Feedback on I-751 Evidence List

[Alan Levin 2]

Hello,

 

Below is the list of evidence that I copied from my cover letter of the I-751 application. If possible, I would like to get some feedback on the strength of the evidence, and the way it’s ordered and presented:

 

• Marriage Certificate

• Driver’s licenses for the petitioner and spouse showing the same address

• The Living Trust of the spouse, designating the petitioner as trustee

• Deed to marital domicile (in the name of the spouse’s Living Trust)

• Brokerage Account overview (in the name of the spouse’s Living Trust)

• Letter from the bank confirming the petitioner was added to the spouse’s bank accounts in December 2022, along with bank statements for the main account dated to the aforementioned date

• IRS e-filed joint tax returns for 2022 and 2023

• Joint title to family automobile

• Joint car insurance for 2024 and 2025

• Joint umbrella insurance

• Joint home insurance

• Joint health insurance

• Life insurance for the petitioner naming the spouse as beneficiary

• Two sworn affidavits from U.S. friends attesting to the authenticity of our relationship and marriage

• Flight and hotel bookings

• 2024 Christmas greeting card sent to the spouse and petitioner

• Photographs of the spouse and petitioner throughout the marriage period

 

[[END]]

 

 

We have some other pieces of evidence that we chose not to include, such as

- Joint AARP membership

- Joint credit card only used by my spouse

 

We don’t have joint utility bills.

 

Also, is it true that USCIS does not like paper clips, sticky notes, etc.? It feel weird to submit a big stack of papers with no method of organization.

 

Thank you very much!

Edited 20 hours ago by Alan Levin
Added further details

[W199 350]

>> • The Living Trust of the spouse, designating the petitioner as trustee

 

I would think that the relevant and important thing is that the petitioner is the beneficiary of the trust.

[OldUser 7,351]

24 minutes ago, Alan Levin said:

 

• IRS e-filed joint tax returns for 2022 and 2023

 

I recommend sending tax return transcripts, downloadable from IRS website

[OldUser 7,351]

Otherwise evidence looks good and sufficient to me. As far as I understand, you already own a house and hence don't have lease with both names on it?

[W199 350]

15 minutes ago, OldUser said:

Otherwise evidence looks good and sufficient to me. As far as I understand, you already own a house and hence don't have lease with both names on it?

He said the deed to the house is owned by his living trust, not him.  And the Trustee of the trust is the petitioner.  Hence, my previous comment that the important thing is that the petitioner is the beneficiary of the trust .. not the trustee.

[Alan Levin 2]

32 minutes ago, W199 said:

>> • The Living Trust of the spouse, designating the petitioner as trustee

 

I would think that the relevant and important thing is that the petitioner is the beneficiary of the trust.

Thank you for your response. Appreciated. 

[Alan Levin 2]

40 minutes ago, OldUser said:

I recommend sending tax return transcripts, downloadable from IRS website

I’ll take a look at that. Thank you very much.

[Alan Levin 2]

24 minutes ago, W199 said:

He said the deed to the house is owned by his living trust, not him.  And the Trustee of the trust is the petitioner.  Hence, my previous comment that the important thing is that the petitioner is the beneficiary of the trust .. not the trustee.

Correct. Since you pointed that out, I think I’m going to highlight the line in the trust that names the petitioner is the beneficiary. 

[W199 350]

Just now, Alan Levin said:

Correct. Since you pointed that out, I think I’m going to highlight the line in the trust that names the petitioner is the beneficiary. 

Wise move ... Trusts are complicated ... 

[OldUser 7,351]

1 hour ago, Alan Levin said:

Correct. Since you pointed that out, I think I’m going to highlight the line in the trust that names the petitioner is the beneficiary. 

All sorts of assets can be placed in trusts. It wasn't super clear whether your primary residence was owned by trust.