POF -- documents list usa

[kseekba27]

Hello Friends,

My brother gifted large sum of money in 3-4 installments that I am planning to show as POF. This is within the last 6 months.

Just want to bounce with you a list of documents I need to submit.
Please let me know if this looks complete.

1. my bank statemnts 6 mnths
2. my credit card statemnts
3. bro bank stament 6 months
4. bro gift deed
5. bro affidavit


Kindly clarify a few questions below
item 4 and 5th are they 2 different documents?
where can i get this done for cheap in USA?
Does anyone have templates for them?

Appreciate your help!
Thanks

 

[canada_eagle]

Hello Friends,

My brother gifted large sum of money in 3-4 installments that I am planning to show as POF. This is within the last 6 months.

Just want to bounce with you a list of documents I need to submit.
Please let me know if this looks complete.

1. my bank statemnts 6 mnths
2. my credit card statemnts
3. bro bank stament 6 months
4. bro gift deed
5. bro affidavit


Kindly clarify a few questions below
item 4 and 5th are they 2 different documents?
where can i get this done for cheap in USA?
Does anyone have templates for them?

Appreciate your help!
Thanks

You do not need 2. You only have to show assets.

 

[kseekba27]

Thanks.. Any idea of item 4 and 5 do i need both? how to get it done?

 

[canada_eagle]

Thanks.. Any idea of item 4 and 5 do i need both? how to get it done?

No idea. Sorry.

 

[penguin_2013]

Hello Friends,

My brother gifted large sum of money in 3-4 installments that I am planning to show as POF. This is within the last 6 months.

Just want to bounce with you a list of documents I need to submit.
Please let me know if this looks complete.

1. my bank statemnts 6 mnths
2. my credit card statemnts
3. bro bank stament 6 months
4. bro gift deed
5. bro affidavit


Kindly clarify a few questions below
item 4 and 5th are they 2 different documents?
where can i get this done for cheap in USA?
Does anyone have templates for them?

Appreciate your help!
Thanks

Hello kseekba27,

I have the same situation with POF.
Were you able to get the affidavit/gift deed. Could you tell me the process in US.

Thanks,
Nitin

 

[Sue_R2019]

Was anyone able to figure this out? I want to know how can I get a gift deed in the USA?