Home
About Us
FAQ
Library
Accounts
Clients
Contact Us

Menu

Home
About Us
FAQ
Library
Accounts
Clients
Contact Us

Start Your Exchange

Start Your Exchange

1031 Like-Kind Exchange Information For Real Property Form

Please fill out as much of the information as you can (‘•‘ denotes required fields). Please refrain from entering tax identification numbers, as we will collect that information over the telephone for security purposes.
You may instead download the PDF version to print and mail, fax or email to us at your convenience.

OWNER OF RELINQUISHED PROPERTY INFORMATION

Taxpayer/Owner - Full Name of Individual(s) or Company

Contact Name (If Company)

Physical Address

Mailing Address (If Different)

City

Fax #

Email

Send Documents To:

OWNER ADVISOR BOTH

Send Documents Via Email?

YES NO

FOR INDIVIDUALS AND TRUSTEES

Full Legal Name 1:

Date of Birth:

Full Legal Name 2:

Date of Birth:

FOR CORPORATIONS, LLCs AND PARTNERSHIPS

State of Incorporation:

Business Start Date:

Fiscal Year End:

CLOSING AGENT INFORMATION

Firm Name

Contact Name

Physical Address

Mailing Address (If Different)

City

State

Zip Code

Phone #

Fax #

Email

Assistants or Alternate Contact Names/Phone Numbers:

ATTORNEY/CPA

Type of Advisor:

ATTORNEY ACCOUNTANT/CPA OTHER

Firm Name

Contact Name

Physical Address

Mailing Address (If Different)

City

State

Zip Code

Phone #

Fax #

Email

Assistants or Alternate Contact Names/Phone Numbers:

RELINQUISHED PROPERTY INFORMATION (PROPERTY BEING SOLD)

Legal Description or Street Address of Property

City

State

County

Closing Date

Sales Price

Debt on Property

If selling a fractional ownership interest or if partial exchange, please indicate % or dollar amount included in the exchange:

PURCHASER OF RELINQUISHED PROPERTY

Full Name of Purchaser of Relinquished Property:

REPLACEMENT PROPERTY INFORMATION (PROPERTY BEING ACQUIRED)

Has Replacement Property been located?

YES NO

If YES, Expected Closing Date:

BENEFICIAL OWNERS OR PARTNERS INFORMATION

Full Legal Name

Physical Address (no P.O. Boxes)

Full Legal Name

Physical Address (no P.O. Boxes)

Full Legal Name

Physical Address (no P.O. Boxes)

Full Legal Name

Physical Address (no P.O. Boxes)

SUBMITTED BY

Name

Phone #

Email

If you or your advisor(s) have been in contact with ES Group, please provide contact name:

How did you hear about ES Group?

Additional Comments

I have carefully reviewed and hereby confirm the validity of the information I have provided above.