1031 Reverse Exchange Submission Form

Reverse Exchange Intake Form
Instructions: Please complete the following information and provide a fully executed copy of the purchase and sale agreement (the contract) for the purchase and an IRS Form W-9 for the taxpayer in your exchange at least seven business days PRIOR to your sale closing date. Your exchange cannot begin until this form is submitted with the contract.

Thank you for choosing Strategic 1031 Exchange Advisors, LLC to complete your exchange. Please contact us at 800.888.1031 with any questions you may have.
Please upload a fully executed copy of the purchase and sale agreement (the contract).

Browse Files

Cancelof
Please select your exchange type.*

ReverseReverse Construction
Your Contact Information
Your Name*

PrefixFirst NameMiddle NameLast Name
Mailing Address (other than the property you are selling)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Phone Number*
Format: (000) 000-0000.
E-mail*
Do you want the exchange account to be a dual-verification account? (Note: With this type of account, you will receive a phone call from the bank's wire desk to verify all third-party wires with you before they are released. Dual-verification accounts will result in additional fees.)*

YesNo
For deposits greater than $250,000, would you like to enroll the exchange account in the IntraFiBank Network to obtain FDIC insurance? Fees may apply. Deposits at a single bank in a single ownership capacity have access up to $250,000 in FDIC insurance at that bank. By using services from IntraFi, a depositor can access multi-million-dollar FDIC protection through a single bank relationship.*

YesNo
Full name of your financial advisor.

First NameLast Name
Company:
Phone Number
Email
Do we have your consent to contact them regarding your exchange?

YesNo

Parked Property Information

Property we are purchasing
Replacement Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Closing Date:

MonthDayYear
Date
Contract Date:*

MonthDayYear
Date
Seller's Name: *
Are you obtaining 3rd party (bank) financing for this acquisition?*

YesNo
If yes to the above:
Bank Name:
Contact Person at Bank:

First NameLast Name
Phone Number
Email
Do you plan to make any construction improvements to the property?*

YesNo
If yes to the above, what construction improvements are planned?

Your Closing Attorney or Title Company Information

For the property you are purchasing
Closing Firm or Title Company: *
Attorney's Name or Contact Person *

First NameLast Name
Phone Number*
Email*
Your Real Estate Attorney Information (if applicable)
Company/Firm Name
Attorney's Name or Contact Person

First NameLast Name
Phone Number
Email

Consulting Agreement:
Consulting Agreement For Reverse Exchange: Once we have drafted your document package, you will be obligated to pay our Firm Three Thousand Five Hundred Dollars ($3,500.00) for the work performed. Should you decide not to move forward with the exchange for any reason, this fee will be deemed to have been earned and become immediately payable. By checking the box below, you acknowledge and consent to this financial obligation.*

Yes
Would you like more information on a tax-deferred investment in Opportunity Zones?*

YesNo
Would you like to learn more about other tax efficient strategies for commercial real estate that might help you achieve significant tax savings, such as Cost Segregation?*

YesNo
Would you like to learn about other services our company provides?*

YesNo
Would you like to be added to our mailing list for periodic newsletters?*

YesNo
Your Name*

First NameLast Name
Should be Empty:

Reverse Exchange Intake Form

Your Contact Information

Parked Property Information

Your Closing Attorney or Title Company Information

Your Real Estate Attorney Information (if applicable)

Consulting Agreement: