Tool
Source of funds checklist
Choose salary, savings, a sale, an inheritance, a gift, a loan or another source. The list is an example, not a demand from a particular firm.
Checklist
This tool is for illustration and record-keeping only. It does not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances. Examples only. Banks and providers may request different documents.
Examples only. Banks and providers may request different documents.
Saved in this browser only. It is not sent to WiT Access. Use Reset to delete it from this browser.
How to use this
- Select every source that applies to the payment.
- Tick examples you have gathered.
- Ask the firm that will receive the money what it actually wants.
What this tool does
- Shows example documents for the sources you select.
- Remembers the ticks in this browser.
What this tool does not do
- Guarantee that a bank will accept the file.
- Ask you for account numbers or identity numbers.
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