Anyone have an example template for what they've used for proof of funds?

searcher profile

July 29, 2020

by a searcher from Middlebury Institute of International Studies at Monterey - Graduate School of International Policy & Management in Chicago, IL, USA

We've been asked by brokers to provide this and wanting to see if there is a standard or things they are looking for specifically. Best examples I found are connected to real estate transactions.

4
4
222
Replies
4
commentor profile
Reply by a searcher
from Harvard University in San Francisco, CA, USA
The SBA has a personal financial statement - you could use the first page to provide them with confidence. It's not officially official, but I've found that it works. Plus I've found it rate to actually get asked for it.
commentor profile
Reply by an intermediary
in Amsterdam, Nederland
A bank statement should be enough if you have the money. For all others, pull the right partners on board and you won't get these questions anymore. Success Greg.
commentor profile
+2 more replies.
Join the discussion