1035 Exchange Center

This resource center is designed to provide clear guidance, best practices, and step-by-step support to help you complete 1035 Exchanges correctly, avoid common mistakes, and deliver the best possible outcomes for your clients.

Complete 1035 Exchange Webinar (28:30)

This is a great place to start. This is a recorded webinar breaking down 1035 exchanges and how important it is to follow the process.

Absolute Assignment Form (3:12)

This video shows how to correctly complete the Absolute Assignment form, including how to transfer ownership and avoid common errors that can delay processing. (3:12)

1035 Matching Names (3:23)

A simple name mismatch can create major delays or even cause a 1035 exchange to be rejected. In this video, we cover why it is critical to ensure the client’s name matches exactly across all applications, transfer forms, statements, and supporting paperwork before submitting the exchange.