I-134 Bank Statement

[Mike n Huong 1]

You know I ran into the same situation even though I use a different bank. THey told me that they have done a letter for other people going thru the same process but never a had to put the total amount deposited over the last year, so I brought in the instructions for the I134 and they told me to just total up my deposits for the year and bring in my statements along with this total, and that they would put this amount on the letter. I hope they will do the same for you.

[iceyspots 0]

yes mike that's kinda what I was trying to say... take the statements and total them up yourself if the bank is too lazy to do it.. lol

[Yodrak 7]

iceyspots,

Then why are you concerned about a letter?

Yodrak

yes.. I am referring to mutual funds.

[iceyspots 0]

Yodrak,

Under part A of the I-134 form under section II supporting evidence.. it states

"Statement from an officer of a bank or other financial institution where you have deposits, giving the following details regarding your account

1. Date account opened

2. Total amount deposited for the past year

3. Present balance"

it is my impression that Pacific Life, where she has her mutual funds, would be a financial institution.

[kitkat1 5]

You shouldn't have a problem getting a letter from Pacific Life. I did the same with Vanguard for my accounts. Just had to explain what I wanted - I wouldn't even tell them why - and they sent it. I also printed out copies of my quarterly statements just in case they didn't send what I asked for, but they did.

[iceyspots 0]

I can try.. but I wonder how long it would take? I would need it in 5 business days or less.

The 3 times my sponsor called they said "We dont do that here."

[sadie33138 0]

I got mine from BofA and its called a verification letter or something. It does not give all your deposits but states when your account was opened your average deposits(?) and your current balance.

For Bank of America, it's called an Account Reference Letter and they charge a $10 processing fee.

[kitkat1 5]

Since it will probably take more than 5 days, your best bet is to use printed copies of statements in place of a letter.

[Yodrak 7]

iceyspots,

You told us that what she has through Pacific Life is an investment account for mutual funds, not deposit accounts.

That aside, many many people have been quite successful documenting their bank accounts with whatever letter they were able to get from their bank or with no letter at all. A letter is not necessary if the account can be documented in some other appropriate way - such as with the account statements.

Yodrak

Yodrak,

Under part A of the I-134 form under section II supporting evidence.. it states

"Statement from an officer of a bank or other financial institution where you have deposits, giving the following details regarding your account

1. Date account opened

2. Total amount deposited for the past year

3. Present balance"

it is my impression that Pacific Life, where she has her mutual funds, would be a financial institution.

[mrswooten4ever 0]

Yup Speak to the manager and not a clerk and show them the I-134 with the instructions. They are obliged to give you the information you require but are just to darn lazy to do so! Mike had the same problem and ended up having to go to the main branch and speak to the VP to get the info he needed.

Good Luck

Adele

[iceyspots 0]

iceyspots,

You told us that what she has through Pacific Life is an investment account for mutual funds, not deposit accounts.

That aside, many many people have been quite successful documenting their bank accounts with whatever letter they were able to get from their bank or with no letter at all. A letter is not necessary if the account can be documented in some other appropriate way - such as with the account statements.

Yodrak

Yodrak,

Under part A of the I-134 form under section II supporting evidence.. it states

"Statement from an officer of a bank or other financial institution where you have deposits, giving the following details regarding your account

1. Date account opened

2. Total amount deposited for the past year

3. Present balance"

it is my impression that Pacific Life, where she has her mutual funds, would be a financial institution.

After being told 3 times by CSR's and a supervisor that "We don't do that here" We gave up and just dug up all the statements.

Another VJ'er told me that she did this... Collected every single bank statement, put them in order... highlighted the opening deposit and date on the first one, highlighted the current balance on the last one... then highlighted and added up all deposits and made her own letter talking about all 3 numbers on the cove page, then she got that notarized at the bank.. that worked for her so I'm going to do it for mine too... and I'm bringing the 2005 tax returns for me and my joint sponsor... all should be suifficient (I Hope).

[puri 0]

when we print out our statements...do we print out everything? like all the charges you made or just the deposits? and is it deposits or credits to your account? Like if i had direct deposit it is seen as a credit to my account so would i just print out all that is credited to my account?

[iceyspots 0]

when we print out our statements...do we print out everything? like all the charges you made or just the deposits? and is it deposits or credits to your account? Like if i had direct deposit it is seen as a credit to my account so would i just print out all that is credited to my account?

I'm pretty sure they dont want anything more than the date it opened, the deposits, and the current balance..

Too much information sometimes gets on their nerves... If you can't avoid the other stuff, just highlight the fun stuff.

[puri 0]

when we print out our statements...do we print out everything? like all the charges you made or just the deposits? and is it deposits or credits to your account? Like if i had direct deposit it is seen as a credit to my account so would i just print out all that is credited to my account?

I'm pretty sure they dont want anything more than the date it opened, the deposits, and the current balance..

Too much information sometimes gets on their nerves... If you can't avoid the other stuff, just highlight the fun stuff.

i mean deposits is the money you add into your account. well for work i have direct deposit which credits my account and when i try to get all the deposits on my account it doesnt show anything. when i do credit it shows all the direct deposited checks. so would i print that out?

[iceyspots 0]

when we print out our statements...do we print out everything? like all the charges you made or just the deposits? and is it deposits or credits to your account? Like if i had direct deposit it is seen as a credit to my account so would i just print out all that is credited to my account?

I'm pretty sure they dont want anything more than the date it opened, the deposits, and the current balance..

Too much information sometimes gets on their nerves... If you can't avoid the other stuff, just highlight the fun stuff.

i mean deposits is the money you add into your account. well for work i have direct deposit which credits my account and when i try to get all the deposits on my account it doesnt show anything. when i do credit it shows all the direct deposited checks. so would i print that out?

yes showing the deposit amounts are crucial !