The below forms are for Franklin Templeton funds. Do NOT use these forms for Western Asset Money funds. General.Visit our library of important 1031 exchange forms. The pros at Equity Advantage have provided everything you need in easily downloadable PDF files. Learn about the role of an exchange agreement in 1031 exchanges. Find out how this legal document outlines the terms and conditions of the transaction. A likekind exchange, also known as a Section 1031 exchange, is a way of trading or exchanging assets and, in many cases, deferring gain on the trade. You must report the exchange to the IRS on Form 8824. With your final statement, we will send our workbook explaining how to fill out your Form 8824 properly.