1031 Exchange Services

Open an Exchange

We appreciate your business and look forward to working with you on your 1031 Tax-Deferred Exchange. Please complete as much information as possible on this form to open your exchange. Please contact us at (866) 393-8370, if you have any questions. An administrator will contact you shortly to review your transaction.

Client Information

Name:

Home Phone:

Company Name: (if applicable)

Cell Phone:

Address:

Other Phone:

City:

Fax:

State/Zip:

Email:

Taxpayer ID:

Date of Birth:

How were you referred to Exeter:

Who have you been speaking with at Exeter (if applicable):

Relenquished/Sale Property

Address:

City/State:

Escrow Company/Attorney - Relenquished Property

Escrow Officer/Attorney Name:

Phone:

Escrow Company/Law Firm:

Fax (if available):

Address:

City/State:

Email:

Escrow Number (if available)

Estimated Closing Date:

Replacement/Purchase Property (if available)

Address:

City/State:

Escrow Company/Attorney - Replacement Property (if available)

Escrow Officer/Attorney Name:

Phone:

Escrow Company/Law Firm:

Fax (if available):

Address:

City/State:

Email:

Escrow Number (if available)

Estimated Closing Date:

Additional Information:

**Please be sure to send us a copy of your Driver's License by fax (866-393-8371) or email (orders@exeterco.com).