Washington Exchange Services, Inc.

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The following forms are in PDF (Adobe Reader) format:

  • Washington Exchange Services, Inc. Brochure
    Agents: Please contact our office for additional copies
    (for marketing purposes)
  • IRS Form 8824 (For reporting Tax Deferred Exchanges)
  • IRS Form 8824 (Instructions)
  • Qualified Escrow Agreement

WASHINGTON STATE LAW, RCW 19.310.040

REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR TO HOLD ALL CLIENT FUNDS in a Qualified Escrow Account, “QEA”, or qualified trust. (Click here to see copy of our Qualified Escrow Agreement) THAT REQUIRES YOUR CONSENT FOR WITHDRAWALS. ALL EXCHANGE FUNDS MUST BE DEPOSITED IN A SEPARATELY IDENTIFIED ACCOUNT USING YOUR TAX IDENTIFICATION NUMBER. yoU MUST RECEIVE WRITTEN NOTIFICATION OF HOW YOUR EXCHANGE FUNDS HAVE BEEN DEPOSITED. YOUR EXCHANGE FACILITATOR IS REQUIRED TO PROVIDE YOU WITH WRITTEN DIRECTIONS OF HOW TO INDEPENDENTLY VERIFY THE DEPOSIT OF the EXCHANGE FUNDS. EXCHANGE FACILITATION SERVICES ARE NOT REGULATED BY ANY AGENCY OF THE STATE OF Washington OR OF THE uNITED STATES GOVERNMENT. IT IS YOUR RESPONSIBIlITY TO DETERMINE THAT YOUR exchange FUNDS WILL BE HELD IN A SAFE MANNER.
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"If you plan ahead and are patient, you will be able to accomplish your goals in the light of day and sleep at night."
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