Additional Client Data Needed for Exchange

This is additional data we will need to complete your 1031 exchange forms and applications. This is safe and secure way for you to provide us this information.

Please complete the questions and click Submit. Reach out with any questions.

Additional Client Data Needed

Name of Adviser You Are Working With at Insight

Name of the investment adviser you are working with at Insight

Personal Data

This is personal info we will need to complete paperwork

Your Name

First Name

Last Name

Social Security Number

Date of Birth

MM

DD

YYYY

Spouse Name (if co-owner)

First Name

Last Name

Social Security Number

Date of Birth

MM

DD

YYYY

Entity Information (if applicable)

If your property/exchange will be in the name of an entity, we will need that entity information

Entity Name

If your DSTs will be in the name of an Entity

First Name

Last Name

Entity Tax ID Number

Entity Date of Establishment

MM

DD

YYYY

Entity Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Additional Items Needed - please email to us

We will need the following: -If your exchange is in the name of an entity, we will need your entity Articles of Incorporation and Operating Agreement. -A Voided Check for the bank account you would like all cash flow deposited to. -A copy of each owner's drivers license.