NOA2 Financial Documents

[Silove 0]

On the K-1 Visa Guideline, it states to start gathering documents immediately in preparation to send to the beneficiary. I'm wondering how recent the documents need to be in relation to the interview date? We are still waiting and don't have an interview scheduled yet, so I'm wondering if I hold off on things like bank statements and current balances on the I-134, past 2 pay stubs, date on my employee letter...what have you guys done or noticed? How long before your interviews were your documents dated?

 

Thanks for any advice! We're very excited to be one step closer and (hopefully) having the longest part of the K-1 process over with! (And then we can look forward to the green card process 😝)

[Ben&Zian 4,398]

50 minutes ago, Silove said:

On the K-1 Visa Guideline, it states to start gathering documents immediately in preparation to send to the beneficiary. I'm wondering how recent the documents need to be in relation to the interview date? We are still waiting and don't have an interview scheduled yet, so I'm wondering if I hold off on things like bank statements and current balances on the I-134, past 2 pay stubs, date on my employee letter...what have you guys done or noticed? How long before your interviews were your documents dated?

 

Thanks for any advice! We're very excited to be one step closer and (hopefully) having the longest part of the K-1 process over with! (And then we can look forward to the green card process 😝)

 

I go off a time frame of 30-60 days. That's generally close enough.

 

Bank statements really are only needed if using assets/savings to offset income or "boost" your financial showing.

 

Current income from pay stubs (generally 3 months worth), letter from employer, and even tax transcripts/W2's are most important things.

[_Layne 27]

Hi, if I may ask, what is this letter from employer? I mean, what kind of letter is it? It is the first time I have read that this is needed for K1 interview.

Thank you!!!

[usmsbow 802]

4 minutes ago, _Layne said:

Hi, if I may ask, what is this letter from employer? I mean, what kind of letter is it? It is the first time I have read that this is needed for K1 interview.

Thank you!!!

 

It is a letter from your employer saying you work for that employer and make $_____/year. It isn't a requirement, but it is good evidence for your I-134 if you haven't been at your current job that long. If you've been at your job for awhile, you can provide pay stubs, W-2, and tax transcript(s), so there shouldn't be any need for a letter. 

[Nick27 10]

5 minutes ago, _Layne said:

Hi, if I may ask, what is this letter from employer? I mean, what kind of letter is it? It is the first time I have read that this is needed for K1 interview.

Thank you!!!

The one i asked my boss to make wanted my date of employment , salary

, and if it was a full or part time position and my boss added extra regarding my work ethic and prospects for future advancedment but i think they just look for the top 3 i listed

 

2 hours ago, Silove said:

On the K-1 Visa Guideline, it states to start gathering documents immediately in preparation to send to the beneficiary. I'm wondering how recent the documents need to be in relation to the interview date? We are still waiting and don't have an interview scheduled yet, so I'm wondering if I hold off on things like bank statements and current balances on the I-134, past 2 pay stubs, date on my employee letter...what have you guys done or noticed? How long before your interviews were your documents dated?

 

Thanks for any advice! We're very excited to be one step closer and (hopefully) having the longest part of the K-1 process over with! (And then we can look forward to the green card process 😝)

I wanted to ask this question today too thank you for asking it 😂 good luck

[Russel1995 163]

@Silove I read before you were from Mexico.

 

Update timeline, wait on financial documents...

 

I obtained a letter from employer, pay stubs for past 2 months, and Tax returns of 2018... Mexico only requires those. (P3 letter states it is all that's needed usually) I obtained those beginning of april... i'll be asking my employer for a new letter and printing more recent pay stubs in middle of august as my Fiancés interview is going to be end of august.

 

 

https://mx.usembassy.gov/wp-content/uploads/sites/25/CDJ_K1-Packet-DEC2017-ENG-no-logo.pdf

^^ Most recent P3 letter I have seen, I have yet to receive, and from my understanding... most people never do receive it from Mexico until asking at the service window at the consulate

 

Expect interview to be 5-6 months out after your case is set to "ready" for Mexico.

 

 

 

 

Edited April 8, 2019 by Russel1995

[Russel1995 163]

Quote

Thanks for any advice! We're very excited to be one step closer and (hopefully) having the longest part of the K-1 process over with! (And then we can look forward to the green card process 😝)

@Silove  I'd say your halfway to the green card process.

[GaryK 39]

From the time you get your NOA1, you probably want to wait 3 or so months before assembling financial documents.  IRS transcripts take only 5-10 days for mail delivery (you can order online... they're free).  Hopefully you have your hardcopy W2s and 1040s hanging around... or you have them on Dropbox or something... for easy retrieval.  My company furnished an employment letter (complete with notary signature and stamp/raised seal) in 3-4 days in the mail.

 

If you want to run up the score by including bank account statements, 401k statements, etc. these can be obtained online in a snap.

 

Bottom line, you can assemble your financial stuff pretty quickly.  In doing it too early, sometimes the data gets 'stale'.  People change jobs, the government changes the form... THEN you have to re-do stuff.  So as much as you want to jump right into it just hang out for a few months during 'the wait'.  IMHO

[panamerican 36]

So what exactly is "required" according to USCIS? The website states the following:

• A signed statement from an officer of the bank or other financial institution that states when you opened an account, the total amount deposited for the past year, and the present balance of such account
• A signed statement from your employer on business letterhead that states the date and nature of your employment, salary paid, and whether the position is temporary or permanent
• A copy of your last income federal tax return filed, or a report of commercial rating concern (if self-employed)
• A list containing the serial numbers and denominations of bonds and names of the owners (if applicable)

I have my W2 and have requested a letter from my employer (should have it in 1-2 days no problem). I can print paystubs at any moment as all of that is online for me. Is the signed statement from the bank necessary? I am seeing conflicting information as most people don't seem to think the bank statement is necessary unless the salary requirements aren't sufficient (mine are sufficient alone and don't seem to require any additional information), but USCIS writes this section in a way that suggests that all things on the list are necessary. It seems to me that I can prove my financial stability with tax documents, paystubs, and the employer letter alone.

[Silove 0]

7 hours ago, Russel1995 said:

@Silove I read before you were from Mexico.

 

Update timeline, wait on financial documents...

 

I obtained a letter from employer, pay stubs for past 2 months, and Tax returns of 2018... Mexico only requires those. (P3 letter states it is all that's needed usually) I obtained those beginning of april... i'll be asking my employer for a new letter and printing more recent pay stubs in middle of august as my Fiancés interview is going to be end of august.

 

 

https://mx.usembassy.gov/wp-content/uploads/sites/25/CDJ_K1-Packet-DEC2017-ENG-no-logo.pdf

^^ Most recent P3 letter I have seen, I have yet to receive, and from my understanding... most people never do receive it from Mexico until asking at the service window at the consulate

 

Expect interview to be 5-6 months out after your case is set to "ready" for Mexico.

Thanks for the helpful info, especially the letter!

 

And I updated my profile, sorry about that! Yeah, my fiance is from Mexico

 

If you didn't receive this letter yet, how were you able to schedule an interview? I'll admit this part of the process is the part I understand least, even though I've been trying to research.

[Silove 0]

2 hours ago, panamerican said:

I have my W2 and have requested a letter from my employer (should have it in 1-2 days no problem). I can print paystubs at any moment as all of that is online for me. Is the signed statement from the bank necessary? I am seeing conflicting information as most people don't seem to think the bank statement is necessary unless the salary requirements aren't sufficient (mine are sufficient alone and don't seem to require any additional information), but USCIS writes this section in a way that suggests that all things on the list are necessary. It seems to me that I can prove my financial stability with tax documents, paystubs, and the employer letter alone.

I was wondering the same. I went to the bank the day I received the NOA1 (before even thinking that perhaps it would be outdated by the time I actually needed it...oops.) and the lady helping me told me she wasn't allowed to write a letter with any of my account information included, legally. We kind of loopholed it by copy and pasting my account opening date from a file, and then she signed it on a letterhead from the bank...I didn't know what else I could ask her to do, and didn't know what others have done to fulfill this requirement?

[panamerican 36]

8 minutes ago, Silove said:

I was wondering the same. I went to the bank the day I received the NOA1 (before even thinking that perhaps it would be outdated by the time I actually needed it...oops.) and the lady helping me told me she wasn't allowed to write a letter with any of my account information included, legally. We kind of loopholed it by copy and pasting my account opening date from a file, and then she signed it on a letterhead from the bank...I didn't know what else I could ask her to do, and didn't know what others have done to fulfill this requirement?

From what I am reading, this is only necessary if you are unable to prove that your employment status and salary meets the minimum requirements (search for the details, but for someone with no children, I believe it is something like $15k-$20k per year) and you need to "offset" with assets, savings, etc. to meet the minimum requirements. Unless I find out otherwise, I am merely sticking with W2s, paystubs, and a signed letter from my employer.

 

I think I answered my own original question through searching more, but I am still hoping to get a few replies to confirm one way or another.

Edited April 8, 2019 by panamerican

[Russel1995 163]

5 hours ago, Silove said:

 

 

If you didn't receive this letter yet, how were you able to schedule an interview? I'll admit this part of the process is the part I understand least, even though I've been trying to research.

you dont need it to schedule interview.

[Silove 0]

9 minutes ago, Russel1995 said:

you dont need it to schedule interview.

What needs to happen to schedule the interview? We hahavhahave the NOA2 but haven't heard anything beyond that yet.