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Alternative Investment Request for Transaction Letter of Instruction (LOI), page 1
Basic · 32/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

This Letter of Instruction (LOI) is a crucial document for investors wanting to transact in alternative investments through a brokerage like Fidelity. By signing, you authorize Fidelity to act on your behalf for purchases or redemptions, acknowledge the risks involved, and confirm your responsibility for the investment's suitability. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields19
Pages2
Sections4
Form Complexity IndexBasic, 32/100

The AI checks your answers before you download

14 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Account Number Format and Existence

This check verifies that the 'Account Number' field is not empty and conforms to the expected format for a Fidelity account number. It also cross-references the number against Fidelity's database to ensure it represents a valid, active account. This is critical for routing the transaction to the correct account and preventing processing errors. If the number is invalid or not found, the form submission will be rejected with an error message prompting the user to correct the entry.

Transaction Type Completeness

This validation ensures that the form is not submitted with both the 'Purchase Information' and 'Sell/Redemption Information' sections completely blank. At least one of these sections must be filled out to define the transaction type. This prevents the submission of empty or ambiguous instructions. If both sections are empty, the system will prompt the user to complete the details for either a purchase, a sale, or both for an exchange.

Primary Signature and Date Presence

Validates that the 'Primary Account Owner Signature' and its corresponding 'Date' field on page 2 are not empty. A signature and date are legally required to authorize Fidelity to act on the instructions provided. This check ensures the form is legally binding and properly authorized. A missing signature or date will halt processing and require the user to complete the fields before the form can be accepted.

Date Field Format and Validity

This check ensures that all date fields on the form are entered in the specified 'MM DD YYYY' format and represent a valid calendar date. It also verifies that the date is not in the future. This maintains data consistency and ensures the transaction is recorded with an accurate, legally sound execution date. An invalid format or a future date will trigger an error, requiring the user to correct the entry.

CUSIP Format Validation

This validation confirms that the 'CUSIP' field in both the purchase and sell sections, if filled, adheres to the standard 9-character alphanumeric format. The CUSIP is a critical, unique identifier for securities. Ensuring its format is correct reduces the risk of misidentifying the asset and executing an incorrect transaction. If the format is invalid, the user will be notified to review and correct the CUSIP.

Purchase Information Completeness

If any field in the 'Purchase Information' section is filled, this check mandates that at least the 'Asset Name' and 'Amount' fields are completed. These fields are the minimum information required to attempt a purchase transaction. This prevents incomplete purchase requests from being submitted, which would otherwise fail during processing. The system will return an error if these core fields are missing from a purchase request.

And 8 more checks
  • Sell/Redemption Information Completeness
  • Joint Account Signature Requirement
  • Account Owner Name Consistency
  • Sufficient Funds for Purchase
  • Asset Ownership for Sale
  • Purchase Calculation Consistency
  • Account Type Eligibility Check
  • Numeric Field Type Validation

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How to Fill Out Alternative Investment LOI Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Alternative Investment LOI form.
  2. Provide your account information, including the account owner's name and account number, letting the AI populate the fields.
  3. Specify the transaction type by filling out the 'Purchase Information' for a buy, 'Sell/Redemption Information' for a sell, or both for an exchange.
  4. Enter the specific details for the asset, such as its name, CUSIP, number of shares/units, and the total transaction amount.
  5. Carefully review the authorizations and acknowledgements to understand your responsibilities and the terms of the transaction.
  6. Electronically sign and date the form. The AI will place your signature and the date in the correct fields for all required account owners.
  7. Download the completed, signed form and submit it to Fidelity via mail or as instructed by your representative.

Common Mistakes in Completing Alternative Investment LOI

The ones the AI is built to catch.

Forgetting to Sign or Date the Form
This is one of the most frequent reasons for rejection, as applicants often overlook the signature block on the second page or forget to enter the date. An unsigned or undated form is legally invalid and will be immediately returned by the processing team. This causes significant delays in executing the time-sensitive investment transaction, potentially resulting in a missed opportunity. Always review both pages of the form before submission, paying special attention to the signature and date fields.
Missing Signature for Joint Account Holder
When an account is jointly owned, all owners listed on the account must sign the form. People often assume only the primary owner's signature is needed, leading to an incomplete application that cannot be processed. This will cause the form to be rejected, delaying the transaction until all required signatures are collected and the form is resubmitted. Before sending, verify the account type and ensure all joint owners have printed their names, signed, and dated the form in the designated areas.
Entering an Incorrect Asset Name or CUSIP
Alternative investments often have very specific legal names and unique CUSIP identifiers. Applicants may use a shortened or informal name, or transpose digits in the CUSIP, which can lead to the purchase of the wrong asset or a complete failure to process the transaction. To avoid this, you should always copy the exact legal asset name and CUSIP from the fund's official offering documents. AI-powered form filling tools like Instafill.ai can help prevent this by validating data against known financial databases.
Omitting the Share Class
Many funds offer multiple share classes (e.g., Class A, Class I) with different fee structures and investment minimums. Failing to specify the share class is a critical omission that makes the order impossible to execute, as the processor won't know which version of the fund to buy or sell. This will halt the transaction until you provide the missing information, causing delays. Always verify the correct share class from the subscription agreement and enter it clearly on the form.
Providing Ambiguous Purchase or Sell Instructions
Users may enter both a 'Number of Shares/Units' and a total 'Amount,' creating a conflict if the values do not correspond exactly. This ambiguity forces the processor to seek clarification, delaying the trade until the user's true intent is confirmed. To avoid this, decide whether you are transacting a specific number of shares or a specific dollar amount and fill in only that corresponding field, leaving the other blank unless you are certain of both values.
Improperly Filling Out an Exchange Transaction
The form instructs users to complete both the 'Purchase' and 'Sell/Redemption' sections for an exchange, but people often only fill out one section. This results in an incomplete request that cannot be processed as an exchange, leading to rejection or incorrect processing as a simple buy or sell. If you are exchanging one asset for another, you must provide full details for both the asset being sold and the asset being purchased to ensure the transaction is handled correctly.
Failing to Include the Required Fund Subscription Agreement
The form states that a signed Fund Subscription Agreement must accompany the request when applicable, which is almost always the case for new alternative investment purchases. Forgetting to include this separate, often lengthy document is a common oversight that will prevent the entire transaction from being initiated. Always confirm if a subscription agreement is required for your purchase and ensure it is fully completed and submitted along with this Letter of Instruction.
Requesting a Purchase with Insufficient Funds
The form's prerequisites state that the account must be funded before a purchase will be processed. Applicants sometimes submit the form expecting funds to arrive later, but the transaction will not be processed without available cash in the account. This leads to the request being held and potentially canceled, causing the investor to miss the intended trade date. Always confirm that sufficient cleared cash is available in your brokerage account before submitting the purchase request.
Mismatching Account Owner Name and Account Number
This error occurs when the account number provided does not belong to the account owner(s) named on the form, often due to a simple typo or confusion between multiple accounts. This mismatch will cause an immediate processing failure for security and verification reasons, halting the transaction. To prevent this, carefully cross-reference the full account owner name(s) and account number with a recent account statement before filling out the form.
Not Using Capital Letters and Black Ink as Instructed
When filling out a printed copy, the instructions explicitly require using all CAPITAL letters and black ink for legibility and proper scanning. Users may ignore this and use cursive, mixed-case letters, or blue ink, which can lead to data entry errors by the processing team or outright rejection of the form. If you must fill the form manually, adhere strictly to these formatting rules. Alternatively, use a tool like Instafill.ai, which can convert non-fillable PDFs into fillable versions to ensure perfect legibility.

Frequently Asked Questions About Alternative Investment LOI

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 1 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Alternative Investment LOI.
Can I fill other forms too?
This plan is for your Alternative Investment LOI: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out Alternative Investment LOI?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Alternative Investment LOI, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Alternative Investment LOI to fill out?
Alternative Investment LOI has a Form Complexity Index of 32 out of 100, in the basic tier: 19 fillable fields across 2 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of this Alternative Investment Request form?
This form is a Letter of Instruction (LOI) used to request transactions like purchases, sales, or exchanges of Alternative Investments in your Fidelity account. It is not intended for capital call requests.
Who needs to fill out this form?
Any Fidelity account owner who wants to instruct Fidelity to buy, sell, or exchange an Alternative Investment on their behalf must complete and sign this form.
What other documents do I need to provide with this form?
A signed Fund Subscription Agreement must accompany this request if applicable. Additionally, the Alternative Investments Addendum and Custody Agreement must be on file before any transaction can be processed.
How do I request an exchange of one investment for another?
To process an exchange, you must complete both the 'Purchase Information' section for the asset you are acquiring and the 'Sell/Redemption Information' section for the asset you are liquidating.
What if I don't know the CUSIP, price, or number of shares?
You should fill in all the information you have available. The form notes to provide the number of shares/units and price 'if known,' so you can leave these fields blank if the information is not available to you.
Can I purchase Alternative Investments in my 401(k) account?
No, the form states that purchases of Alternative Investments are not permitted in Defined Contribution Retirement Plan (Keogh), Self-Directed 401(k), or BrokerageLinkĀ® accounts.
Can I use margin to purchase an Alternative Investment?
No, you cannot use margin to purchase Alternative Investments. Your account must have sufficient available cash to cover the purchase amount.
Where do I send the completed form?
You can return the signed form to your investment representative or mail it directly to Fidelity using the regular or overnight mail addresses provided on page 2 of the form.
Who is required to sign the form?
The form cannot be processed without signatures from all account owners. For a joint account, both the primary and joint account holders must sign and date the form.
What is Fidelity's responsibility in processing this transaction?
Fidelity acts on your behalf to submit the request, but is not responsible for losses if an issuer fails to remit proceeds or for market value changes during processing. You are solely responsible for the investment decision.
Can I use an AI tool to help fill out this form?
Yes, services like Instafill.ai use AI to help you accurately auto-fill form fields from your saved profile, which can save time and help prevent errors.
How can I fill out this form online if it's a PDF?
You can use a service like Instafill.ai to fill out the form online. Simply upload the PDF, and the platform will allow you to type your information directly into the fields or auto-fill them.
My copy of the form is a non-fillable PDF. What should I do?
If your PDF is not interactive, you can use a tool like Instafill.ai to convert it into a fillable form. This allows you to easily type in your information and complete it on your computer.
Do I need to have funds in my account before submitting a purchase request?
Yes, your account must be funded or have sufficient cash available for the purchase before Fidelity will process the transaction.
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