ONBOARDING FORM

Exchangor/Taxpayer Information:

Exchangor/Taxpayer on Title *

Name (preferred) *

Phone *

Email *

Type of Entity *

Individual(s)
Trust
Partnership
Corporation
Other
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Taxpayer Mailing Address *

Relinquished Property Information:

Property Address *

State *

City *

Estimated amounts (if known):

Expected Close Date

Expected Sale Price

Expected Mortgage Payoff

Relinquished Property Closer Information (Escrow/Title/Attorney):

Escrow Closer Name *

Closer Phone Number *

Closer Email *

Closer File Number (if known)

Other Important Information:

Have you identified a replacement property? *

I have, and I expect it to close shortly after my property sells

I have, but I am unsure of the closing date

I do not have a replacement property

Are both the relinquished and replacement properties going to be used for investment or business purposes? *

Yes

No - I plan to, or am, living in one of the properties

Referral Source

Do you have an advisor that has been helping you (typically a realtor or financial advisor), that you would like copied on communications?