Start a New Exchange

Start a New Exchange
Current titleholder of the property you are exchanging - Exchange Entity*
This could be things like - "X and Y, a married couple", "XYZ, LLC", "ABC, Inc", "X living trust, etc.
Tax ID*
Tax ID of the Exchange Entity
Contact Name*

First NameLast Name
Preferred Phone Number*
Mobile Number (if different)
E-mail*
Contact Address*

Street Address

Street Address Line 2

CityState

Zip Code
Signature*

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Is there is another Exchanger on this account (ie. spouse/ biz partner)
Name

First NameLast Name
Preferred Phone Number
Mobile Number (if different)
Email
Address (if different)

Street Address

Street Address Line 2

CityState

Zip Code
Are there more than 2 exchangers?

NoYes - We will be in touch
Additional Information

Please complete as much information as possible

Do you have copies of the Purchase and Sale Agreement and/or the preliminary title policy?
No need to complete any of the questions below if the information is contained in these documents
Cancelof

Relinquished Property Information (Property being sold)
Estimated Closing Date

MonthDayYear
Sales Price
Buyer Name
Property Address

Street Address

Street Address Line 2

CityState

Zip Code
Are there more than one relinquished property?

NoYes - We will be in touch

Your Real Estate Agent/Broker (if applicable)
Your Real Estate Agents Name

First NameLast Name
Company Name
Email
Phone Number

Your Closer (Escrow Agent for Relinquished Property Sale)
Escrow Number
Escrow Company Name
Closing Officer Name

First NameLast Name
Closing Officer Email
Closing Officer Phone Number

Your Attorney (if applicable)
Law Firm Name
Lawyer Name

First NameLast Name
Lawyer Email
Lawyer Phone Number

Your Tax Advisor (if applicable)
Tax Firm Name
Tax Advisor Name

First NameLast Name
Tax Advisor Email
Tax Advisor Phone Number

Should be Empty: