Question about 1-864

[J@L 0]

Dear Vjyer's,

First of all I would like to thank you for your help in answering all my queries about filing for AOS.I appreciate it very much really.

Anyway,my husband is retired and is recieving retirement pension from the State as well as social security pension.I wonder where do we add my husband's social security pension on form 1-864,since such is not taxable.

Thanks in advance.

[KayDeeCee 4,893]

~ Moved from K-1 Process to AOS Family Based ~

Part 6 #3, 3a and 3b ask about retirement. Part 6 #5 is where is you list his current annual income. If his income comes from retirement pay and a pension, then add them together for his total annual income. Provide proof of the income with 1099s showing how much he receives. You can also get a benefit verification letter for the SS > http://ssa-custhelp.ssa.gov/app/answers/detail/a_id/2240/~/proof-of-your-social-security-income-for-verification-or-tax-purposes

It can also help to use bank statements that show the non-taxable income amounts being deposited each month.

[J@L 0]

~ Moved from K-1 Process to AOS Family Based ~

Part 6 #3, 3a and 3b ask about retirement. Part 6 #5 is where is you list his current annual income. If his income comes from retirement pay and a pension, then add them together for his total annual income. Provide proof of the income with 1099s showing how much he receives. You can also get a benefit verification letter for the SS > http://ssa-custhelp.ssa.gov/app/answers/detail/a_id/2240/~/proof-of-your-social-security-income-for-verification-or-tax-purposes

It can also help to use bank statements that show the non-taxable income amounts being deposited each month.

Hi Jay-Kay,

In reference to Part 6 (Sponsors income and employment) question #25 which asks about his annual income for 3 previous years,did you say that I just need to manually add his social security pension with his annual income and whatever the amount is, be indicated on Total income field ( social security pension is not included as taxable).

Please bear with me.Just want to make sure were on the same page. Thank you for your patience.

[Nich-Nick 3,354]

Hi Jay-Kay,

In reference to Part 6 (Sponsors income and employment) question #25 which asks about his annual income for 3 previous years,did you say that I just need to manually add his social security pension with his annual income and whatever the amount is, be indicated on Total income field ( social security pension is not included as taxable).

Please bear with me.Just want to make sure were on the same page. Thank you for your patience.

There is a newer version of I-864 than the one you are using so download it. http://www.uscis.gov/i-864

On both forms where they ask for tax return information for the last 3 years, they want numbers straight off the tax return, not adjusted by you. On the current form, that is part 6, 13 a,b,c. (There is no #25.)

[J@L 0]

Hi Jay-Kay,

In reference to Part 6 (Sponsors income and employment) question #25 which asks about his annual income for 3 previous years,did you say that I just need to manually add his social security pension with his annual income and whatever the amount is, be indicated on Total income field ( social security pension is not included as taxable).

Please bear with me.Just want to make sure were on the same page. Thank you for your patience.

Dear Jay-Kay,

Thank you so very much for your reply.So in regard to his social pension, i just need to send 1009 (social security benefit statement) as proof of his other income.His annual income is less done the poverty guideline required for. BTW,Where do I send my documents?Is it Chicago lockbox?

My heartfelt thanks.

[J@L 0]

There is a newer version of I-864 than the one you are using so download it. http://www.uscis.gov/i-864

On both forms where they ask for tax return information for the last 3 years, they want numbers straight off the tax return, not adjusted by you. On the current form, that is part 6, 13 a,b,c. (There is no #25.)

Thanks so much.

[KayDeeCee 4,893]

Dear Jay-Kay,

Thank you so very much for your reply.So in regard to his social pension, i just need to send 1009 (social security benefit statement) as proof of his other income.His annual income is less done the poverty guideline required for. BTW,Where do I send my documents?Is it Chicago lockbox?

My heartfelt thanks.

I said he can send a copy of the SSA-1099 and/or the SS benefits letter he can get from the SSA> http://www.socialsecurity.gov/myaccount/ and it also might help to show a few recent bank statements to prove the amount being deposited to his account each month. He should also send proof of his other retirement income too.

Are you saying his retirement income plus his SS benefits do not meet the 125% requirement?

Yes, Chicago > http://www.uscis.gov/portal/site/uscis/menuitem.5af9bb95919f35e66f614176543f6d1a/?vgnextoid=eb7b5cdc2c463110VgnVCM1000004718190aRCRD&vgnextchannel=fe529c7755cb9010VgnVCM10000045f3d6a1RCRD

Edited July 8, 2013 by Jay-Kay

[J@L 0]

I said he can send a copy of the SSA-1099 and/or the SS benefits letter he can get from the SSA> http://www.socialsecurity.gov/myaccount/ and it also might help to show a few recent bank statements to prove the amount being deposited to his account each month. He should also send proof of his other retirement income too.

Are you saying his retirement income plus his SS benefits do not meet the 125% requirement?

Yes, Chicago > http://www.uscis.gov/portal/site/uscis/menuitem.5af9bb95919f35e66f614176543f6d1a/?vgnextoid=eb7b5cdc2c463110VgnVCM1000004718190aRCRD&vgnextchannel=fe529c7755cb9010VgnVCM10000045f3d6a1RCRD

It did.But only if SS pension benefits is added to the pension he is receiving from the State.Thanks Jay-Kay.You are very helpful.God bless you.

[Nich-Nick 3,354]

It did.But only if SS pension benefits is added to the pension he is receiving from the State.Thanks Jay-Kay.You are very helpful.God bless you.

I think you are worried that the tax return doesn't show the full SS + Pension. that doesn't matter if you provide a SS statement and a pension statement, that will prove the two incomes you add together and put on (new form) I-864 Part 6, #5

[KayDeeCee 4,893]

Yes, show proof of both incomes, add those annual incomes together, and list that combined amount on the I-864 where it asks for current annual income, part 6 #5. If the combined income is enough to meet the requirements and you show proof of both income amounts, then that should be fine. The current income amount does not have to match the amount from his 2012 tax return.

[J@L 0]

I appreciate your help Thanks. One more question pls.,Do I need to fie for Form 1-693 (Report of Medical Exam and Vaccination Record) and see a civil surgeon m.

to have him sign this form. Do I have to submit a copy vaccination record that St. Luke's Manila gave me?

There is a newer version of I-864 than the one you are using so download it. http://www.uscis.gov/i-864

On both forms where they ask for tax return information for the last 3 years, they want numbers straight off the tax return, not adjusted by you. On the current form, that is part 6, 13 a,b,c. (There is no #25.)

Thanks for your reply.