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Secure 1031 Exchange Services, LLC Intake Form

To begin your 1031 exchange, please fill out or mark each line item in this form. Please note that some line items require you to attach and e-mail documents in a follow-up e-mail to secure1031@esecuritytitle.com.

If you have any issues or questions, we're happy to help and the contact information of our experts is at the bottom of this form.

3. Has the 1031 Exchange Cooperation language been added to the Purchase Agreement signed by the Exchanger and/or seller?

Who holds title to the property to be exchanged?

6. EIN or SS: *Please contact either Sean (601-966-3593) or Brent (573-424-4298) to provide this information
9. Additional Documents to be E-mailed to 1031exchange@esecuritytitle.com:
* Please select the box of each attached document in your follow-up e-mail

Name and contact information for all signers (POA, Attorney, RE professional, etc.) Please note the capacity of each contact

Relinquished Property Information

3. Copy of Sales Contract (Is this attached in your follow-up e-mail?)
4. Title Commitment (Is this attached in your follow-up e-mail?)
8. Is the exchanger under contract to purchase replacement property? (If yes, please attach a copy of the Purchase Agreement in your follow-up e-mail)

Once this form is completed, click the "Submit" button below and please email any attachments to secure1031@esecuritytitle.com. This will allow us to open the file and begin the 1031 Exchange process on our end.

Please expect to receive a call or email from Beau Cassidy who will be your point of contact throughout the 1031 Exchange Process.
For any additional questions, please contact:

Sean M. Culhane, Esq.
(601) 966 - 3593 | sculhane@esecuritytitle.com

Brent Scheer, CPA
(573) 424 - 4298 | bscheer@esecuritytitle.com

Thank you for choosing us as the partner for your 1031 exchange and we look forward to guiding you through a seamless transaction.