Finem Group 1031 Exchange Intake Form

Finem Group 1031 Exchange Intake Form
Thank you for choosing the Finem Group to complete your upcoming 1031 Exchange. Our aim is to make this process as clear, simple and anxiety-free as possible. At any point, if you have questions, reach us directly at 706.305.0054.

Instructions: Please complete the following intake form in its entirety. Additionally, please upload a copy of the fully executed purchase and sale agreement (Contract) as soon as it comes available. Collecting the below information in as timely a manner as possible will assure our ability to optimally execute on your behalf.
Please select your exchange type. See below for definitions of the different types of exchanges.*

Forward ExchangeConstruction ExchangeReverse Exchange
Definitions:
- Forward Exchange: A Forward 1031 Exchange is when the old or relinquished property is sold and close before the replacement or new property is purchased and closed
- Construction Exchange: A Construction Exchange allows you to sell your relinquished property and use some of the proceeds from the sale to improve the replacement property.
- Reverse Exchange: A Reverse Exchange is where the replacement property is acquired first and then the current property is traded away.
Please upload a fully executed copy of the purchase and sale agreement (the Contract).

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Relinquished Property Information

For the property you are selling
Title as vested on Deed:*
Please use the exact name shown on the title of the property deed.
Will there be any change to ownership structure prior to closing?*

YesNo
Please specify ownership structure change, timeframe, and steps completed to date.
Social Security or Tax ID of Seller:*
Individuals use Social Security numbers, and Entities use Tax ID.
Property Address (for the property you are selling):*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How long have you owned the property you are selling?*
Are you providing Seller Financing to the buyer?*

YesNo
Contract Sales Price*
Estimated Debt Owed*
Adjusted Basis of the Property
Closing Date

MonthDayYear
Date
Contract Date

MonthDayYear
Date
Purchaser's Name*

First NameLast Name
Will you be taking out cash at closing?

YesNo
If so, how much?

Preferred Closing Attorney or Title Company Information

For the property you are selling
Closing Firm or Title Company
Closing Attorney or Contact Person
Closing Attorney Phone Number
Please enter a valid phone number.
Closing Attorney Email
example@example.com

Accountant Information

In order to plan holistically, we will need to speak with your accountant to fully understand the tax implications of your exchange, and plan for your upcoming purchase.
Accounting Firm
Accountant Name

First NameLast Name
Accountant Phone Number
Please enter a valid phone number.
Accountant Email
example@example.com

Financial Planner Information

If you have a financial planner, it may be advisable to speak with them to ensure that we are considering your greater financial plan.
Financial Planning Firm
Financial Planner Name

First NameLast Name
Financial Planner Phone Number
Please enter a valid phone number.
Financial Planner Email
example@example.com

Your Personal Information