Proof of Investment Form - Securities and Exchange Commission - sec 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Investor Number and Date Received at the top of the form. This information is crucial for tracking your submission.
3. Fill in your personal details, including Name, Mailing Address, City, State, Zip Code, and contact numbers. Ensure accuracy as this information will be used for communication.
4. In Section 1, list all investments made by providing the Date, Account details, Paid To information, and Check Number. Use additional pages if necessary.
5. For Section 2, document all distributions received by entering the Date, Amounts, Account details, Paid From information, and Check Numbers.
6. Attach supporting documents such as cancelled checks or wire transfer advices to validate your claims.
7. If applicable, provide details of individuals holding beneficial interest in your investment entity in Section 4.
8. Finally, complete the Certification section by signing and dating the form before submission.

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