Open An Exchange

To get started opening an exchange through Exchange Services, please complete and submit this form. If you have questions or want to open your exchange offline, feel free to

* Required

Contact Information

Your Role *

Owner

Agent

Closer

Tax Advisor

Representative

Financial Planner

First Name *

Last Name *

Company

Phone *

Email *

Street Address

Suite/Apt

City

State

Zip Code

Property Information

Title/Escrow/Closing Company

Escrow Number

In what name is the title held for this property?

Property Address or Description*

(If no physical address, enter the legal description or tax parcel number, or fax information to 888-299-5313, Attention: "New Exchange" and reference contact's name)

Property City

Property State

Property County

Property Zip

Property Type

Transaction Details

Buyer (Individual[s] Entity[ies] Buying Property)

Sale Price

Estimated Closing Date*

Seller Financing? *

Yes

Additional Details

Banker's Name

Comments

How did you hear about Exchange Services?

Important Details

The information contained herein is for informational purposes only and does not constitute tax, legal, or accounting advice. You are advised to seek appropriate professional advice regarding your specific facts and circumstances. All exchange and qualified intermediary services are offered through Exchange Services, LLC, a Utah limited liability company and affiliate of Zions First National Bank, California Bank & Trust, Vectra Bank Colorado, National Bank of Arizona, and Nevada State Bank.