Order Form - National 1031 Exchange Services

Order Form

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

Please complete the following information and then 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):

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):

Name:

Title:

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

3. Property Address (you are selling):

City:

State:

Zip:

4. Your Mailing Address:

City:

State:

Zip:

Home#

Cell#

Spouse Home#

Cell#

E-mail Address:

How long have you owned the property you are selling? (Years)

Years

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

Yes

Contract Sales Price:

Est. Mortgage Balance Remaining:

Closing Date

Contract Date

Purchaser’s Name:

First

Last

Closing Legal Firm or Title Company Name:

Contact Person:

Phone:

Address:

Email Address:

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 you 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:

Name:

Phone:

***Remember: Purchase and Sale Agreement (contract) must be faxed or emailed along with these two pages before we can prepare your exchange paperwork***

Comments:

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