A template can be a useful starting reference, but the actual filing needs the specific investor's own documented funding history, tailored to their individual transactions and accounts.
Replace the template with the investor's own records
Use a promoter-provided template only to understand the general structure expected, then substitute the investor's actual bank records, asset-sale documents, and transfer history to build a genuine, individualized funding record.
With the plan membership history, the accrued-value statement, the transfer election, the administrator’s payment confirmation showing gross and withheld amounts, and the bank statement receiving the net sum. Keep the trail unbroken: transfers between several accounts before the funds reach the investment create work for someone reading statements and questions that a simpler path avoids. The application, the credit decision, the executed agreement, the security registration, each drawdown advice, each transfer confirmation, and the statements showing both sides of every movement together form a chain, and a chain is only as good as its weakest documented link.