Fax Signed Financial Documents — Transfers, Rollovers & Loan Forms
Custodians and lenders still mandate fax for signed transfer and rollover paperwork. Send it free, and receive their confirmation on your own number.
Last updated: July 2026
Find the fax number on your institution’s form
Account transfers (ACATS), 401(k) and IRA rollovers, medallion-signature-guarantee forms, and loan paperwork each list a dedicated fax number — on the form itself or in the custodian’s transfer instructions. Signed forms are often required by fax because it delivers a clean, timestamped copy. Use the number on the form, and confirm it with your institution before sending.
Put the account number on a cover sheet
Add your account number and name to the cover sheet so signed forms match your account and process without a callback. Include every page the institution asks for — a transfer authorization, a recent statement, and any medallion-stamped page — as one fax.
Send free — never fax a wire authorization
Upload your signed documents (PDF or photos) and enter the institution’s fax. Transfer authorizations, rollover forms, closing documents, and beneficiary changes send free within your monthly free pages. **Do not fax a wire-transfer authorization or full account credentials** — wire fraud is real; use your bank’s secure channel for money movement, and fax only the signed paperwork.
Get your own number for the confirmation
Custodians confirm and follow up by fax — “received,” “please re-sign,” “a form is missing.” On a shared number those get lost, and your rollover or transfer stalls for weeks. A dedicated FaxTerra number receives that confirmation in your email as a PDF. See how receiving works.
Frequently Asked Questions
Can I fax a 401(k) or IRA rollover form?
Yes. Custodians commonly require signed rollover and account-transfer (ACATS) forms by fax. FaxTerra sends your signed documents online with delivery confirmation — small documents are free.
What should I put on the cover sheet?
Your account number and name, so the signed forms match your account and process without a callback. Include every page the institution requests, including any medallion-stamped page.
Should I fax a wire-transfer authorization?
No. Never fax wire-transfer instructions or full account credentials — wire fraud is a real risk. Use your bank’s secure channel to move money, and fax only the signed transfer or rollover paperwork.
Is FaxTerra affiliated with my bank or custodian?
No. FaxTerra is an independent online fax service, not affiliated with any bank, lender, or custodian. We deliver your signed documents to the fax number you provide and receive the confirmation for you.