1031 Submission Form

Instructions: Please complete the following information and provide a fully executed copy of the purchase and sale agreement for your sale (the contract) 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 as your 1031 Exchange Qualified Intermediary to complete your exchange. Please contact us at 800.888.1031 with any questions you may have.

NOTE: If you have a Reverse Exchange, please follow the link below to complete the proper form.

Reverse Intake Form: https://form.jotform.com/212415800992151

Please select your exchange type. See below for definitions of the different types of exchanges.*

Forward ExchangeConstruction Exchange

Forward Exchange: When the relinquished property is sold before the replacement is purchased.

Construction Exchange: A forward exchange where some of the proceeds from the sale are used to improve the replacement property.

Please upload a fully executed copy of the purchase and sale agreement (the contract).

Browse Files

Your Name*

PrefixFirst NameMiddle NameLast Name

Phone Number*

Format: (000) 000-0000.

E-mail*

Mailing Address (other than the property you are selling)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

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 IntraFi Bank 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

Area CodePhone Number

Email

example@example.com

Do we have your consent to contact them about your exchange?

YesNo

Title as vested on Deed: *

Please use the exact name shown on the title of the property deed.

Will there be any change to the ownership structure prior to closing?*

YesNo

EIN or Social Security Number of Seller: *

Entities use Tax ID and Individuals use Social Security numbers

Is the seller a disregarded entity of a different taxpayer?*

YesNo

If yes to the above, what is the name of that taxpayer?

What is the EIN/SS# of that taxpayer?

Will the seller be defeasing a mortgage upon the sale? (by substituting the real estate it is selling with other collateral, rather than paying off the loan).*

YesNo

Forward Exchange Intake Form

Your Contact Information

Relinquished Property Information

Your Closing Attorney or Title Company Information

Replacement Property Purchase(s)

Consulting Agreement: