Custodian · Midland IRA / Midland Trust
Midland's Transfer of Assets form for self-directed IRAs asks for specific custodian details, asset type, and account information that varies by client. Docuplete captures every field through a guided interview and maps directly onto Midland's form — eliminating manual data entry and transcription errors.
Midland specifics
Midland IRA (now Midland Trust) processes direct custodian-to-custodian transfers for self-directed IRAs. Key fields on their Transfer of Assets form:
How it works
Every Midland client gets their own unique link. The interview adapts — only showing the asset description fields for in-kind transfers.
Upload the PDF you already use — Midland's Transfer of Assets form, any version. Docuplete's visual mapper works with any fixed-layout or standard PDF.
Drag answer boxes onto each field — delivering custodian name, account number, asset type, signature. Map it once; it applies to every client session from then on.
Each client gets their own link. They answer guided questions on any device — no account needed. You receive a completed, signed Midland transfer form automatically.
Key features
Only show the asset description and estimated value fields when the client selects an in-kind transfer. Clients transferring cash or liquidated positions see a shorter, simpler interview.
Include Midland's transfer form alongside a Direction of Investment or asset-specific form in a single package — clients complete both in one guided session.
Midland requires the account holder's signature. Docuplete collects it electronically with email OTP verification — the same defensible audit trail used for compliance documentation.
Pre-populate common delivering custodian names, addresses, and phone numbers using Docuplete's prefill feature — reducing errors on one of the most commonly wrong fields in transfer forms.
Every completed Midland transfer form is stored in your Docuplete submission bank with a full audit trail — searchable by client name, date, or status.
Completed forms are automatically pushed to your Google Drive folder after every submission — ready to forward to Midland without any manual steps.
14-day free trial. No credit card. Works with the Midland PDF you already have.
Start free trialStarts at $69/mo.
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