EXCHANGE INTAKE FORM

Colorado 1031 Exchange
  1. Complete above contact info and below Relinquished Property section.
  2. If known at this time, complete the below Replacement property section
  3. Complete the Personal Information section for all individuals that wish to be authorized individuals on the custodial trust account.
  4. Complete the Entity Information section if legal title of the Relinquished Property is in the name of an entity such as a corporation, limited liability company (LLC), trust, or partnership.
  5. IES will prepare documentation to set up the exchange. Expect a follow up email containing your Custodial Trust Account Agreement to be signed shortly after submitting the above information.

We will verify Public Records and Check Systems as part of our account opening process. Please know that there may be cases when additional information will be required to proceed with the account opening process including but not limited to the following: Utility Bill for Address Verification or Copy of a SSN Card or the first page of a filed tax return for SSN Verification.

RELINQUISHED PROPERTY INFORMATION

(Property you are SELLING)

REPLACEMENT PROPERTY INFORMATION

(Property you are PURCHASING)

PERSONAL INFORMATION FOR ALL AUTHORIZED INDIVIDUALS

(Required to Set Up Custodial Trust Account for Exchange Proceeds)

*Bottom section of this form is to be completed ONLY if legal title to relinquished property is held in the name of an entity such as a Corporation, LLC, Irrevocable Trust, Partnership, etc.:

Please expect a follow up email via Docusign containing your Custodial Trust Account Agreement, 1031 Exchange Agreement, and IRS Form W-9 to be signed shortly after submitting the above information.