I am in the process of preparing our ROC packet, which we will be filing next week (earliest date we can file is 10/31 so I am hoping to get it in the mail on Monday, 11/1). I figured I'd go ahead and start the November thread for anyone else who is in the same boat.
As of right now, this is the list of evidence I am including in our packet:
Letter from our bank stating the date my husband was added to the account (because our statements only show my name)
All statements from that same bank account from the date we were married to present (shows direct deposits from both of our jobs and all marital bills paid from this account)
Letter from Discover that shows we opened a joint savings account on July 28, 2020
All statements for that joint savings account
Documentation that my husband is the beneficiary on my Roth IRA
Our apartment leases from 2019, 2020, and 2021 (with both names)
Water bills with both of our names
Healthcare durable Power of Attorney for each of us, appointing the other
Several official letters we have received with both names (such as IRS notices and the letters from the White House about stimulus checks)
2 verification of insurance letters from Progressive that show both of our names as drivers and lists both vehicles
Emergency contact list from my work that shows my husband as my emergency contact
Screenshot of our Verizon account that shows both names and phone numbers
Membership agreement from Planet Fitness that I gifted my husband (shows his name as the member but my name and bank info for payment)
Tax transcripts for 2019 and 2020
Documentation of 4 vacations we took in 2020 and 2021
8 photos of us ranging from Nov. 2019 to July 2021
Joint credit card statements from May 2019 to present
Documentation that he is an authorized user on another credit card (his name isn't listed on the statements)
Also we just refinanced his vehicle in both of our names so I will add that documentation in if I get it in hand before I send the packet off.
I do have a couple of questions, if anyone has input.
How many water bills should I include? I have every monthly bill from May 2020 through October 2021, except for 2. I don't know if I should throw them all in or not.
As of now, I have not included some documentation that was provided in our AOS packet (or at the interview). Examples include photos that were already provided and documentation of trips already provided. For more context, we were married in May 2019 and our AOS interview was December 2019.
If anyone has any other suggestions, feel free to let me know. And good luck to anyone that plans to file in November
I am in the process of preparing our ROC packet, which we will be filing next week (earliest date we can file is 10/31 so I am hoping to get it in the mail on Monday, 11/1). I figured I'd go ahead and start the November thread for anyone else who is in the same boat. As of right now, this is the list of evidence I am including in our packet: Letter from our bank stating the date my husband was added to the account (because our statements only show my name) All statements from that same bank account from the date we were married to present (shows direct deposits from both of our jobs and all marital bills paid from this account) Letter from Discover that shows we opened a joint savings account on July 28, 2020 All statements for that joint savings account Documentation that my husband is the beneficiary on my Roth IRA Our apartment leases from 2019, 2020, and 2021 (with both names) Water bills with both of our names Healthcare durable Power of Attorney for each of us, appointing the other Several official letters we have received with both names (such as IRS notices and the letters from the White House about stimulus checks) 2 verification of insurance letters from Progressive that show both of our names as drivers and lists both vehicles Emergency contact list from my work that shows my husband as my emergency contact Screenshot of our Verizon account that shows both names and phone numbers Membership agreement from Planet Fitness that I gifted my husband (shows his name as the member but my name and bank info for payment) Tax transcripts for 2019 and 2020 Documentation of 4 vacations we took in 2020 and 2021 8 photos of us ranging from Nov. 2019 to July 2021 Joint credit card statements from May 2019 to present Documentation that he is an authorized user on another credit card (his name isn't listed on the statements) Also we just refinanced his vehicle in both of our names so I will add that documentation in if I get it in hand before I send the packet off. I do have a couple of questions, if anyone has input. How many water bills should I include? I have every monthly bill from May 2020 through October 2021, except for 2. I don't know if I should throw them all in or not. As of now, I have not included some documentation that was provided in our AOS packet (or at the interview). Examples include photos that were already provided and documentation of trips already provided. For more context, we were married in May 2019 and our AOS interview was December 2019. If anyone has any other suggestions, feel free to let me know. And good luck to anyone that plans to file in November