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remotercharm

Question about I-134 stocks and bonds

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Filed: AOS (apr) Country: Scotland
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See attachment.  I do have stocks and bonds.  My question is if i have other sources of income proof do i actually need to attach the stocks?  I use a robo service that constantly buys and sells hundreds of stocks so it would not be accurate.  I don't know what stocks I own at any given time.  Should I put $0 If i don't plan on attaching them or fill it out with the current amount and just not attach?

Screen Shot 2020-01-12 at 8.57.15 PM.png

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Filed: Citizen (apr) Country: Morocco
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If your income meets the requirements,  this section does not need to be filled in

if you are using assets as income is too low,  then provide an extra sheet with last month (or quarterly)  report /  i get quarterly statements 

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Filed: AOS (apr) Country: Scotland
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8 minutes ago, JeanneAdil said:

If your income meets the requirements,  this section does not need to be filled in

if you are using assets as income is too low,  then provide an extra sheet with last month (or quarterly)  report /  i get quarterly statements 

Should I just put N/A then?  It does say in the form that you agree all information is "complete, true, and correct" so saying I have $0 assets seems untrue. No idea if this matters......

Edited by remotercharm
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*~*~*procedural question moved to “K-1 fiancé visa process and procedures”*~*~*

Timeline in brief:

Married: September 27, 2014

I-130 filed: February 5, 2016

NOA1: February 8, 2016 Nebraska

NOA2: July 21, 2016

Interview: December 6, 2016 London

POE: December 19, 2016 Las Vegas

N-400 filed: September 30, 2019

Interview: March 22, 2021 Seattle

Oath: March 22, 2021 COVID-style same-day oath

 

Now a US citizen!

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Totally optional.   I'd include it just in case there are are public charge concerns.

March 2, 2018  Married In Hong Kong

April 30, 2018  Mary moves from the Philippines to Mexico, Husband has MX Permanent Residency

June 13, 2018 Mary receives Mexican Residency Card

June 15, 2018  I-130 DCF Appointment in Juarez  -  June 18, 2018  Approval E-Mail

August 2, 2018 Case Complete At Consulate

September 25, 2018 Interview in CDJ and Approved!

October 7, 2018 In the USA

October 27, 2018 Green Card received 

October 29, 2018 Applied for Social Security Card - November 5, 2018 Social Security Card received

November 6th, 2018 State ID Card Received, Applied for Global Entry - Feb 8,2019 Approved.

July 14, 2020 Removal of Conditions submitted by mail  July 12, 2021 Biometrics Completed

August 6, 2021 N-400 submitted by mail

September 7, 2021 I-751 Interview, Sept 8 Approved and Card Being Produced

October 21, 2021 N-400 Biometrics Completed  

November 30,2021  Interview, Approval and Oath

December 10, 2021 US Passport Issued

August 12, 2022 PHL Dual Nationality Re-established & Passport Approved 

April 6,2023 Legally Separated - Oh well

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Filed: Citizen (apr) Country: England
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11 hours ago, remotercharm said:

See attachment.  I do have stocks and bonds.  My question is if i have other sources of income proof do i actually need to attach the stocks?  I use a robo service that constantly buys and sells hundreds of stocks so it would not be accurate.  I don't know what stocks I own at any given time.  Should I put $0 If i don't plan on attaching them or fill it out with the current amount and just not attach?

Screen Shot 2020-01-12 at 8.57.15 PM.png

 

If you have a healthy source of salary, I would skip the entire assets part of the form...savings, stocks, property value etc. Your salary passes you for sponsorship without adding any assets. Leave it blank or write N/A if that appeals to you more. This whole form is not a big deal in London as long as you show an income. There is nothing written in the law (including use of the form) other than the officer needs to be convinced your fiancé will not become a public charge.  Convince with your salary.

 

London is not going to be analyzing as much as you imagine. If you want to provide all of it, then surely you get some accounting statement for tax purposes that should have a value of holdings. My personal experience in London was my fiancé filled every detail out and had a boat load of paperwork to go with it. The first window when called up is a document collecting clerical person who gets the file ready for the interviewer. That lady handed back the whole stack of financial statements, bank statements, fund statements, tax returns...except one letter showing a monthly source of income that covered the minimum. The interviewer (second window called to) never saw "proof" of but a very small fraction of her total financial situation. He did not say one word about the finances or Form I-134 during the 5 minutes it took to get approved. When adjustment of status time came around after marriage, the I-864 affidavit of support asks for similar asset info. She didn't bother and left it blank. The required tax return showed enough income so she skipped all assets on that form. Showing 50 times the minimum income requirement in assets will not get you more approved if you have a monthly income that is over the requirement. 

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Filed: AOS (apr) Country: Scotland
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44 minutes ago, Wuozopo said:

 

If you have a healthy source of salary, I would skip the entire assets part of the form...savings, stocks, property value etc. Your salary passes you for sponsorship without adding any assets. Leave it blank or write N/A if that appeals to you more. This whole form is not a big deal in London as long as you show an income. There is nothing written in the law (including use of the form) other than the officer needs to be convinced your fiancé will not become a public charge.  Convince with your salary.

 

London is not going to be analyzing as much as you imagine. If you want to provide all of it, then surely you get some accounting statement for tax purposes that should have a value of holdings. My personal experience in London was my fiancé filled every detail out and had a boat load of paperwork to go with it. The first window when called up is a document collecting clerical person who gets the file ready for the interviewer. That lady handed back the whole stack of financial statements, bank statements, fund statements, tax returns...except one letter showing a monthly source of income that covered the minimum. The interviewer (second window called to) never saw "proof" of but a very small fraction of her total financial situation. He did not say one word about the finances or Form I-134 during the 5 minutes it took to get approved. When adjustment of status time came around after marriage, the I-864 affidavit of support asks for similar asset info. She didn't bother and left it blank. The required tax return showed enough income so she skipped all assets on that form. Showing 50 times the minimum income requirement in assets will not get you more approved if you have a monthly income that is over the requirement. 

 

Thank you!  My tax transcript for 2018 is $46k because I took half the year off.  My 2019 transcript will be closer to six figures but I don't think it will be ready in time.  I can also get a letter from my current employer showing my salary is now six figures.  I imagine this should be enough to skip assets?  Thanks!

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Filed: Citizen (apr) Country: England
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51 minutes ago, remotercharm said:

 

Thank you!  My tax transcript for 2018 is $46k because I took half the year off.  My 2019 transcript will be closer to six figures but I don't think it will be ready in time.  I can also get a letter from my current employer showing my salary is now six figures.  I imagine this should be enough to skip assets?  Thanks!

Absolutely.

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