Standard Intake Form

Standard Intake Form

Please tell us about the property you are selling

Sale Property Street Address (and Unit) Only

Zip Only

How is Title Held?**

Legal Name

% Ownership in Property (100 or Actual Share)

Sales Price (whole amount only, no commas)

Your Buyer's Legal Name (Entity or Individual)

Buyer Signing Officer (if Buyer is an Entity)

Estimated Closing Date

Please tell us about the property you are selling

First and Last Name

Your Mailing Street Address (and Suite) Only

Zip Only

Mobile Phone Number***

Exchangers Email

City of Birthday*** (City only please)

Your Settlement Agent Handling Your Closing (Escrow Agent, Title Agent or Attorney)

First and Last Name

Phone

Email

Escrow File# or Name

**IMPORTANT NOTICE: Please select the choice which reflects how title is held or Exchange may be jeoperdized. Call us at 866-944-1031 for questions.

***Mobile Phone Number and City of Birth is REQUIRED for your authentication and security. ATTN: PLEASE SAVE INFORMATION FREQUENTLY AS INFORMATION IS ENTERED

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1031 Exchange Advantage™ is a trade name of 1031 EA, LLC and is not a licensed broker. 1031 EA, LLC does not provide, brokerage, legal or accounting services and is simply a Qualified Intermediary under the IRS code. It therefore is not providing any services other than accommodation services and clients and prospects are advised to confirm all tax, legal, accounting and real estate investment decisions with their professionals such as their accountant or attorney.

SellTaxFree.com™ is a trade name of 1031 Exchange Advantage®.

A 1031 exchange is a method of tax deferral upon the sale of investment real estate. However, the decision to pay or not pay accumulated and/or deferred taxes is up to the taxpayer, who has control over whether transactions are completed tax-deferred, or tax-free!

If an exchanger should decide to continue exchanging into investment property of same or greater value for life, and never sell investment property without utilizing a 1031 exchange, no taxes would be due on any transactions, making them tax-free! Even in the event the taxpayer dies, the taxes die with him, again making the transactions tax-free!

Because the choice is up to the taxpayer, we like to say taxes in an exchange are deferred, unless you choose to Sell Tax-Free!

Copyright 2024 © 1031 EA, LLC & Fortune Cookie Consulting, Ltd. All rights reserved.

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