Document Automation
Map your custodian's rollover form in Docuplete's visual editor. Every client from then on gets a unique interview link — they fill and sign in one session, you get a completed, pre-filled PDF delivered automatically. Works with Schwab, Fidelity, Equity Trust, Midland IRA, and any other custodian's form.
Live demo · No account needed
Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxWhat gets automated
Docuplete's visual mapper lets you place answer boxes exactly where they appear on your PDF. Common IRA rollover fields include:
How it works
The setup takes under 10 minutes. After that, every new rollover client takes seconds to process.
Upload the form you already use — Schwab's TOA, Fidelity's transfer request, Equity Trust's form, or any standard PDF up to 50 MB. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One answer — like the client's name — can be mapped to multiple locations across multiple pages in a single drag.
Generate a unique link per client. They fill a guided interview on any device — no account required. You get a completed, signed rollover form automatically within minutes of submission.
Custodian-specific guides
Field names, layout, and requirements vary significantly between custodians. Docuplete works with all of them — and we've documented the specifics for the most common ones.
Schwab's TOA form — the most common transfer form for RIAs today, especially post-TD Ameritrade merger. ACAT and non-ACAT transfers, conditional partial transfer logic.
View Schwab guide →
Fidelity's Transfer of Assets Request — 3-5 day processing, no Medallion required. Guidance on in-kind vs. liquidation fields and common NIGO causes.
View Fidelity guide →
Equity Trust's Transfer/Rollover Request for self-directed IRAs. Includes asset description fields for alternative assets, Direction of Investment in the same session.
View Equity Trust guide →
Midland Trust's Transfer of Assets form for self-directed IRAs. In-kind asset descriptions, conditional alternative asset fields, multi-document packages.
View Midland guide →
Docuplete works with any custodian's PDF — fixed-layout, scanned, or interactive. Upload it, map the fields, and it works. No special format or reformatting required.
Key features
Clients sign electronically. Docuplete verifies identity via email OTP before accepting — creating a legally defensible audit trail for every rollover.
Only ask about partial transfer amounts if the client chose a partial transfer. Conditional logic keeps the interview short and relevant to each client.
A single package can include multiple PDFs — rollover form, disclosure, beneficiary designation — all filled from one client interview.
Completed rollover PDFs are automatically saved to your Google Drive folder after every submission — no manual downloading.
Processing rollovers for multiple clients? Upload a CSV to generate all forms in one run — one row per client.
Configure a webhook URL to receive a signed POST the moment a client submits — with all their answers and a link to the completed PDF.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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