Move Money Safely

Start An Exchange Form

Initiate your 1031 Exchange seamlessly. Complete the form below to begin protecting your capital gains and securing your tax-deferred wealth strategy.

Instructions & Information

Gathering details to initialize your exchange

This form is designed to gather all relevant information to Start An Exchange. Not all information is required to start, but please include everything you have at this time.

Required Information:

Seller: The person or primary contact for the sale of the property or business. Name, phone number, and email are required.
Address To Be Sold: The mailing address of the property that will be sold in this exchange. (The replacement property does not need to be known yet).
Title Company / Law Firm: The name of the Title company or Legal Firm managing escrow/transaction and your key contact. Enter "Unknown" if not finalized.

Optional Information:

The sale of a property or business typically requires either a Title Company or Legal Firm to manage escrow. You may provide Escrow Officer/Lawyer email, phone, case/file numbers, and consultant details if available.

Defeasance Language in 1031 Exchange?

Defeasance language allows any remaining funds left in a 1031 Exchange to be transferred safely into a trust instead of becoming taxable boot.

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1031 Exchange Request Form

Please fill in the required and optional fields below

Seller / Primary Contact

First Name *

Last Name *

Phone Number *

Email Address *

Address To Be Sold *

Title Company / Legal Firm Information

Title Co. / Law Firm Name *

Escrow Officer or Lawyer Name *

Escrow or File Number *

Optional Information

Additional Details

Title Co. / Law Firm Phone or Email

Escrow Officer or Lawyer Email

Tax Deferral Consultant's Name

Tax Deferral Consultant's Email

Additional 1031 Comments (Optional)

Would You Like To Include Defeasance Language in the 1031 Exchange?

Yes

I consent to receive text messages and phone calls from Move Money Safely regarding my 1031 Exchange request, including transactional notifications and follow-up support. Message & data rates may apply. Reply STOP to opt out at any time.

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