Providing Exchange Services for Over 45 Years
Phone: (866) 794-0020  ·  exchange@section1031.com

Internal staff worksheet. Fill in the exchange details you already know — exchange number, client name, what is being approved, amounts — then generate a client link. The client opens the link, completes the remaining sections (banking instructions, signature), and sends the authorization back to you.

INTERNAL · STAFF ONLY
How this works Complete all sections, choose who should receive the authorization in Section 5, and click Send Authorization. Send that link to the exchangor — staff-completed fields arrive pre-filled and locked.
The Rivagale Professional Building
461 Main Street, Suite 3
Franconia, NH 03580

Authorization to Disburse Funds

Staff worksheet

1 · Exchangor & exchange

Exchangor type *

2 · What is being approved

Please select one of the following: *

Shown on the authorization and used in office reports.
Use this for specific disbursements and for boot (funds returning to the exchangor).

4 · Authorization

Welcome to EWI's Online Disbursement Approval Form. This form has been designed with your protection in mind.

By submitting this authorization form, I (we) hereby grant Edmund & Wheeler, Inc. and Needham Bank to disburse funds as described below by wire transfer. Please contact us should you need further information regarding your escrow account or the approval process. Main Line: 603-444-0020.

5 · Link Delivery

Your authorization (with a PDF copy attached) goes directly to the person you select, and a copy is emailed to each signer for their records.

Link delivery — staff only

The client's completed authorization is emailed directly to this address on submit, with a copy to the exchangor's email.

View submission report