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Starting an Exchange

Starting an Exchange

How to begin an Exchange?

It’s important to understand the types of exchanges available to your clients.

To get a §1031 Exchange started, contact us at (800) 332-1031 and ask to speak to one of our Exchange Counselors.

You can also fill out the following form and one of our Exchange Counselors will contact you within 24 hours.

    Starker representative (if known)
    Client information
    Client Name (Exchanger - the Relinquished Property Seller)*
    First Name
    Last Name
    Entity Name (If different from client name)
    Street Address
    Address Line 2
    City
    State / Province / Region
    ZIP / Postal Code
    Country
    Email*
    Confirm Email*
    Cell Phone
    Is there more than 1 Exchanger for this account?
    [conditional conditional-more-account]
    If there will be 2 Exchangers for this account, is the other Exchanger your spouse?
    [conditional conditional-more-account-exchanger]
    Should the exchange funds be held as joint tenants with right of survivorship? This means that if one of you died, funds in the account would automatically pass to the survivor (not the decedent’s estate) upon death. NOTE: This does not apply to accounts in which the Exchangers are trusts.
    [/conditional]
    2nd Exchanger's Contact Information*
    2nd Exchanger's First Name
    2nd Exchanger's Last Name
    2nd Exchanger's Street Address
    2nd Exchanger's Address Line 2
    2nd Exchanger's City
    2nd Exchanger's State
    2nd Exchanger's ZIP / Postal Code
    2nd Exchanger's Email* (MUST be different than 1st Exchanger's email)
    2nd Exchanger's Confirm Email
    2nd Exchanger's Cell Phone* (MUST be different than 1st Exchanger's cell phone)
    Are there any additional Exchangers?
    [/conditional]
    Contact Name Name of person Starker should contact (if different from Exchanger)
    Contact Info Email or phone for person Starker should contact
    Relinquished Property Information: (Property being sold)
    Please complete as much information as possible
    Estimated Closing Date
    Property Address
    City
    State
    ZIP / Postal Code
    Do you have further Relinquished Property info?
    [conditional conditional-relinquished-property]
    Parcel Number (APN)
    Sales Price ($)
    Buyer Name
    Seller will offer Carryback Financing?
    [conditional conditional-carryback-financing]
    Explain what the Carryback Financing is.
    [/conditional]
    [/conditional]
    Closer (Escrow Company / Settlement Agency) for Relinquished Property Sale
    Do you have Closer (Escrow/Settlement) info?
    [conditional conditional-closer-info]
    Contact First Name
    Contact Last Name
    Company Name
    Mailing Address
    Street Address
    Address Line 2
    City
    State
    ZIP / Postal Code
    Phone
    Email
    File Number
    [/conditional]
    Real Estate Agent/Broker Information (if any)
    Do you have Real Estate Agent/Broker info?
    [conditional conditional-agent-broker-info]
    Agent First Name
    Agent Last Name
    Company Name
    Mailing Address
    Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Alternate Phone
    Email
    [/conditional]
    Exchanger's Attorney (if any)
    Do you have any Attorney info?
    [conditional conditional-attorney-info]
    Attorney First Name
    Attorney Last Name
    Firm Name
    Mailing Address
    Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    [/conditional]
    Exchanger's Tax Advisor (if any)
    Do you have any Attorney info?
    [conditional conditional-tax-advisor]
    Advisor First Name
    Advisor Last Name
    Firm Name
    Mailing Address
    Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    [/conditional]
    Should somebody else receive copies of the 1031 exchange documents?
    1031 document copies?
    [conditional conditional-document-copies]
    If so, who?
    [conditional conditional-document-copies-other]
    First Name
    Last Name
    Relationship
    Mailing Address
    Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    [/conditional]
    [/conditional]
    Who referred you to Starker?
    [conditional conditional-who-referred-other]
    First Name
    Last Name
    Company
    Mailing Address
    Street Address
    City
    State
    ZIP / Postal Code
    Email
    Phone
    [/conditional] [conditional conditional-referred-company]
    Company
    [/conditional]
    Thank you for your business.
    Additional information we should know. (optional)