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Institutional Clients
Private Clients
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Name:
Email:
 
Please fill out as much of the information as you can ('' denotes required fields). Please refrain from entering tax identification numbers, as we will collect that information over the telephone for security purposes.
You may instead download the PDF version to print and mail, fax or email to us at your convenience.


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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