As Your Qualified 1031 Exchange Intermediary, we lead you through every step to successful exchange:
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[md-checkbox label="Type of Exchange" display="inline"] Regular/DeferredReverseConstruction/Improvement [/md-checkbox]
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[md-text label="First Name" outlined="yes"] [/md-text]
[md-text label="Last Name" outlined="yes"] [/md-text]
[md-text label="Entity Name (If different from client name)" outlined="yes"] [/md-text]
[md-text label="Street Address" outlined="yes"] [/md-text]
[md-text label="City" outlined="yes"] [/md-text]
[md-text label="State" outlined="yes"] [/md-text]
[md-text label="Zip Code" outlined="yes"] [/md-text]
[md-text label="Phone" outlined="yes"] [/md-text]
[md-text label="Fax" outlined="yes"] [/md-text]
[md-text label="Email" outlined="yes"] [/md-text]
[md-text label="Confirm Email" outlined="yes"] [/md-text]
[md-select label="Select a Property Type" outlined="yes"] —Please choose an option—Relinquished Property (Property you intend to sell)Replacement Property (Property you intend to purchase) [/md-select]
[md-text label="Sale Price ($)" outlined="yes"] [/md-text]
[md-text label="Estimated Closing Date" outlined="yes"] [/md-text]
[md-checkbox label="Is Property Under Contract" display="inline"] YesNo [/md-checkbox]
Attach Sales Contract
Upload files (max file is 5) (10MB limit) (doc,docx,pdf)
[md-checkbox label="Add Additional Property" display="inline"] YesNo [/md-checkbox]
[md-text label="Company Name" outlined="yes"] [/md-text]
[md-text label="Address" outlined="yes"] [/md-text]
[md-text label="Contact Name" outlined="yes"] [/md-text]
[md-text label="Phone Number" outlined="yes"] [/md-text]
[md-text label="Agents Email" outlined="yes"] [/md-text]
[md-text label="Agents Email" outlined="yes"] f [/md-text]
Have you been involved in a 1031 Exchange before? [md-select label="Please Select" outlined="yes"] —Please choose an option—YesNo [/md-select]
Have you discussed the exchange for which you are requesting Intermediary Services from U.S. 1031 Exchange Services, Inc. with your tax advisor or CPA? [md-select label="Please Select" outlined="yes"] —Please choose an option—YesNo [/md-select]
U.S. 1031 Exchange Services, Inc. does not provide tax advice. We recommend involving your tax advisor at an early stage to be sure the exchange will create the result you are planning.
[md-text label="Tax Advisor/CPA Name" outlined="yes"] [/md-text]
[md-textarea label="Additional Information"] [/md-textarea]
[md-checkbox label="Please tell us how you found us" display="columns-4"] Newspaper Ad. If so, which one?Magazine Ad. If so, which one?Referral. If so, from whom?Picked up brochure. If so, from where?Internet. If so, which search engine?Billboard/sign. If so, where?Used us before. If so, when?Other [/md-checkbox] [md-text label="Mention source here" outlined="yes"] [/md-text]
*By submitting your information, you are authorizing U.S. 1031 Exchange Services, Inc. to start a file and to contact you regarding your 1031 Exchange Exchange.
[/md-form]Back
[md-text label="Enter your First Name" outlined="yes"] [/md-text]
[md-text label="Enter your Last Name" outlined="yes"] [/md-text]
[md-text label="Enter your Phone" outlined="yes"] [/md-text]
[md-text label="Enter your Email Address" outlined="yes"] [/md-text]
[md-textarea label="Additional Comments"] [/md-textarea]
* We don’t share your personal info with anyone.