FDF
1.pdf
Email: [email protected]
Page 1 of 2
Fax: 888-876-3583
Deferred Exchange Worksheet
for Real Estate
Exchangor Information:
Name:
□
Individual(s)
□
Trust
□
Partnership
□
Corporation State of Formation:
□
Other
Contact Person, if not an Individual:
Mailing Address:
Phone:
Email:
Relinquished Property Information:
Address or Legal Description:
County:
State:
Expected Close Date:
Estimated amounts, if known:
Expected Sale Price:
Mortgage Payoff:
Cost Basis:
Replacement Property Information, if known:
Address or Legal Description:
County:
State:
Expected Close Date:
Purchase Price:
Estimated closing costs:
Loan amount:
Lender:
□
Interest Only
□
Amortizing
Seller’s Name
Seller’s Relationship to Exchangor
□
None
□
Family Member
□
Affiliate
□
Other
Make Improvements during the exchange?
□
Yes
□
No
If “yes”, briefly describe the improvements
to be made:
Email: [email protected]
Page 2 of 2
Fax: 888-876-3583
Deferred Exchange Worksheet
for Real Estate
Relinquished Property Escrow / Closer:
Company Name
Contact Name
File #
Phone
Email
Replacement Property Escrow / Closer, if known:
Company Name
Contact Name
File #
Phone
Email
Exchangor’s Legal / Tax Advisor, if any:
Firm Name
Contact Name
Phone
Email