Forms and Documents
ImageThe following documents are to be used in the exchange process. These documents are in pdf format and are viewable in the free Adobe Acrobat Reader. If you do not have a copy you may download and install one here.

1031 Exchange Worksheet
The Waterford 1031 Client Worksheet should be submitted to a Waterford 1031 Exchange Coordinator along with sale of property documentation. To download this form click on "download".
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Identification Statement
An Identification Statement is used to identify up to three replacement properties that will be purchased within 45 days of the sale of the relinquished property. To download this form click on "download".
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