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1031 Build-to-Suit Exchange Form

Initiate a 1031 build-to-suit (improvement) exchange where the QI holds title and uses exchange funds to construct improvements before transfer.

Real Estate

16 questions

1031 Like-Kind Exchange Qualified Intermediary Intake Form

Intake for a qualified intermediary to open a 1031 exchange, capturing relinquished property details, timeline, identification, and replacement strategy.

Real Estate

24 questions

1031 Forward Exchange Intake Form

Initiate a forward (delayed) 1031 like-kind exchange with a Qualified Intermediary including relinquished and replacement property identification timelines.

Real Estate

18 questions

1031 Reverse Exchange Intake Form

Begin a reverse 1031 exchange where the replacement property is acquired before the relinquished property is sold, parked under an EAT.

Real Estate

15 questions

1031 Reverse Exchange Intake Form

Investor intake to set up a reverse 1031 exchange where the replacement property is acquired before the relinquished property is sold.

All

29 questions

211 Community Services Request Form

Request information and referrals to local social services through your 211 community resource line.

Government

16 questions

360-Degree Feedback Form - Multi-Source Employee Review

Gather comprehensive feedback on an employee from managers, peers, and direct reports. Supports well-rounded performance evaluations and growth.

HR

21 questions

360-Degree Manager Review - Peer, Direct Report & Upward Feedback

Collect anonymous feedback on a manager from peers, direct reports, and stakeholders to inform leadership development.

HR

19 questions

401(k) Hardship Withdrawal Request

Request a hardship withdrawal from your 401(k) for an immediate and heavy financial need under safe harbor rules.

All

14 questions

401(k) Loan Application

Apply for a loan from your 401(k) account balance with payroll-deducted repayments.

All

14 questions

401(k) Retirement Plan Rollover Request and Direction Form

Authorize a direct rollover of 401(k) or other qualified retirement plan assets to an IRA or another employer plan with account routing and tax elections.

All

25 questions

409A Valuation Request

Request a 409A valuation to determine fair market value of common stock for purposes of issuing stock options at a compliant strike price.

All

19 questions

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