Exchangor Intake

Thank you for choosing Growth 1031, Inc. as your 1031 Exchange Accommodator!

Relinquished property: This is the property which you, the Exchangor, want to sell and defer your taxes on the Capital Gains or Depreciation Recapture. The property that you are selling must be property that you have held for investment or for business purposes.

Replacement property: This is the property that you, the Exchangor, intend to purchase to replace the Relinquished Property so that you can qualify for a Section 1031 Like Kind Exchange. This can be a single property or multiple properties.

Exchangor Name

First Name

Last Name

Exchangor email address

Exchangor Phone

(###)

###

####

Exchangor current mailing address

Relinquished property address

Please provide the address of the property you are selling.

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Is your relinquished property for sale listed, not listed, or currently in escrow?

Choose one option from the dropdown.

If you're in escrow, what is your expected close date?

If you're currently in escrow, please select the expected close of escrow date and fill out information about your closing agent (or escrow officer's). If not, please leave this section blank.

YYYY

Closing agent or escrow officer's contact Information

What exact name is on title of the relinquished property you are selling?

Example: your name, your name and you're spouses, the name of your trust, DST or LLC. If there is a second exchangor, please fill out their contact information below.

Any additional sellers to this transaction?

Please provide their full name, email, and phone number.

Is this a SELLER FINANCING transaction?

Have you started searching for a replacement Property?

Yes

Are you adding an additional party to your replacement property?

Yes

How did you hear about us?

Would you like a free consultation?

Are you planning to sell to or purchase a property from a related party* (see definition below)?

How is "related party" defined?

Purchasing your replacement property from a related party may disqualify your 1031 exchange if you do not follow specific rules and guidelines issued by the Internal Revenue Service (IRS). Pursuant to Sections 267(b) and 707(b) of the Internal Revenue Code related include, but are not limited to, immediate family members, such as brothers, sisters, spouses, ancestors and lineal descendants. Related parties do not include stepparents, uncles, aunts, in-laws, cousins, nephews, nieces and ex-spouses.

Related parties also include corporations, limited liability companies or partnership in which more than 50% of the stock, membership interests or partnership interests, or more than 50% of the capital interests or profit interests is owned by the taxpayer.

Please contact us at info@growth1031.com or 619-991-1031 immediately if you have concerns or questions about purchasing from a related party.

Exchangor Intake

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