Financial Documentation questions

[Alexa 0]

I have several questions regarding gathering finanical supporting evidance:

1) Do I need to send my W2 tax return forms if I am not self-employed or the letter from the employer will be enough?

2) My co-sponsor is self-employed, so, he needs to send his taxes, pay stubs and a letter from the bank. Is that right?

Please, correct me if I am wrong. I am confused on the taxes portion. What evidance do I exactly send, what form, if I do, at all.

Thank you

[gag54611 1]

The expectation when you file the I-134 is that you show that your income exceeds the poverty level, or that your assets exceed 5 times the poverty level (I hope this latter figure is correct. I'm sure I've read it somewhere.).

The "Supporting Evidence" section of the I-134 is a little confusing, but the final words before the bullet list say "as appropriate". When I read this, I figured that it was up to me to submit whatever I felt necessary. So, as an employed person, I submitted the bank letter and the employer letter. I could have got away with just the employer letter because my salary is good enough. I did not have to submit any tax info or W2.

If your co-sponsor is self-employed, then he/she needs to submit what the 3rd bullet asks for. He can't submit the employer letter. Whether he/she submits the bank letter is going to be dependent on how close he/she is to the poverty level.

Boy, that sounded a bit confusing. I hope you can make sense of it.

G

[motu 6]

If you are getting a co-sponsor then you need to send his Tax returns only (you do not need to send your own unless you had some income - then you can include yours as well.) Also, bank statements are not always needed if the income exceeds 125% of poiverty level; and some consulates require multiple years of tax returns. Good Luck

[Richard&Maria 0]

Hello,

I am not self-employed. In preparation for Manila, Philippines K-1 work, our immigration lawyer requested my last 3 years tax statements, bank statements of savings and a letterhead from my company stating my date of hire, title and salary. You can call (800) 829-1040 and the IRS will mail you free of charge any previous years official statements you request. You can contact any bank officer and request a letterhead statement of your savings amount, savings start date and length of time, also free of charge.

Richard of Richard&Maria

[Alexa 0]

Thank you all, very, very much!

I will try to make sense out of everything. I hope I can rely on your help in the future. Thank you, again!

[Yodrak 7]

G,

You read it with respect to the I-864.

You may also have read it with respect to the K visas, but if so it was not necessarily correct. Some consular officers may use it as their own personal rule of thumb, but it is not part of the formal requirements.

Yodrak

The expectation when you file the I-134 is that you show that your income exceeds the poverty level, or that your assets exceed 5 times the poverty level (I hope this latter figure is correct. I'm sure I've read it somewhere.).

The "Supporting Evidence" section of the I-134 is a little confusing, but the final words before the bullet list say "as appropriate". When I read this, I figured that it was up to me to submit whatever I felt necessary. So, as an employed person, I submitted the bank letter and the employer letter. I could have got away with just the employer letter because my salary is good enough. I did not have to submit any tax info or W2.

If your co-sponsor is self-employed, then he/she needs to submit what the 3rd bullet asks for. He can't submit the employer letter. Whether he/she submits the bank letter is going to be dependent on how close he/she is to the poverty level.

Boy, that sounded a bit confusing. I hope you can make sense of it.

G

[gag54611 1]

G,

You read it with respect to the I-864.

You may also have read it with respect to the K visas, but if so it was not necessarily correct. Some consular officers may use it as their own personal rule of thumb, but it is not part of the formal requirements.

Yodrak

The expectation when you file the I-134 is that you show that your income exceeds the poverty level, or that your assets exceed 5 times the poverty level (I hope this latter figure is correct. I'm sure I've read it somewhere.).

The "Supporting Evidence" section of the I-134 is a little confusing, but the final words before the bullet list say "as appropriate". When I read this, I figured that it was up to me to submit whatever I felt necessary. So, as an employed person, I submitted the bank letter and the employer letter. I could have got away with just the employer letter because my salary is good enough. I did not have to submit any tax info or W2.

If your co-sponsor is self-employed, then he/she needs to submit what the 3rd bullet asks for. He can't submit the employer letter. Whether he/she submits the bank letter is going to be dependent on how close he/she is to the poverty level.

Boy, that sounded a bit confusing. I hope you can make sense of it.

G

Yodrak,

In principle, I agree with you. But, in the absence of clear guidelines in the I-134 regarding what is needed to satisfy the CO, it seems logical (is this an unknown word in USCIS ) to assume that satisfying the financial needs of the I-864 at I-134 submission time is the best way to go. I believe that the immigrant/non-immigrant visa confusion that surrounds the K-1 is a part of the problem here. I believe that the I-134 is used with the K-1 because it is a non-immigrant visa, whereas the I-864 gets used with immigrant visas. Maybe things would be simpler if the I-134 spelled out the same financial needs as the I-864. Until it does, I think the best guidelines to use are those associated with the I-864. Those need to be satisfied at AOS time anyway.

G