Please help me review all the paperwork I am bringing

[Me&Her 2]

Dear all,

She is interviewing in less than a week and I am reviewing documents that I will be bringing to her this weekend. We are about the same age, never married, communicate fluently in Mandarin, my taxable income for the past three years is at least $80K. Please help me review to make sure I am bringing everything:

???DO I NEED TO BRING THE ORIGINAL NATURALIZATION CERTIFICATE??? I am bringing a few copy. The original is in the safety deposit box.

1). 5 copies of "Statement of Evolution of Relationship" and a print-out of the appointment confirmation to get the "Statement of Evolution of Relationship" notarized during ACS, Monday 2:30PM, then I will attend the 3-4PM petitioner's hour.

2). I-134: Includes the I-134 itself; work certification; letters from Bank concerning account open date, total deposit and current balance; print-out statement of bank accounts, stock and mutual funds, retirement accounts, Health Saving Accounts.

3) Proof that I have a house: deed, driver's license, mortgage statement, title clearance statement, electric bill, water bill, gas bill, wireless phone bill.

4) 3 years of tax return, accompany with each year's tax return transcript and each year's tax account transcript faxed from IRS;

5) More than 4 years of pay statements

6) 3 years of W-2 copy

7) Proof of relationship: boarding passes, luggage tags, international money wire statement, phone call records, credit card statements, hotel statements, MSN screenshot printouts;

8) Black forms: P4, P3,

9) Copy of Naturalization Certificate, NOA1, NOA2

10) 2008 Financial Disclosure Statement required for certain employees

11) Copy of original I-129(F) applications;

Materials that she's bringing:

12) Police certificates, single certificate, visa fee receipt, birth certificate

13) More pictures (like 40+ of them), more receipts and more credit card statements

14) American Express card with both of our names on it

15) Medical exam paperworks

16) P4 paperwork that we are going to fill out together

Thank you very much for your help!!!

[Dakine 26]

Dear all,

She is interviewing in less than a week and I am reviewing documents that I will be bringing to her this weekend. We are about the same age, never married, communicate fluently in Mandarin, my taxable income for the past three years is at least $80K. Please help me review to make sure I am bringing everything:

???DO I NEED TO BRING THE ORIGINAL NATURALIZATION CERTIFICATE??? I am bringing a few copy. The original is in the safety deposit box.

1). 5 copies of "Statement of Evolution of Relationship" and a print-out of the appointment confirmation to get the "Statement of Evolution of Relationship" notarized during ACS, Monday 2:30PM, then I will attend the 3-4PM petitioner's hour.

2). I-134: Includes the I-134 itself; work certification; letters from Bank concerning account open date, total deposit and current balance; print-out statement of bank accounts, stock and mutual funds, retirement accounts, Health Saving Accounts.

3) Proof that I have a house: deed, driver's license, mortgage statement, title clearance statement, electric bill, water bill, gas bill, wireless phone bill.

4) 3 years of tax return, accompany with each year's tax return transcript and each year's tax account transcript faxed from IRS;

5) More than 4 years of pay statements

6) 3 years of W-2 copy

7) Proof of relationship: boarding passes, luggage tags, international money wire statement, phone call records, credit card statements, hotel statements, MSN screenshot printouts;

8) Black forms: P4, P3,

9) Copy of Naturalization Certificate, NOA1, NOA2

10) 2008 Financial Disclosure Statement required for certain employees

11) Copy of original I-129(F) applications;

Materials that she's bringing:

12) Police certificates, single certificate, visa fee receipt, birth certificate

13) More pictures (like 40+ of them), more receipts and more credit card statements

14) American Express card with both of our names on it

15) Medical exam paperworks

16) P4 paperwork that we are going to fill out together

Thank you very much for your help!!!

Captioned pictures showing you , her family and friends can be a BIGGY.

We did 10 pages with 4 captioned pics per page. Philippines tho and that's about all the CO checked out.

Edited January 27, 2010 by Dakine

[Me&Her 2]

Captioned pictures showing you , her family and friends can be a BIGGY.

We did 10 pages with 4 captioned pics per page. Philippines tho and that's about all the CO checked out.

Captioned, you mean writing something on the back of the pictures? If so, we have quite a few with both of her and my family. Thanks!

[Dakine 26]

Captioned, you mean writing something on the back of the pictures? If so, we have quite a few with both of her and my family. Thanks!

Writing date, place and whos in photos under each picture. I printed out 4 digitals per page with captions underneath each.

[pushbrk 13,043]

The W2 is only part of a tax return. The best practice is to provide three complete tax returns but always provide at least one.

If your income alone is sufficient, I would do a new I-134 and leave blank all asset related information. Also hang onto all the asset supporting documents. No need to give them more than they need.

[Me&Her 2]

The W2 is only part of a tax return. The best practice is to provide three complete tax returns but always provide at least one.

If your income alone is sufficient, I would do a new I-134 and leave blank all asset related information. Also hang onto all the asset supporting documents. No need to give them more than they need.

Cool, I have three years worth of tax return along with transcripts, and I think my income is enough for them.

Anyway, what is the potential negative impact of giving them more than what they are asking for?

[pushbrk 13,043]

Cool, I have three years worth of tax return along with transcripts, and I think my income is enough for them.

Anyway, what is the potential negative impact of giving them more than what they are asking for?

That the visa is delayed because they ask for further or different supporting documentation. Disclosing assets is optional when income is sufficient. The I-134 doesn't mention this but the I-864 does. I would redo the affidavit without the asset information, at least all of it beside what is documented in a bank letter.

[Me&Her 2]

That the visa is delayed because they ask for further or different supporting documentation. Disclosing assets is optional when income is sufficient. The I-134 doesn't mention this but the I-864 does. I would redo the affidavit without the asset information, at least all of it beside what is documented in a bank letter.

OK, I deleted "Other personal property", "Stock and bonds", "life insurance", " cash surrender value". How about "real estate", which is also my home where I live and she will be living? Should I blank out the value, mortgage amount and address?

Thanks again!

[pushbrk 13,043]

OK, I deleted "Other personal property", "Stock and bonds", "life insurance", " cash surrender value". How about "real estate", which is also my home where I live and she will be living? Should I blank out the value, mortgage amount and address?

Thanks again!

Unless you're presenting an appraisal and mortgage statement, simply edit out the asset information in the PDF and print a new I-134.

[Moonandstar 6]

Unless you're presenting an appraisal and mortgage statement, simply edit out the asset information in the PDF and print a new I-134.

Sorry for a semi-hijack, but on that note, do you think that for a cosponsor who is retired but meets the income requirements in taxable income, should he also provide asset information, or just leave it blank as well? Particularly if the taxable income is mostly from stock investments?

I was planning to submit about as much as JRSmooth for my cosponsor.

[pushbrk 13,043]

Sorry for a semi-hijack, but on that note, do you think that for a cosponsor who is retired but meets the income requirements in taxable income, should he also provide asset information, or just leave it blank as well? Particularly if the taxable income is mostly from stock investments?

I was planning to submit about as much as JRSmooth for my cosponsor.

For passive income, yes, I would submit asset information and supporting documentation. For earned income, no.

[Me&Her 2]

Unless you're presenting an appraisal and mortgage statement, simply edit out the asset information in the PDF and print a new I-134.

OK, since I am presenting a mortgage statement (or, should I say it is a mortgage bill), but not an appraisal, I will edit out the house as my asset.

In other words, I am only going to disclose my income, which is all salary ($100K+ for 2009), and the cash in the bank, which is $15K, and nothing else, on the section of I-134 but will have statement of all sort ready, I should be fine right? Sorry for the questions, just want to be safe than sorry.

Thank you "pushbrk" again for your insights!

Edited January 28, 2010 by JRSmooth

[pushbrk 13,043]

OK, since I am presenting a mortgage statement (or, should I say it is a mortgage bill), but not an appraisal, I will edit out the house as my asset.

In other words, I am only going to disclose my income, which is all salary ($100K+ for 2009), and the cash in the bank, which is $15K, and nothing else, on the section of I-134 but will have statement of all sort ready, I should be fine right? Sorry for the questions, just want to be safe than sorry.

Thank you "pushbrk" again for your insights!

With a more than adequate salary, I would retreat to my original recommendation which is to leave all asset sections blank. If you have an issue, it will not be financial.

[IloveTofu 0]

any good news?

[endoftheroad 1]

I love tofu too!