Exchanger Information
Please provide as much information as possible to help us best suit your needs.
Name of Person(s) or Entity in Title to Property Being Sold:
*
Mailing Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tax Identification Information - Tax ID is required for exchange accounts by IRS regulations. Only one Tax ID is required if there are multiple exchanges. Please enter your Tax ID number below.
TAX ID Number
# of Signatures Required:
Please Select
1
2
3
4
5
6
7
8
Primary Signer (1)
Please include: First Name, Last Name, Title
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Relationship to Taxpayer
Secondary Signer (2)
Please include: First Name, Last Name, Title
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Relationship to Taxpayer
If there are more than two signers, we will reach out to you for further details.
Relinquished Properties (Property sold to a Person which is not the Borrower or an Affiliate thereof, and the proceeds of such sale are held in an exchange account by a Qualified Intermediary, as part of a Section 1031 Exchange.)
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Property Type
*
(Commercial Office, Commercial Land, Commercial Retail, Residential SFR, Residential Land, Agriculture Farm/ Ranch, etc.)
Is there any debt on the property?
*
Yes
No
Is this property held for investment use only?
*
Yes
No, it is my primary residence.
Anticipated Sale Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Closing Company Name:
*
Closing Agent Name:
*
First Name
Last Name
Closing Agent Email:
*
example@example.com
Closing Agent Phone:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Sale Contract:
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Title Commitment:
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Any additional information we should know?
Any additional documents we should have?
Please Select
W-9
Drivers License
Trust Documents
Organizational Documents
Partnership Agreements
Intake Form
Other
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