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)

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Absolute Assignment Form

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

2025

New York

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