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Exchange Services


ATG Trust Company does not assume responsibility for the use of any form listed below in any particular case. Practitioners using a form should independently verify the accuracy and completeness of the form and satisfy themselves as to the tax and other legal consequences of the provisions of the forms.

Form Name   Format  
1031 Exchange Informational Brochure PDF    
Attorney's Disclosure PDF    
Disbursement Request (Adobe Reader required) PDF    
Disbursement Request (Word Format) MS Word    
Exchange Agreement (Acrobat Reader required) PDF    
Exchange Agreement (Word Format) MS Word    
Exchange Agreement Instructions MS Word    
Patriot Act Information Disclosure PDF    
Schedule of Fees - Starker Exchange Intermediary PDF    
W-9 Tax Identification Form PDF    
Wire Transfer Instructions MS Word    

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