Open an Order

Exchangor/Taxpayer Information

Name of Exchangor(s)

First Name

Last Name

If there are Multiple Exchangors, list them here

If Exchangor is a business entity, list the legal name

If Exchangor is a business entity what is its state of organization?

If Exchangor is a Business entity, who will be signing and in what capacity?

Social Security Number or Federal Employer Identification Number (only one needed)

Street Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Second Phone

(###)

###

####

Fax

(###)

###

####

Email(s) of Each Exchangor

Relinquished Property Information

Sale Price

Projected Closing Date

YYYY

Name that the relinquished property is titled in

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Zip

Relinquished Property - Realtor Information

Name of Realtor

First Name

Last Name

Name of Firm

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Secondary Phone

(###)

###

####

Fax

(###)

###

####

Relinquished Property - Closing Information

Title Company closing the Relinquished Property

Name of Closer

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Secondary Phone

(###)

###

####

Fax

(###)

###

####

Accountant/Attorney Information

Name of Accountant or Attorney

First Name

Last Name

Name of Firm

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Secondary Phone

(###)

###

####

Fax

(###)

###

####

Replacement Property Information

Optional - Fill this in only if you know this information

Sale Price

Projected Closing Date

YYYY

Name of the Seller of the Replacement Property

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Replacement Property - Realtor Information

Name of Realtor

Name of Firm

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Secondary Phone

(###)

###

####

Fax

(###)

###

####

Replacement Property - Closing Information

Optional - Fill this in only if you know this inforomation

Title Company closing of the Replacement Property

Name of Closer

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Primary Phone

(###)

###

####

Secondary Phone

(###)

###

####

Defer the tax. MAXIMIZE your gain.