Let's Get Started! - National 1031 Exchange Services

LET’S GET STARTED!

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THANK YOU FOR CONTACTING NATIONAL 1031
EXCHANGE SERVICES

We look forward to working with you. Please complete the below order form with as
much information as possible. We will contact you with any questions we have. If
you have any questions, please contact us at 877-483-0427

Order Form

Information Sheet for the “Relinquished” Property
(Property you are selling)

Please complete the following information and then upload, fax or email your Purchase and Sale Agreement (contract) to (408) 996-0823 or info@the1031center.com

1. Taxpayer’s (your) Name(s), as title is vested (look at your Deed):

Taxpayer Name

If the Taxpayer named above is an entity such as a partnership, LLC or corporation, please also provide name & title of the authorized person who will sign documents (ex. Jane Smith, managing member):

Representative First Name

Representative Last Name

Representative Title

2. Social Security Number(s) or Federal Tax ID:

Social Security Number

Employer ID Number

3. Property Address: (you are selling):

Street Address

City

State

Zip

4. Your Mailing Address and Your Contact Info:

Street Address

City

State

Zip

Country

Primary Contact Phone

Primary Contact Mobile Phone

Primary Contact Email Address

Spouse First Name

Spouse Last Name

Spouse Phone

Spouse Mobile Phone

Spouse Email Address:

How long have you lived at the property you are selling?

Years

Will you be taking back a Note/Seller financing/Seller second?

Yes

Contract Sales Price:

Est. Mortgage Balance Remaining:

Closing Date

Contract Date

Buyer's Name:

First Name

Last Name

Closing Legal Firm or Title Company Name

Contact Person First Name

Contact Person Last Name

Phone

Email Address

Street Address

City

State

Zip

How would you like to receive your 1031 Exchange documents for signature? (choose one)

Email (you print, sign, scan back to us)

DocuSign (Electronic Signature)

Send to Closer and I will sign when I sign the rest of the closing papers.

Will you be taking cash out of this closing?

Yes

If yes, how much money would you like to receive from the closing? (Note: In a partial exchange, the money received is subject to potential tax ramifications. Please discuss with your tax advisor)

Please note if you are buying or selling from a relative, you need to seek the advice of your tax counsel.

When your transaction concludes, would you like for us to send your CPA/tax preparer a package of information needed to report your exchange on your tax return? If so, please provide the following information:

Tax Preparer's Name:

Company Name

First Name

Last Name

Phone

Upload Your Sales Contract

Maximum file size: 50MB

***Remember: Purchase and Sale Agreement (contract) must be uploaded, faxed or emailed before we can prepare your exchange paperwork***

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LET’S GET STARTED!

THANK YOU FOR CONTACTING NATIONAL 1031EXCHANGE SERVICES

ABOUT

Reach us

IMPORTANT LINKS

SUBSCRIBE

THANK YOU FOR CONTACTING NATIONAL 1031
EXCHANGE SERVICES