Tax-Deferred Exchange Eligibility Checklist Form
Complete this checklist to help determine your preliminary eligibility for a tax-deferred exchange. Please provide the requested transaction and property details.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Are you the current owner of the property to be exchanged?
*
Yes
No
Type of property you wish to exchange
*
Please Select
Residential Investment
Commercial
Vacant Land
Other
Is the property held for investment or business use (not for personal residence)?
*
Yes
No
Estimated closing date for the sale of the relinquished property
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Have you identified or are you searching for replacement property?
*
Already identified
Searching
Not started
Will the replacement property be of equal or greater value than the relinquished property?
*
Yes
No
Not sure
Have you completed a tax-deferred exchange before?
Yes
No
Additional comments or questions (optional)
Submit
Should be Empty: