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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

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):

2. Social Security Number(s) or Federal Tax ID:
3. Property Address (you are selling):

4. Your Mailing Address:

How long have you owned the property you are selling? (Years)
Will you be taking back a Note/Seller financing/Seller second?
Purchaser’s Name:
Purchaser’s 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 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:

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

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