Finally!!!, NOA-2 approved!!! and Proof of assets for affidavit

[olg32 0]

Hello everyone.

After 6 and a half months, NOA-2 received just yesterday!!!!!! WooHoo!!

Now thinking on the interview, I would like to know what kind of documents should I include to probe financial status. I have a checking account, a brockerage account, a roth IRA and a traditional IRA. Can I just include the latest monthly statements of these accounts or do I need a letter from these institutions stating amounts, date when the accounts were opened, etc. etc?

Also, since I have a good credit score I was thinking on including a copy of the last score, so do you think that would help or that's irrelevant?

Thank you so much for your feedback.

[Charlie30 0]

Wow, congratulations. Are u VSC filer?

[CnP 4]

Congrats

[Lynkali 163]

I've never heard of anyone including their credit score, and I think it would be quite unnecessary because they're looking primarily for INCOME, secondarily for assets, and don't care a bit about your credit.

As for the assets: it depends if you make above the poverty line. If you have a comfortable margin on INCOME above the poverty line, then there is absolutely no need to provide any information on your assets. You can just leave it blank. You will need to prove your income with employer letter, paystubs and/or deposit statements, and your most recent (2012) tax transcript and W2.

If your income is marginal, unsteady, or below the poverty level, then yes, you do need to provide substantial proof of assets. I had my brokerage account manager write a letter stating the cash balance, stocks and mutual funds balance, deposits, and date opened. In addition I'm providing 12 months of statements (just the summary page that shows overall deposits/withdrawals/balance for each month). Note that I'm relying a lot on my assets since my income is a little unsteady (some years way above poverty, other years below).

[sumdesi 3]

hey congrats!

I'm wondering did you get an RFE during your process, or did it just take them this long?

And could you please update your timeline so people on this forum can follow the trends in Igor's list

[KayDeeCee 4,895]

Hello everyone.

After 6 and a half months, NOA-2 received just yesterday!!!!!! WooHoo!!

Now thinking on the interview, I would like to know what kind of documents should I include to probe financial status. I have a checking account, a brockerage account, a roth IRA and a traditional IRA. Can I just include the latest monthly statements of these accounts or do I need a letter from these institutions stating amounts, date when the accounts were opened, etc. etc?

Also, since I have a good credit score I was thinking on including a copy of the last score, so do you think that would help or that's irrelevant?

Thank you so much for your feedback.

Credit scores are irrelevant for the affidavit of support.

If your current income meets the requirement, then no need to list assets at all. If you need to include them, then provide statements, letter from the bank or other documentation that proves the value of your assets.

[olg32 0]

Yes I am a VSC filler (November 20, 2012) No RFE, just bad luck, well, I guess it could've been worst.

I wish you all good luck on this painful process.

[Charlie30 0]

Congrats was your file transfered to Texas?

[olg32 0]

No, I never received any notification about being transfered to another center, so I'm assuming it was done at Vermont.