Write dates only after checking your actual bank history. This is a planning calendar, not a statement that a particular account is acceptable.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Intended application date | ________________________________________________ | ________________ |
| Holding-period start / day 28 | ________________________________________________ | ________________ |
| Lowest balance and currency | ________________________________________________ | ________________ |
| Evidence coverage and issue date | ________________________________________________ | ________________ |
| Transfer or account-ownership query | ________________________________________________ | ________________ |
| Fee payment planned from this account | ________________________________________________ | ________________ |
| Date change requiring recalculation | ________________________________________________ | ________________ |
| Final official-rule review | ________________________________________________ | ________________ |
Complete the action plan
Highlight every day the balance falls below the requirement. Reassess the period if there is a dip or a date change, and keep the complete bank evidence unchanged.
Decision record: What is established? ____________________ What remains uncertain? ____________________ Next action and date: ____________________
Keep this completed sheet privately. It is a planning aid, not an application form or an eligibility decision. Recheck the linked official guidance before relying on a rule, fee or deadline.
Youth Mobility Mag · Information checked 15 October 2026 · https://youthmobilitymag.com/resources/youth-mobility-savings-evidence-worksheet/
Planning resource, not an official application form or eligibility decision.