1031 Exchange Downloadable Forms

First Midwest Bank has provided services as a Qualified Intermediary for IRS Section 1031 since 1988. We work hand in hand with property owners and their legal/tax advisors to provide a smooth, timely tax-deferred exchange.

This forms library contains many of the forms you might require, and is here for your convenience. If you don't see a form you need, have questions, or want information on a specific form, please contact a First Midwest Wealth Management Officer today.

 

1031 Exchange Downloadable Forms 

1031 Exchange Agreement
(141 KB) 

PDF icon large 

1031 Exchange–W-9 Form
(117 KB) 

PDF icon large 

1031 Exchange–Section 1445 Certification by Individual Transferor
(11 KB) 

PDF icon large 

1031 Exchange–Section 1445 Certification of Nonforeign Status
(Corporation, Partnership, Transferor Estate)
(14 KB) 

PDF icon large 

1031 Exchange–Patriot Act Form
(92 KB) 

PDF icon large 

1031 Exchange–Direction to Intermediary
(33 KB) 

PDF icon large 

1031 Exchange–Direction to Intermediary: Account Closure
(103 KB) 

PDF icon large 

1031 Exchange–Assignment Contract for Relinquished Property
(85 KB) 

PDF icon large 

1031 Exchange–Notice of Assignment Contract for Relinquished Property
(68 KB) 

PDF icon large 

1031 Exchange–Direction to Pay Proceeds for Relinquished Property
(15 KB) 

PDF icon large 

1031 Exchange–Addendum for Relinquished Property Contract
(11 KB) 

PDF icon large 

1031 Exchange–Designation of Replacement Property
(41 KB) 

PDF icon large 

1031 Exchange–Revocation of Designation of Replacement Property
(14 KB) 

PDF icon large 

1031 Exchange–Assignment Contact for Replacement Property
(82 KB) 

PDF icon large 

1031 Exchange–Notice of Assignment for Replacement Property
(13 KB) 

PDF icon large 

1031 Exchange–Direction to Convey Replacement Property
(14 KB) 

PDF icon large 

1031 Exchange–Addendum to Replacement Property Contract
(8 KB) 

PDF icon large 

  

 

Learn More
Back to Main Library
Wealth Management Contact Us

Customer Care

Got questions? Get answers.

Call us at 800.322.3623.

  • Monday – Friday: 7am – 7pm
  • Saturday: 8am – 5pm
  • Sunday: 9am – 2pm

Find the Nearest Branch

You are leaving the First Midwest website.

Redirecting to