Get Real And Personal Property - Wells Fargo

Filling out the Real And Personal Property form with Wells Fargo is a straightforward process. This guide provides step-by-step instructions to ensure all necessary information is accurately captured for your 1031 exchange.

Follow the steps to complete your form seamlessly.

1. Press the ‘Get Form’ button to access the Real And Personal Property form and open it in a suitable editor.
2. Begin by entering the full legal name of the taxpayer or owner. If the owner is a company, provide a contact name, physical address, and any necessary mailing address.
3. Complete the city, state, phone number, zip code, and email address fields. If applicable, include a description of the primary business activity and the NAICS code.
4. Indicate whether the owner is an existing Wells Fargo Bank client and, if so, provide the name of the primary banker.
5. For individuals, fill in names, Social Security Numbers (SSNs), and dates of birth. For corporations, include the Federal Tax ID and state of incorporation.
6. Detail the relinquished property information, including the legal description or street address, closing date, sales price, and debt on property for both real and personal property.
7. Provide the name of the purchaser of the relinquished property and confirm whether the replacement property has been located, including the expected closing date.
8. Complete the required documentation section, ensuring you include the IRS Form W-9 and any necessary identification as stipulated by the USA Patriot Act.
9. Identify controlling parties and beneficial owners, detailing their information as required, ensuring to capture ownership percentages correctly.
10. Review all entered information for accuracy, save your changes, and choose the appropriate option to download, print, or share the completed form.

Start filling out your Real And Personal Property form online today for a smooth 1031 exchange process.