Assets Request collects incoming transfers to Fidelity IRAs from outside custodians. Key fields on the form:
Why it matters
A not-in-good-order return on a Fidelity transfer form delays account funding by weeks and typically requires another round of client signatures. The most common NIGO causes: wrong account number at the delivering institution, mismatched IRA type, and missing or incomplete partial transfer instructions. Docuplete's conditional interview catches these gaps before the form is submitted.
Upload Fidelity's IRA Transfer of Assets Request PDF. Docuplete's visual mapper works with Fidelity's standard fixed-layout form — no AcroForm fields required.
Place answer boxes on each field. Set conditional logic: only show the partial transfer amount field if the client selects a partial transfer. Map it once — use it for every client forever.
The client opens a unique link, answers structured questions on any device, and signs electronically. You receive the completed Fidelity form — no callbacks needed.
Key features
Clients often misremember or mistype their delivering custodian's address. Docuplete lets you pre-populate common delivering institutions so clients choose from a validated list.
Guide clients to select the correct IRA type — Traditional vs. Rollover IRA is a common point of confusion. Interview question wording can be customised to match how Fidelity labels the options.
Show the securities list only when the client selects in-kind transfer. Clients liquidating and sending cash see a shorter, simpler interview with no irrelevant fields.
Fidelity accepts electronic signatures. Docuplete's OTP verification confirms the signer's identity via email before the signature is accepted — generating a full audit trail.
Completed Fidelity transfer forms are automatically saved to Google Drive and synced to the client's HubSpot record — with the completed PDF attached.
Every completed form is stored in your submission bank with the full session audit trail — who signed, when, from which device — accessible via dashboard or API.
14-day free trial. No credit card. Works with the Fidelity PDF you already have.
Start free trialStarts at $69/mo.
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