Question regarding "Documents referring to you and your spouse"

[Amy_and_Victor 159]

Hello, I will be applying for Citizenship soon (based on 3 years marriage) and I have a question about "Documents referring to you and your spouse". I read that I need to send IRS tax transcripts for the past 3 years and that's clear, but what about other documents, like insurances, bank statements, leases? Should I send everything again since the time we got married, like for the ROC, or should I send only recent year documents I've got after ROC since USCIS already have everything on my file from the earlier time and there is nothing new I can add for the past years, just the same old stuff?

I can find old bills and other papers from 2012-2013 and make their copies again, but it's quite a bit of work so I was wondering is it what I supposed to do, or is it overkill to send everything again for the whole 3 years?

Thank you!

- Victor from Russia

Edited July 14, 2015 by Amy_and_Victor

[CowboySweetheart 5]

Hello, I will be applying for Citizenship soon (based on 3 years marriage) and I have a question about "Documents referring to you and your spouse". I read that I need to send IRS tax transcripts for the past 3 years and that's clear, but what about other documents, like insurances, bank statements, leases? Should I send everything again since the time we got married, like for the ROC, or should I send only recent year documents I've got after ROC since USCIS already have everything on my file from the earlier time and there is nothing new I can add for the past years, just the same old stuff?

I can find old bills and other papers from 2012-2013 and make their copies again, but it's quite a bit of work so I was wondering is it what I supposed to do, or is it overkill to send everything again for the whole 3 years?

Thank you!

- Victor from Russia

Taken from M-477 Documents Check List, you can send either Tax transcripts for the last three years, mortgages, leases, birth certificate of children born to you and your wife, or bank accounts owned together. It say "or", which means you do not have to send all of that info again. You can only send the tax transcripts, or send the proof of joint bank accounts, and so on. You can take everything else with you at the time of interview. Just keep in mind that even though USCIS may have everything on file, this is a different application, and whatever proof you submit it has to be for the last three years, not just for the recent year. At least this is what I understand from their checklist, and since they are asking for tax returns for the last three years.

Hope this helps. Best of luck to you.

Edited July 14, 2015 by CowboySwetheart

[Safety Chick 5]

Hello, I will be applying for Citizenship soon (based on 3 years marriage) and I have a question about "Documents referring to you and your spouse". I read that I need to send IRS tax transcripts for the past 3 years and that's clear, but what about other documents, like insurances, bank statements, leases? Should I send everything again since the time we got married, like for the ROC, or should I send only recent year documents I've got after ROC since USCIS already have everything on my file from the earlier time and there is nothing new I can add for the past years, just the same old stuff?

I can find old bills and other papers from 2012-2013 and make their copies again, but it's quite a bit of work so I was wondering is it what I supposed to do, or is it overkill to send everything again for the whole 3 years?

Thank you!

- Victor from Russia

Hi,

I am submitting mine too this month and I will send the 3 years tax transcripts, joint lease agreement for our current place and a joint car insurance bill.... this doesn't mean that you need to send the same. In my case I prefer to be safe then sorry. As Cowboy Swetheart mentioned, the M-477 Documents Check List says "OR"

Edited July 14, 2015 by Safety Chick

[breyandtthew 5]

I sent tax transcript for the last 3 yrs, and other docs like you said, e.g insurance, some bills, bank stuff but only after the ROC docs..so definitely not as thick as my roc but still covers pretty good documentation..

[paosorioc 1]

I sent: IRS joint tax return transcripts (2012, 2013, and 2014), copy of our bank statements showing joint account, copy of our driver's licenses showing joint address, copy of health insurance showing me as a beneficiary, copy of car's insurance in both names, copy of the deed of our house in both names.

[TBoneTX 45,659]

Victor, you can send Wills, medical powers of attorney, and similar documents. These are excellent evidence and are even more valuable to have in "life," if you don't have them yet.

[Amy_and_Victor 159]

Thank you everybody, it helped to clarify this question.

- Victor from Russia