Simplify Your 1031 Exchange Process

A 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from a property sale into like-kind replacement properties. But the process is time-sensitive and detail-oriented—miss a deadline or fail to properly identify properties, and you could lose your tax deferral.

This 1031 Exchange Property Identification Form template helps real estate investors, property managers, and investment advisors manage the entire exchange process in one place. From designating your qualified intermediary to identifying replacement properties within the critical 45-day window, this form keeps your exchange on track and compliant.

Built for Real Estate Investors and Their Advisors

Whether you're a seasoned investor executing your tenth exchange or a first-timer navigating the 1031 rules, this template provides the structure you need. It's designed for:

• Real estate investors looking to defer capital gains taxes on investment property sales
• Property managers coordinating exchanges for multiple clients or properties
• Financial advisors and CPAs guiding clients through the 1031 process
• Qualified intermediaries collecting standardized information from exchange participants

The form walks users through each requirement—from relinquished property details to replacement property identification methods (three-property rule, 200% rule, or 95% rule)—ensuring nothing falls through the cracks.

Track Timelines and Automate Your Workflow

1031 exchanges operate on strict IRS timelines: 45 days to identify replacement properties and 180 days to close. This Paperform template can trigger automated reminders and follow-up emails based on submission dates, helping you stay ahead of these critical deadlines.

Want to take it further? Connect this form to Stepper to automatically:

• Send timeline reminders to investors at day 30, day 40, and day 170
• Route submissions to your qualified intermediary or legal team for review
• Update your CRM or project management tool with exchange status
• Generate draft identification letters for IRS compliance

You can also integrate with your existing tools—Google Sheets for tracking multiple exchanges, HubSpot or Salesforce for client management, or Slack for team notifications.

Brand It, Customize It, Close More Deals

With Paperform's flexible design controls, you can match this form to your firm's branding with custom fonts, colors, logos, and background images. Embed it directly on your website or share it as a standalone landing page on your own domain.

The conditional logic built into this template means clients only see the fields relevant to their situation—whether they're using the three-property rule or designating multiple properties under the 200% rule, the form adapts automatically.

Ready to streamline your 1031 exchanges and give your clients a professional, compliant experience? This template gives you everything you need to capture critical information, meet IRS requirements, and keep your tax-deferred investments on track.