401k and IRA

[VilmaF 0]

Hi to all,

If my fiance/petitioner will be including his 401k and IRA in the affidavit of support, where in the I-134 should he list that down? I checked the form but it doesnt have it.

Need your advice.

Thanks.

Vilma

[YuAndDan 153]

If your income exceeds 125% of the poverty line, then don't bother with assets, it only gives the consuler officer more questions to ask.

In our case this what the I-134 included.

• I-134 signed and notarized.
  
• Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS
  
• Photo copy of IRS form 1040, and W2s for past 3 years
  
• Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
  
• Photo copies of past 6 months pay stubs up to a few weeks before the interview.
  

NO you do not need to show bank statements, they are only needed when income is below 125% poverty line to show assets to make up a short fall.

If you list the asset things the consular officer then just has more to ask questions about and you will have to provide more financial evidence. I have bank accounts, 401k and other things but did not list them on the I-134.

Manila is not interested in asset data, they want to see mostly income.

EVIDENCE OF SUPPORT. You should be able to demonstrate that you will not become a public charge or be a burden on the U.S. taxpayers for financial support. Submit your petitioner’s most recent U.S. Federal income tax return (Form 1040) and wage statements (Form W-2). Employment letters stating salaries and bank statements may be included. A completed I-134 Affidavit of

Support Form will be useful to the consular officer to evaluate your petitioner’s ability to be financially responsible for you.

http://manila.usembassy.gov/wwwfivk1.pdf