Fidelity Transfer of Assets Completed Form Examples and Samples
Find clear examples and samples of a filled Fidelity Transfer of Assets form. Our guide simplifies the process for IRA rollovers and brokerage account transfers, helping you avoid common mistakes.
Fidelity Transfer of Assets Example – IRA Rollover
How this form was filled:
This example shows how to fill out the Fidelity Transfer of Assets form for a full, in-kind rollover of a Traditional IRA from another brokerage (Charles Schwab) to a Fidelity Traditional IRA. All personal, sending, and receiving account information is clearly provided.
Information used to fill out the document:
- Account Owner: Jane A. Smith
- Social Security Number: 987-65-4321
- Date of Birth: 06/15/1980
- Residential Address: 456 Oak Avenue, Anytown, USA 12345
- Phone Number: (555) 123-4567
- Fidelity Account Number: Z12-345678
- Fidelity Account Type: Traditional IRA
- Current Firm Name: Charles Schwab & Co., Inc.
- Current Firm Account Number: 8765-4321
- Current Firm Account Type: Traditional IRA
- Transfer Instruction: Transfer all assets from my account
- Liquidation Instruction: Transfer all securities in-kind (do not sell)
- Signature: Jane A. Smith
- Date Signed: 10/28/2026
What this filled form sample shows:
- Clearly specified personal and contact information for the account owner.
- Accurate details for both the delivering institution (Charles Schwab) and the receiving institution (Fidelity).
- Explicit instruction for a full transfer of the entire account balance.
- Selection of an 'in-kind' transfer to move securities without triggering a taxable event.
- Proper authorization with a legal signature and current date.
Form specifications and details:
| Form Name: | Fidelity Transfer of Assets (TOA) |
| Use Case: | Full IRA Rollover (Trustee-to-Trustee) |
| Delivering Firm: | Charles Schwab |
| Receiving Firm: | Fidelity Investments |
| Transfer Method: | In-Kind Direct Transfer |
Created: February 25, 2026 07:46 PM
