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 email@example.com
1. Taxpayer’s (your) Name(s), as title is vested (look at your Deed):
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
2. Social Security Number(s) or Federal Tax ID:
Social Security Number
Employer ID Number
3. Property Address: (you are selling):
4. Your Mailing Address and Your Contact Info:
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Primary Contact Phone
Primary Contact Mobile Phone
Primary Contact Email Address
Spouse First Name
Spouse Last Name
Spouse Mobile Phone
Spouse Email Address:
Will you be taking back a Note/Seller financing/Seller second?
Closing Legal Firm or Title Company Name
Contact Person First Name
Contact Person Last Name
How would you like to receive your 1031 Exchange documents for signature? (choose one)
Will you be taking cash out of this closing?
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:
Upload Your Sales Contract
***Remember: Purchase and Sale Agreement (contract) must be uploaded, faxed or emailed before we can prepare your exchange paperwork***
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