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.
What 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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