I-864 - Retired Petitioner

[Rusal 8]

Hello. My questions are regarding a petitioner who is retired and is sponsoring his immigrant child. In the form I-864, does the petitioner need to report "current individual annual income" if he is retired? He does get retirement income, so does he have to indicate that amount? He has a form - SSA-1099-SM, which has a total net benefit amount. He also has a 1099R, which has gross distribution and taxable amount? Which of these amounts should I use? I am assuming I have to add up the values from the SSA-1099-SM and 1099R to indicate what his annual income is. Is this correct? Can someone advise me on this?

 

What other documentation does he have to include other than tax returns, and the two tax forms I mentioned above to indicate his retirement status?

 

My other question is concerning some confusion I have about Joint Sponsor vs Household member. Petitioner's daughter will act as a Joint Sponsor so we are assuming that she will fill out another I-864. However, she lives in the same house as petitioner and therefore qualifies to be a household member also (I-864A). In this case, what is the better approach to take? Should she continue as a Joint Sponsor or be indicated on Petitioners I-864 as household member and submit a separate I-864A? Thanks.

[Fr3edom21 10]

The petitioner files I-864 (even if he/she does not have any income) and his/her daughter, she needs to file I-864a since she is living at the same house (thus a household member).

Very straight forward process.

 

You only have to pay for the I-864 though.

 

Cheers!

 

Fr3edom21.