Data can be typed directly into this form.
Page 1 of 2
Once you have saved it, please send using:
Or Fax: 888-876-3583
Improvement Exchange Worksheet
Exchangor/Taxpayer Information:
Name:
□
Individual(s)
□
Trust
□
Partnership
□
Corporation State of Formation:
□
Other
Contact Person, if not an Individual:
Mailing Address:
Phone:
Email:
Replacement Property Information:
Address or Legal Description:
County:
State:
Expected Close Date:
Purchase Price:
Loan Amount:
Lender:
□
Interest Only
□
Amortizing
Short description of improvements to be made:
Estimated value of improvements:
Estimated completion date:
Relinquished Property Information:
Address or Legal Description:
County:
State:
Expected/Actual Close Date:
Estimated amounts, if known: Sale Price:
Mortgage Payoff:
Exchange proceeds:
Data can be typed directly into this form.
Page 2 of 2
Once you have saved it, please send using:
Or Fax: 888-876-3583
Improvement Exchange Worksheet
Replacement Property Title/Escrow/Closer Information:
Company Name:
Contact Name:
File #
Phone:
Email:
Exchangor’s Lender Information:
Contact Name:
Phone:
Email:
Exchangor’s Advisor Information:
Firm Name:
Contact Name:
Role:
Phone:
Email:
Relinquished Property Title/Escrow/Closer Information:
Company Name:
Contact Name:
File #:
Phone:
Email: