Retired co-sponser

[Mekky 0]

My co-sponsor is retired and would like to know which supporting financial documents will be required with the I-134 for a retired person? He is not totally comfortable with surrendering all that is listed on the form. I know the more we can submit the better but I also understand his concern. Would he need to submit his 1040’s from the past 2 years? Also I am correct that I read somewhere you need to show only 100% over poverty for the I-134 and 125% for the I-864?

[butuan 0]

My co-sponsor is retired and would like to know which supporting financial documents will be required with the I-134 for a retired person? He is not totally comfortable with surrendering all that is listed on the form. I know the more we can submit the better but I also understand his concern. Would he need to submit his 1040’s from the past 2 years? Also I am correct that I read somewhere you need to show only 100% over poverty for the I-134 and 125% for the I-864?

yes you need to the 1040's even retired you file taxes.

i have not heard that you only need 100% all that i have read was 125% for all

[*Robert* 2]

100% is only for Active Duty military. He needs to submit either the 1040 or a tax transcript. The number of years depends on the Consulate. My consulate only required last years.

[Jenn! 918]

My co-sponsor is retired and would like to know which supporting financial documents will be required with the I-134 for a retired person? He is not totally comfortable with surrendering all that is listed on the form. I know the more we can submit the better but I also understand his concern. Would he need to submit his 1040’s from the past 2 years? Also I am correct that I read somewhere you need to show only 100% over poverty for the I-134 and 125% for the I-864?

Yes, you are correct.

[*Robert* 2]

My co-sponsor is retired and would like to know which supporting financial documents will be required with the I-134 for a retired person? He is not totally comfortable with surrendering all that is listed on the form. I know the more we can submit the better but I also understand his concern. Would he need to submit his 1040’s from the past 2 years? Also I am correct that I read somewhere you need to show only 100% over poverty for the I-134 and 125% for the I-864?

Yes, you are correct.

There are no specific guidelines for the I-134. That is why it is suggested to follow the limits defined for the I-864. Regardless, in order to get a GC, the I-864 will have to be filed, and you will have to meet the 125%. Better to meet it now as to avoid problems later.

Once again... the 100% ONLY applies to Active Duty military, and NOT to the I-134.

Edited May 27, 2006 by roi_aggie

[diadromous mermaid 36]

My co-sponsor is retired and would like to know which supporting financial documents will be required with the I-134 for a retired person? He is not totally comfortable with surrendering all that is listed on the form. I know the more we can submit the better but I also understand his concern. Would he need to submit his 1040’s from the past 2 years? Also I am correct that I read somewhere you need to show only 100% over poverty for the I-134 and 125% for the I-864?

yes you need to the 1040's even retired you file taxes.

i have not heard that you only need 100% all that i have read was 125% for all

Some retired don't need to file Federal tax returns, but many states still require them (go figure!) It will depend upon the circumstances that relate to your joint sponsor. Remember, if tax returns are not required enclosing the IRS guideline that shows the individual is not required to file is appropriate.

[Mekky 0]

Thanks to all for the input!!!!