ROC package evidence checklist. Anything I should add or remove?

[new68 10]

Cohabitation: 

1. House deed in both names ( added 6 months ago) 

2. Utility bills in both names

3. Government IDs with same address (expired and current)

Financials: 

1.Joint bank account. And transactions.

2. Roth ira beneficiary. 

3.401k beneficiary added

4.Tax returns (jointly filed) 2021 and 2022

5.Health insurance through spouse's work ( 1095 B showing health insurance premium paid for both of us for the year 2021 and 2022)

Life experiences:

1.Travel photos (2021,2022,2023)

2.boaring passes

3. Reservations 

 Future planning :

1.Wills (showing spouse as primary beneficiary, spouse's mother as secondary and friend as  in absence of beneficiary)

2.Durable power of attorney showing each other as agent. 

3. Medical power of attorney showing each other as primary patient advocates and personal representatives for each other. Spouse's mother as secondary.

 

[Crazy Cat 41,984]

Looks great to me....

[new68 10]

5 hours ago, new68 said:

Cohabitation: 

1. House deed in both names ( added 6 months ago) 

2. Utility bills in both names

3. Government IDs with same address (expired and current)

Financials: 

1.Joint bank account. And transactions.

2. Roth ira beneficiary. 

3.401k beneficiary added

4.Tax returns (jointly filed) 2021 and 2022

5.Health insurance through spouse's work ( 1095 B showing health insurance premium paid for both of us for the year 2021 and 2022)

Life experiences:

1.Travel photos (2021,2022,2023)

2.boaring passes

3. Reservations 

 Future planning :

1.Wills (showing spouse as primary beneficiary, spouse's mother as secondary and friend as  in absence of beneficiary)

2.Durable power of attorney showing each other as agent. 

3. Medical power of attorney showing each other as primary patient advocates and personal representatives for each other. Spouse's mother as secondary.

 

Is it a good idea to add usps informed delivery showing mail coming in for both people?

[OldUser 6,979]

37 minutes ago, new68 said:

Is it a good idea to add usps informed delivery showing mail coming in for both people?

You can, why not? Just add it to miscellaneous additional evidence.

[new68 10]

1 hour ago, OldUser said:

You can, why not? Just add it to miscellaneous additional evidence.

Thank you. Anything to be added or removed from thr list?

[OldUser 6,979]

27 minutes ago, new68 said:

Thank you. Anything to be added or removed from thr list?

I wouldn't remove anything. You have strong evidence.

[T&S_MTL 113]

Looks like you have strong evidence, we 're planning to send our package next month.  

Do you give all the monthly bank statements (since your spouse is in the US) or just the most recent one before sending the package? I'm also curious how many pages is your package, I worry ours is going to be too big.

[OldUser 6,979]

2 hours ago, T&S_MTL said:

Looks like you have strong evidence, we 're planning to send our package next month.  

Do you give all the monthly bank statements (since your spouse is in the US) or just the most recent one before sending the package? I'm also curious how many pages is your package, I worry ours is going to be too big.

No, one statement won't cut it. Either monthly or quarterly. I-751 instructions use words "from the date of marriage" and "as many as you can". You can decide what you're comfortable with but definitely not a single statement.

 

Quote :

"Submit copies of as many documents as you can to establish this fact, to demonstrate the circumstances of the relationship from the date of the marriage to the present date;"

 

Source: https://www.uscis.gov/i-751

 

It's not unusual to have 300+ page packets for I-751.

 

There's no limit for the evidence you can submit. The best strategy to get your case approved without RFE or interview is to submit as much as you can.

 

Edited May 6, 2023 by OldUser

[T&S_MTL 113]

2 hours ago, OldUser said:

No, one statement won't cut it. Either monthly or quarterly. I-751 instructions use words "from the date of marriage" and "as many as you can". You can decide what you're comfortable with but definitely not a single statement.

 

Quote :

"Submit copies of as many documents as you can to establish this fact, to demonstrate the circumstances of the relationship from the date of the marriage to the present date;"

 

Source: https://www.uscis.gov/i-751

 

It's not unusual to have 300+ page packets for I-751.

 

There's no limit for the evidence you can submit. The best strategy to get your case approved without RFE or interview is to submit as much as you can.

 

We showed evidence in the CR-1 process (all the way back from marriage and before), would it make sense to show evidence from the date the conditional resident entered the US? Just trying to see how far back people usually go  considering that some evidence was already given to USCIS for a prior application (CR-1 in our case). 

 

[OldUser 6,979]

1 hour ago, T&S_MTL said:

We showed evidence in the CR-1 process (all the way back from marriage and before), would it make sense to show evidence from the date the conditional resident entered the US? Just trying to see how far back people usually go  considering that some evidence was already given to USCIS for a prior application (CR-1 in our case). 

 

The official instructions were quoted above. Some people only submit evidence from start of conditional GC and still get approved. It's up to your comfort level.