1031 Exchange Solutions :: ES Group

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OWNER OF RELINQUISHED PROPERTY INFORMATION
•Taxpayer/Owner - Full Name of Individual(s) or Company	Contact Name (If Company)
•Physical Address	Mailing Address (If Different)
•City •State •Zip Code
•Phone # Fax # •Email
Send Documents To: OWNER ADVISOR BOTH Send Documents Via Email? YES NO
If Owner (Exchangor) is an ES Group client, enter name of Primary Banker:
FOR INDIVIDUALS AND TRUSTEES
Full Legal Name 1: Date of Birth:
Full Legal Name 2: Date of Birth:
FOR CORPORATIONS, LLCs AND PARTNERSHIPS
State of Incorporation: Business Start Date: Fiscal Year End:
CLOSING AGENT INFORMATION
Firm Name	Contact Name
Physical Address	Mailing Address (If Different)
City State Zip Code
Phone # Fax # Email
Assistants or Alternate Contact Names/Phone Numbers:
ATTORNEY/CPA
Type of Advisor: ATTORNEY ACCOUNTANT/CPA OTHER
Firm Name	Contact Name
Physical Address	Mailing Address (If Different)
City State Zip Code
Phone # Fax # Email
Assistants or Alternate Contact Names/Phone Numbers:
RELINQUISHED PROPERTY INFORMATION (PROPERTY BEING SOLD)
•Legal Description or Street Address of Property
•City •State •County
Closing Date Sales Price Debt on Property
If selling a fractional ownership interest or if partial exchange, please indicate % or dollar amount included in the exchange:
PURCHASER OF RELINQUISHED PROPERTY
•Full Name of Purchaser of Relinquished Property:
REPLACEMENT PROPERTY INFORMATION (PROPERTY BEING ACQUIRED)
Has Replacement Property been located? YES NO If YES, Expected Closing Date:
BENEFICIAL OWNERS OR PARTNERS INFORMATION
Full Legal Name	Physical Address (no P.O. Boxes)
Full Legal Name	Physical Address (no P.O. Boxes)
Full Legal Name	Physical Address (no P.O. Boxes)
Full Legal Name	Physical Address (no P.O. Boxes)
SUBMITTED BY
•Name •Phone # •Email
If you or your advisor(s) have been in contact with ES Group, please provide contact name:
How did you hear about ES Group?
Additional Comments
•I have carefully reviewed and hereby confirm the validity of the information I have provided above.


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