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.
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Completed Fidelity Transfer of Assets form for a Traditional IRA rollover from another brokerage

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
Categories: asset transfer forms
Created: February 25, 2026 07:46 PM
Completed Fidelity Transfer of Assets form for a Traditional IRA rollover from another brokerage