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START YOUR EXCHANGE NOWTo begin your 1031 exchange transaction, choose the appropriate application form from the following options: These forms are applications only and do not obligate any party to enter into an exchange agreement. Once you have completed an application, submit a copy to us by whatever method is most convenient for you—fax, mail, or courier service. The appropriate information is below: Fax a printed copy to: (336) 732-1031 Mail or courier service a printed copy to: Wachovia Exchange Services will contact you upon receipt of your completed application, and will prepare your exchange agreement and supply all of the necessary documentation to complete your transaction. Wachovia Bank, NA serves as the Qualified Intermediary and the exchange proceeds are held as a direct deposit of Wachovia Bank, NA. The proceeds are securely held in segregated accounts for each exchange. For more information about our services, or for a Qualified Intermediary fee quote, please contact us at (888) 693-5566, option 2.
Wachovia does not provide tax or legal advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. Property owners must consult their tax and/or legal advisors for this information. Our role is limited to serving as qualified intermediary/accommodator to facilitate your exchange. The summaries of steps for qualified exchanges are for illustration purposes only and are not intended to be exhaustive and will vary depending on the complexity of the transactions.
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