Expert's Advice on my IV & AOS packet

[powerplyer 4]

Expert's Advice on my IV & AOS packet

 

Hello VJ member, this site has been invaluable for getting information. It has also helped me keep my sanity in the "hurry up and wait". I am ready to send my package to NVC package. I received 08/20/2018, paid the AOS bill and awaiting the IV Bill and DS-260. I have my AOS and IV packages ready as below, just missing the employment verification letter. I the Petitioner am sponsoring my spouse (CR1) and stepson 17 years old (CR2). The IV and DS-260 are still pending. I, the petitioner am the sole sponsor on the I-864 for spouse and stepson.  

 

Here are my questions:

1) In some of the older threads, there is a mention that I need to include 2 (2x2) passport pictures of the beneficiary in my packet, is that true?

2) I am US Citizen residing in the US, I assume I do not need any domicile documents?

3) My Document Check List, it list both the IRS Transcript and Federal Tax Income Returns. I assume I only need one or the other. I just pulled the tax return transcript from IRS website.

4) Should I send any “ proof of relationship”. Ie. Chats, pictures, phone records etc…?

5) Cosmetics – All my documents are copies and are on 8 1/2” X 11” paper. Should two hole top punch all the documents? (I have stamped all documents with case number)

 

Packet 1 <Spouse> in one Manila Folder (AOS/IV) separated by a bottom tab. AOS cover on manila folder & in each section.

Packet 2 <Stepson> in one Manila Folder (AOS/IV) separated by a bottom tab. AOS cover on manila folder & in each section.

Will put package 1 and package 2 in a UPS Box for overnight shipment!

 

Here is the package for my SPOUSE (Please let me know if I missed anything)

 

[In Order as per Document Cover List]

(1) Document Cover Sheet’s

1.      Document Cover Sheet from AOS

2.      This Cover Letter (signed and dated)

3.      Check List “Document Cover List” (signed and dated)

 

(2) [[[IV Package]]]] Supporting Documents:

1.      <Spouse> Passport Bio Page and Address Page, valid and unexpired

2.      <Spouse> Birth Certificate

3.      <Spouse> & <Petitioner> Marriage Certificate

4.      <Spouse Passed Husband> Death Certificate (Previous Husband)

5.      <Spouse> Police Certificate (PCC)

 

(3) [[[AOS Package]]] -- Affidavit of Support & Financial Documents

1.      Original <Petitioner> Signed and Dated Affidavit of Support (s) [I-864]

2.      Proof of U.S. Status

• a.      <Petitioner> Naturalization
• b.      <Petitioner> USA California License

3.      Petitioner’s Civil Documents

• a.      <Petitioner>’s Passport Bio Page, OCI and Stamped Pages.
• b.      <Petitioner>’s Birth Certificate
• c.      <Petitioner>’s Marriage Certificate
• d.      <Petitioner>’s Previous Divorce Decree

4.      Evidence of Income

• a.      <Petitioner>’s Letter of Employment from Seagate
• b.      <Petitioner>’s 6 Months of Paystubs with Seagate 08/10/2018 thru 02/09/2018

5.      Form(s) W2

• a.      2017 W-2
• b.      2016 W-2
• c.      2015 W-2

6.      IRS Tax Transcript (<Petitioner>)

• a.      2017 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• b.      2016 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• c.      2015 Tax Return, Record of Account, Account , Wage and Income Transcript’s

7.      Social Security Earning Statement

• a.      Social Security Statement from August 23^rd, 2018.

 

(4) Other Supporting Documents

1.      Not Applicable

 

_________________________________________________________________________________

 

Here is the package for my STEPSON (Please let me know if I missed anything)

 

[In Order as per Document Cover List]

(1) Document Cover Sheet’s

1.      Document Cover Sheet from AOS

2.      This Cover Letter (signed and dated)

3.      Check List “Document Cover List” (signed and dated)

 

(2) [[[IV Package]]]] Supporting Documents:

1.      <Stepson> Passport Bio Page and Address Page, valid and unexpired

2.      <Stepson>’s Birth Certificate

3.      <Mother>’s Birth Certificate

4.      <Spouse> & <Applicant> Marriage Certificate

5.   <Stepson Father>’s Death Certificate (Father)

6.   <Stepson>’s Police Certificate (PCC)

 

(3) [[[AOS Package]]] -- Affidavit of Support & Financial Documents

1.      Original <Petitioner> Signed and Dated Affidavit of Support (s) [I-864]

2.      Proof of U.S. Status

• a.      Petitioner Naturalization
• b.      Petitioner USA California License

3.   Petitioner’s Civil Documents

• a.      <Petitioner>’s Passport Bio Page, OCI and Stamped Pages.
• b.      <Petitioner>’s Birth Certificate
• c.      <Petitioner>’s Marriage Certificate
• d.      <Petitioner>’s Previous Divorce Decree

4.   Evidence of Income

• a.      <Petitioner>’s Letter of Employment from <Work Name>
• b.      <Petitioner>’s 6 Months of Paystubs with <Work Name> 08/10/2018 thru 02/09/2018

5.   Form(s) W2

• a.      2017 W-2
• b.      2016 W-2
• c.      2015 W-2

6.   IRS Tax Transcript (<Petitioner>)

• a.      2017 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• b.      2016 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• c.      2015 Tax Return, Record of Account, Account , Wage and Income Transcript’s

7.   Social Security Earning Statement

• a.      Social Security Statement from August 23^rd, 2018.

 

(4) Other Supporting Documents

1.      Not Applicable

 

Sorry for the long post & Thanks in advance for your valuable input. 

Edited August 24, 2018 by powerplyer

[Abies 1,713]

4 hours ago, powerplyer said:

Expert's Advice on my IV & AOS packet

 

Hello VJ member, this site has been invaluable for getting information. It has also helped me keep my sanity in the "hurry up and wait". I am ready to send my package to NVC package. I received 08/20/2018, paid the AOS bill and awaiting the IV Bill and DS-260. I have my AOS and IV packages ready as below, just missing the employment verification letter. I the Petitioner am sponsoring my spouse (CR1) and stepson 17 years old (CR2). The IV and DS-260 are still pending. I, the petitioner am the sole sponsor on the I-864 for spouse and stepson.  

 

Here are my questions:

1) In some of the older threads, there is a mention that I need to include 2 (2x2) passport pictures of the beneficiary in my packet, is that true?

2) I am US Citizen residing in the US, I assume I do not need any domicile documents?

3) My Document Check List, it list both the IRS Transcript and Federal Tax Income Returns. I assume I only need one or the other. I just pulled the tax return transcript from IRS website.

4) Should I send any “ proof of relationship”. Ie. Chats, pictures, phone records etc…?

5) Cosmetics – All my documents are copies and are on 8 1/2” X 11” paper. Should two hole top punch all the documents? (I have stamped all documents with case number)

 

Packet 1 <Spouse> in one Manila Folder (AOS/IV) separated by a bottom tab. AOS cover on manila folder & in each section.

Packet 2 <Stepson> in one Manila Folder (AOS/IV) separated by a bottom tab. AOS cover on manila folder & in each section.

Will put package 1 and package 2 in a UPS Box for overnight shipment!

 

Here is the package for my SPOUSE (Please let me know if I missed anything)

 

[In Order as per Document Cover List]

(1) Document Cover Sheet’s

1.      Document Cover Sheet from AOS

2.      This Cover Letter (signed and dated)

3.      Check List “Document Cover List” (signed and dated)

 

(2) [[[IV Package]]]] Supporting Documents:

1.      <Spouse> Passport Bio Page and Address Page, valid and unexpired

2.      <Spouse> Birth Certificate

3.      <Spouse> & <Petitioner> Marriage Certificate

4.      <Spouse Passed Husband> Death Certificate (Previous Husband)

5.      <Spouse> Police Certificate (PCC)

 

(3) [[[AOS Package]]] -- Affidavit of Support & Financial Documents

1.      Original <Petitioner> Signed and Dated Affidavit of Support (s) [I-864]

2.      Proof of U.S. Status

• a.      <Petitioner> Naturalization
• b.      <Petitioner> USA California License

3.      Petitioner’s Civil Documents

• a.      <Petitioner>’s Passport Bio Page, OCI and Stamped Pages.
• b.      <Petitioner>’s Birth Certificate
• c.      <Petitioner>’s Marriage Certificate
• d.      <Petitioner>’s Previous Divorce Decree

4.      Evidence of Income

• a.      <Petitioner>’s Letter of Employment from Seagate
• b.      <Petitioner>’s 6 Months of Paystubs with Seagate 08/10/2018 thru 02/09/2018

5.      Form(s) W2

• a.      2017 W-2
• b.      2016 W-2
• c.      2015 W-2

6.      IRS Tax Transcript (<Petitioner>)

• a.      2017 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• b.      2016 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• c.      2015 Tax Return, Record of Account, Account , Wage and Income Transcript’s

7.      Social Security Earning Statement

• a.      Social Security Statement from August 23^rd, 2018.

 

(4) Other Supporting Documents

1.      Not Applicable

 

_________________________________________________________________________________

 

Here is the package for my STEPSON (Please let me know if I missed anything)

 

[In Order as per Document Cover List]

(1) Document Cover Sheet’s

1.      Document Cover Sheet from AOS

2.      This Cover Letter (signed and dated)

3.      Check List “Document Cover List” (signed and dated)

 

(2) [[[IV Package]]]] Supporting Documents:

1.      <Stepson> Passport Bio Page and Address Page, valid and unexpired

2.      <Stepson>’s Birth Certificate

3.      <Mother>’s Birth Certificate

4.      <Spouse> & <Applicant> Marriage Certificate

5.   <Stepson Father>’s Death Certificate (Father)

6.   <Stepson>’s Police Certificate (PCC)

 

(3) [[[AOS Package]]] -- Affidavit of Support & Financial Documents

1.      Original <Petitioner> Signed and Dated Affidavit of Support (s) [I-864]

2.      Proof of U.S. Status

• a.      Petitioner Naturalization
• b.      Petitioner USA California License

3.   Petitioner’s Civil Documents

• a.      <Petitioner>’s Passport Bio Page, OCI and Stamped Pages.
• b.      <Petitioner>’s Birth Certificate
• c.      <Petitioner>’s Marriage Certificate
• d.      <Petitioner>’s Previous Divorce Decree

4.   Evidence of Income

• a.      <Petitioner>’s Letter of Employment from <Work Name>
• b.      <Petitioner>’s 6 Months of Paystubs with <Work Name> 08/10/2018 thru 02/09/2018

5.   Form(s) W2

• a.      2017 W-2
• b.      2016 W-2
• c.      2015 W-2

6.   IRS Tax Transcript (<Petitioner>)

• a.      2017 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• b.      2016 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• c.      2015 Tax Return, Record of Account, Account , Wage and Income Transcript’s

7.   Social Security Earning Statement

• a.      Social Security Statement from August 23^rd, 2018.

 

(4) Other Supporting Documents

1.      Not Applicable

 

Sorry for the long post & Thanks in advance for your valuable input. 

The 2x2 US passport size is for the beneficiary which she will bring to the interview. Other supporting documents are evidence of bonafide marital relationship you have both gotten since after filing the i130 which includes chats,photos,call records,more visits etc.

 

Again,your proof of domicile includes Lease/Mortage agreement as well as Utility bills.

[Ryan H 3,834]

7 hours ago, powerplyer said:

2.      Proof of U.S. Status

• a.      <Petitioner> Naturalization
• b.      <Petitioner> USA California License 

3.      Petitioner’s Civil Documents

• a.      <Petitioner>’s Passport Bio Page, OCI and Stamped Pages.
• b.      <Petitioner>’s Birth Certificate

 

You don't need any of the above items:

• Petitioner's US status is already established when the I-130 is filed, you don't need to do this again.  Joint Sponsors on the other hand would need to provide proof of status as it would not be previously known.
• The NVC will not need the petitioner's passport bio page, the petitioner's birth certificate, or those other items you mentioned.

 

2 hours ago, Abies said:

5.      Form(s) W2

• a.      2017 W-2
• b.      2016 W-2
• c.      2015 W-2

6.      IRS Tax Transcript (<Petitioner>)

• a.      2017 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• b.      2016 Tax Return, Record of Account, Account , Wage and Income Transcript’s
• c.      2015 Tax Return, Record of Account, Account , Wage and Income Transcript’s

 

I lined out the W2's because you don't need them since you are sending tax return transcripts.

[pushbrk 13,254]

2 hours ago, Abies said:

The 2x2 US passport size is for the beneficiary which she will bring to the interview. Other supporting documents are evidence of bonafide marital relationship you have both gotten since after filing the i130 which includes chats,photos,call records,more visits etc.

 

Again,your proof of domicile includes Lease/Mortage agreement as well as Utility bills.

Incorrect.  Yes, the visa applicants will need passport photos for the interview but also as part of the "IV package".  A US Citizen PETITIONER signing an affidavit of support under penalty of perjury saying they CURRENTLY reside in the USA with US income and an I-130 with residence history in the US does not need to provide evidence of a US domicile in any form.  Evidence of Citizenship or LPR status is only needed for a joint sponsor and/or household member, or a Petitioner currently living outside the US.

Ryan has advised you correctly, but the above from Abies needed correction.

Edited August 25, 2018 by pushbrk

[powerplyer 4]

Wow guys/gals thanks for the quick replies!

@Abies ok I will not include the Passport Pictures. I am bit confused on your comments for a "bonafide marriage". Do I need to include them in my NVC package? We will be taking chats, photos, phone call logs etc to the interview, do I need to put them into the NVC package? I have put in my latest PG&E bill and Home Mortgage statement for Domicile. Thank You!!!

 

@Ryan H Thank you for the reply. I will remove the petitioner documents. I am the sole sponsor. I will also remove the W-2, the only reason I included them was the transcripts I downloaded from the IRS website. I did place an order to get the "official transcripts", but the wait is 5-10 days. I don't want to lose any more time.  I also have electronic copies of my full tax returns filed, for all three years. I am just afraid that the downloaded version will not be sufficient. Has anyone had issues with the downloaded IRS Transcripts? I assume all the data is the same, maybe the letterhead may be different. 

[Ryan H 3,834]

2 minutes ago, powerplyer said:

ok I will not include the Passport Pictures. I am bit confused on your comments for a "bonafide marriage". Do I need to include them in my NVC package? We will be taking chats, photos, phone call logs etc to the interview, do I need to put them into the NVC package? I have put in my latest PG&E bill and Home Mortgage statement for Domicile. Thank You!!!

 

See what pushbrk has told you about this.

[pushbrk 13,254]

5 minutes ago, powerplyer said:

Wow guys/gals thanks for the quick replies!

@Abies ok I will not include the Passport Pictures. I am bit confused on your comments for a "bonafide marriage". Do I need to include them in my NVC package? We will be taking chats, photos, phone call logs etc to the interview, do I need to put them into the NVC package? I have put in my latest PG&E bill and Home Mortgage statement for Domicile. Thank You!!!

 

@Ryan H Thank you for the reply. I will remove the petitioner documents. I am the sole sponsor. I will also remove the W-2, the only reason I included them was the transcripts I downloaded from the IRS website. I did place an order to get the "official transcripts", but the wait is 5-10 days. I don't want to lose any more time.  I also have electronic copies of my full tax returns filed, for all three years. I am just afraid that the downloaded version will not be sufficient. Has anyone had issues with the downloaded IRS Transcripts? I assume all the data is the same, maybe the letterhead may be different. 

Do include the passport photos of the visa applicants.  They'll need more in hand for the medical and interview.

 

Your downloaded "Tax RETURN transcripts" are sufficient.  "Official" transcripts don't come on letterhead, but be sure they are the correct transcripts.

[powerplyer 4]

Ok guys thanks for the information on the Passport Photos. This will delay my submission of the IV AOS package. I will have to have my wife and stepson mail me the photos from India.

[pushbrk 13,254]

1 hour ago, powerplyer said:

Ok guys thanks for the information on the Passport Photos. This will delay my submission of the IV AOS package. I will have to have my wife and stepson mail me the photos from India.

Be sure you read all instructions carefully AND understand their context.  

[powerplyer 4]

I have been reading carefully and trying to understand. However, this items confuses me because @Ryan H the petitioner (me) did not need "The NVC will not need the petitioner's passport bio page, the petitioner's birth certificate, or those other items you mentioned."

 

If you are applying for an IR5 visa as the parent of a U.S. citizen or for an F4 visa as the brother or sister of a U.S. citizen:  You must obtain an original birth certificate for your petitioner, or a certified copy.

Send a photocopy of your petitioner's birth certificate to NVC.
Bring the original petitioner’s birth certificate plus a photocopy to your visa interview at the U.S. Embassy or Consulate.

If you are applying for an IR1, CR1, or F2A visa as the spouse of a U.S. citizen or Lawful Permanent Resident and your petitioning spouse was previously married:  You must obtain evidence of the termination of EVERY prior marriage your petitioning spouse has had. This evidence must be an original or certified copy of one of the following documents:  FINAL legal divorce decree, death certificate, or annulment papers.

Send a photocopy of the petitioner’s marriage termination document(s) to NVC.
Bring the original petitioner’s termination document(s) plus a photocopy to your visa interview at the U.S. Embassy or Consulate.
For country-specific guidelines on how to obtain acceptable birth certificates and marriage termination documents, use the Document Finder above.

 

Does this mean I need to include my divorce decree from the previous marriage? Do I need to put the same divorce decree in my stepson CR2 package?

[pushbrk 13,254]

2 hours ago, powerplyer said:

 

Does this mean I need to include my divorce decree from the previous marriage? Do I need to put the same divorce decree in my stepson CR2 package?

Yes.

[powerplyer 4]

Ok Thanks for the confirmation. It does only indicate CR1 so I will put it in my wifes package (it is 60 pages). I will leave it our of my step-sons package.