Financial Advisors · Rollover Intake
IRA and 401(k) rollovers involve multiple custodian forms, account details, and client signatures — all collected manually, all prone to errors. Docuplete turns your rollover intake into a guided online process: clients fill once, you get every form pre-filled and signed.
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 sandboxThe problem
Delivering custodians require account numbers, transfer types, percentage or dollar amounts, and specific identifying information — details most clients don't have readily available.
Each custodian — Schwab, Fidelity, Vanguard — has its own form. Copying the same client data into each one is slow and error-prone.
Collecting client information and then requesting a signature separately doubles the client touchpoints per rollover.
Paper-based collection leaves no structured proof of what the client authorized and when — a compliance risk during audits.
How it works
Upload the rollover forms you use — Schwab, Fidelity, Vanguard, or your proprietary forms. Any standard PDF.
Drag field mappings onto the PDF where each answer goes. Map once; reuse for every client.
Generate a tokenised interview link per client. They fill on any device at their own pace — no account needed.
Receive the completed, OTP-verified, e-signed forms with a full audit trail. Ready to submit to the custodian.
What the interview collects
One interview, multiple forms. Map multiple custodian forms to the same interview fields — the client fills once and you receive all forms populated.
Join advisors who've cut rollover processing time with Docuplete's guided digital interview.
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