AOS interview, help with documents to bring for a retired sponsor

[Sara & Kevin 14]

I hope somebody can help me! I have my interview in 15 days! 

My sponsor is Retired so it’s a little different with the bring 2 months of paystubs and w2s he doesn’t have those.

He gets monthly income from Social Security and then he gets income from Investment Retirement, he draws one big sum of money once a year and he does that mid February.. 

So I’m kinda confused what to bring bc he doesn’t know until mid February what he will draw from his retirement for his income for 2021 and my interview is first week of February 

and second can couple months of bank statements be good to show what Social security deposited as income? He usually gets that paper that social security sends to show what his monthly benefits will be for the year but he hasn’t got that yet! 

[Ayrton 965]

Just now, Sara & Kevin said:

I hope somebody can help me! I have my interview in 15 days! 

My sponsor is Retired so it’s a little different with the bring 2 months of paystubs and w2s he doesn’t have those.

He gets monthly income from Social Security and then he gets income from Investment Retirement, he draws one big sum of money once a year and he does that mid February.. 

So I’m kinda confused what to bring bc he doesn’t know until mid February what he will draw from his retirement for his income for 2021 and my interview is first week of February 

and second can couple months of bank statements be good to show what Social security deposited as income? He usually gets that paper that social security sends to show what his monthly benefits will be for the year but he hasn’t got that yet! 

I'm assuming you already submitted the 864 for the joint sponsor, correct?

 

If so, you don't need to bring anything else to the interview, if the joint sponsor's documents weren't enough they would've sent a RFE.

[Sara & Kevin 14]

4 minutes ago, Ayrton said:

I'm assuming you already submitted the 864 for the joint sponsor, correct?

 

If so, you don't need to bring anything else to the interview, if the joint sponsor's documents weren't enough they would've sent a RFE.

Yes I submitted I-864 and all the needed documents and i got scheduled for an Interview! 

so i just should bring copy of everything i submitted with that just in case they lost something in the process? 

So nothing for the current year or anything like that? it’s kinda impossible to bring something else tho lol

[Crazy Cat 41,985]

It takes about 30 seconds to print a Social Security benefit letter....from the SSA site.  I would use that.

[Boiler 45,794]

He would have evidenced his investments, how long ago was this?

 

I would always take everything, better to have it and not need it.

[Sara & Kevin 14]

1 minute ago, Lucky Cat said:

It takes about 30 seconds to print a Social Security benefit letter....from the SSA site.  I would use that.

How do you do that? 

[Crazy Cat 41,985]

Just now, Sara & Kevin said:

How do you do that? 

He needs to log on to the SSA site......then print the benefits letter.   Very easy if he has a SSA account.  But, he might not already have an account.

[Sara & Kevin 14]

1 minute ago, Boiler said:

He would have evidenced his investments, how long ago was this?

 

I would always take everything, better to have it and not need it.

February last year we send stuff for 2019 that is the most recent year.. 

I have his investments and stuff for 2020 but he doesn’t draw any income until February 15th he has been doing this since he retired 10 years ago so i have nothing to give for 2021 bc he still doesn’t have that.. He always takes the same as the previous year or a bit more 

Just now, Lucky Cat said:

He needs to log on to the SSA site......then print the benefits letter.   Very easy if he has a SSA account.  But, he might not already have an account.

Can he create one easily or no? 

[Sara & Kevin 14]

7 minutes ago, Boiler said:

He would have evidenced his investments, how long ago was this?

 

I would always take everything, better to have it and not need it.

When it comes to investment he isn’t retired like most people... all the money he invested and lives from is his money.. so every february he draws a big sum all at once for his income... and idk what to bring for this year i can bring 2020 what he drew and usually he draws same as last year ir even more.. so i’m confused what to do lol

[Crazy Cat 41,985]

14 minutes ago, Sara & Kevin said:

Can he create one easily or no? 

Probably has to be verified identity.

[Sara & Kevin 14]

Just now, Lucky Cat said:

Probably has to be verified identity.

You think it’s similar to creating an account for IRS transcripts? 
I will have my husband help him today bc he is 69 years old! 

[Crazy Cat 41,985]

1 minute ago, Sara & Kevin said:

I will have my husband help him today bc he is 69 years old! 

All seniors aren't helpless.  I am 68......😀

[Sara & Kevin 14]

3 minutes ago, Lucky Cat said:

All seniors aren't helpless.  I am 68......😀

Noup! i know that! My moms is same! my father in law just refuses to learn and doesn’t want to either he loves it that way! so he needs help when we need him lol

[Ayrton 965]

1 hour ago, Sara & Kevin said:

Yes I submitted I-864 and all the needed documents and i got scheduled for an Interview! 

so i just should bring copy of everything i submitted with that just in case they lost something in the process? 

So nothing for the current year or anything like that? it’s kinda impossible to bring something else tho lol

You can if you want, but it's not necessary. Remember that 2020 taxes aren't required untill April 15/16. So 2019 is still the latest tax year.

[Sara & Kevin 14]

15 minutes ago, Ayrton said:

You can if you want, but it's not necessary. Remember that 2020 taxes aren't required untill April 15/16. So 2019 is still the latest tax year.

Yeah I know that... I’m just confused when it comes to the part where they ask 2 months of Paystubs and W2s he doesn’t have that.. so what am i supposed to bring other then the SSA benefit letter? like from retirement income bc he doesn’t know what it will be until Feb 15th 🤷🏼‍♀️ Lol this is stressful 😂😂