DST-TO-721 FALLBACK CONTROL SHEET
Original educational organizer, not tax, legal or investment advice.

CURRENT INTEREST
Owner/entity: ______
Interest and amount: ______
Property/entity: ______
Evidence and date: ______

TRANSACTION STATUS
Status: contemplated / extended / condition unmet / not participating / terminated / unknown
Supporting notice/clause/date: ______
Reason stated: ______
Missing evidence: ______

DECISION AUTHORITY
Who can extend, waive, terminate or propose another transaction: ______
Investor consent/election rights: ______
Clause references: ______

INTERIM OPERATIONS
Current property plan: ______
Debt maturity/material financing event: ______
Distribution policy and latest actual amount: ______
Material lease/reserve/expense question: ______

DOCUMENTED ALTERNATIVES
Potential path: ______
Who controls it: ______
Conditions/costs/timing: ______
Evidence: ______

TAX AND RECORD FILE
1031/QI file: ______
Basis/debt/distribution records: ______
Attorney question: ______
CPA question: ______

NEXT CHECKPOINT
Responsible contact: ______
Requested evidence: ______
Response date: ______
Escalation/review date: ______

Do not treat a possible transaction, distribution or exit as completed or guaranteed.