Assembling Application

[NMK94 4]

Hi all,

As we put together all the evidence for our RFE, we were just curious as to how everyone has assembled all of the documents. This USCIS webpage gives "General Tips". It's good, but leaves some questions open.

When putting together a lot of pages, how have you all handled them?

With all of the bank statements, plus our wills, power of attorneys, and living wills, we have quite a lot of papers (not to mention other items, though generally they are less in number). Right now we're looking at about 1.5 inches in height for the papers, and the IRS transcripts haven't even arrived.

Right now we're thinking of breaking the evidence apart and collecting relevant items together using ACCO fasteners, then maybe using heavy clips or a folder/binder to hold the various packets together.

Thoughts? Tips?

Thanks!

[BlueDevil 61]

The first document in my packet was the cover letter in which I broke down in bullet format all the supporting evidence I was attaching. I then starting stacking those documents behind the cover letter in the same order noted in the letter. Each separate piece of evidence was separated by a vertical, labelled tab. The I-175 application form was right behind the cover letter. After everything was arranged, I fastened the entire stack with binder clips. Avoid using staples on the individual documents. Either leave them loose, or use paperclips to separate them if need be.

[Sukie 1,464]

We used ACCO fasteners, and we broke our packet down into six bundles. Attached is my General Table of Contents. Each bundle had a detailed Table of Contents on top of it. And we had the name and A# at the bottom of each Table of Contents page. I used Post-It notes to put tabs (on the bottom of the pages) to separate sections within each bundle.

Probably overkill - but maybe we'll get brownie points for organization!!!!

Sukie in NY

Section A - Forms

1. I-751 Form, Signed and Dated by Both Spouses

2. Copy of Front and Back of Green Card

3. Account Update Info: ELIS Number

Section B - Evidence of Financial Co-mingling
1. Joint Tax Returns: 2014, 2015

2. Statement of Home Ownership
a. Driver’s Licenses
b. House Insurance

3. Statement about Vehicles
a. Ownership of Automobile - Title
b. Automobile Insurance

4. Joint Ownership of Pet – Microchip Registration, Vet Check, Import Itinerary

5. Joint Credit Card(s) Statements – Copies of Credit Cards
a. HSBC MasterCard – S as Primary
b. First Niagara – Pinnacle MasterCard – S as Primary
c. First Niagara – Platinum Pinnacle MasterCard – J as Primary

6. Joint Checking Account Statements

7. Verizon Cellular Phone Bills

 
Section C - Evidence of Major Life Choices

1. Will – S
2. Will - J
3. Life/Accident Insurance Original Beneficiary Form (prior to marriage)
4. Employer – Notice of Marriage – Benefits Update Form
5. 2013-2014 – Benefits Coverage Confirmation Statement (Medical/Dental)
6. 2013-2014 – ADP Benefits Coverage Statement
7. 2015 Benefits Coverage Confirmation Statement (Medical/Dental)
8. 2014-2015-2016 – ADP Benefits Coverage Statement
9. Copy of United Health Care Plan Card with both names
10. J Dental Claim
11. S Dental Claim
12. D(employer) Retirement Plan – Beneficiary Assignment (June, 2013)
13. D(employer) 401(k) Plan – Beneficiary Assignment (June, 2013)
14. Vanguard Confirmation of Beneficiary Assignment
15. Vanguard Confirmation of Information Update (Spouse Address)
16. Benjamin F. Edwards – IRA Statement (Beneficiary, page 3)
17. Benjamin F. Edwards – Roth IRA Statement (Beneficiary, page 2)

 
Section D - Evidence of Joint Daily Life

1. AARP Membership
2. Sam’s Club Membership
3. United Health Care Medical Insurance Card with both names
4. Receipt for Haircuts
5. AAA Membership – 2014, 2015, 2016
6. Human Rights Campaign Membership Cards
7. Local Library Cards (S, old-style card; J, new-style card)

Section E - Evidence of Joint Travel/Vacations/Events (Boarding passes, hotel reservations, pictures)

1. October 2013 – Trip to Niagara Falls with J’s Twin Sister, R
2. December 2013-March 2014 – Trip to Australia
3. July 2014 – Trip to Sydney for CR-1 Interview at Consulate
4. July 2014 – J’s immigration to the USA
5. August 2014 - The Heartwood School - Carpentry Class for Women - Registration confirmation, Class picture
6. October 2014 – Chainsaw Safety Course – Game of Logging Chainsaw Training Diplomas
7. October 2014 – Trip to NYC with K Kennedy
8. October 2014 – NYC to Brisbane
9. November 2014 – Trip to Hong Kong
10. December 2014 – Home to USA
11. January 2015 – Parents’ 60th Wedding Anniversary – Birmingham/Mobile, Alabama
12. December 2015 - Trip to Tasmania

Section F - Evidence of Jointly-Addressed Mail
Index of Mail

[NMK94 4]

Great, thanks much to all! I don't know we'll have as much as you Sukie but it will be close I think. I like the idea of breaking down or at least collecting everything by category (was sort of doing this already, but will formalize it a little more).

[nitehero 6]

We used ACCO fasteners, and we broke our packet down into six bundles. Attached is my General Table of Contents. Each bundle had a detailed Table of Contents on top of it. And we had the name and A# at the bottom of each Table of Contents page. I used Post-It notes to put tabs (on the bottom of the pages) to separate sections within each bundle.

Probably overkill - but maybe we'll get brownie points for organization!!!!

Sukie in NY

Section A - Forms

1. I-751 Form, Signed and Dated by Both Spouses

2. Copy of Front and Back of Green Card

3. Account Update Info: ELIS Number

Section B - Evidence of Financial Co-mingling

1. Joint Tax Returns: 2014, 2015

2. Statement of Home Ownership

a. Driver’s Licenses

b. House Insurance

3. Statement about Vehicles

a. Ownership of Automobile - Title

b. Automobile Insurance

4. Joint Ownership of Pet – Microchip Registration, Vet Check, Import Itinerary

5. Joint Credit Card(s) Statements – Copies of Credit Cards

a. HSBC MasterCard – S as Primary

b. First Niagara – Pinnacle MasterCard – S as Primary

c. First Niagara – Platinum Pinnacle MasterCard – J as Primary

6. Joint Checking Account Statements

7. Verizon Cellular Phone Bills

 

Section C - Evidence of Major Life Choices

1. Will – S

2. Will - J

3. Life/Accident Insurance Original Beneficiary Form (prior to marriage)

4. Employer – Notice of Marriage – Benefits Update Form

5. 2013-2014 – Benefits Coverage Confirmation Statement (Medical/Dental)

6. 2013-2014 – ADP Benefits Coverage Statement

7. 2015 Benefits Coverage Confirmation Statement (Medical/Dental)

8. 2014-2015-2016 – ADP Benefits Coverage Statement

9. Copy of United Health Care Plan Card with both names

10. J Dental Claim

11. S Dental Claim

12. D(employer) Retirement Plan – Beneficiary Assignment (June, 2013)

13. D(employer) 401(k) Plan – Beneficiary Assignment (June, 2013)

14. Vanguard Confirmation of Beneficiary Assignment

15. Vanguard Confirmation of Information Update (Spouse Address)

16. Benjamin F. Edwards – IRA Statement (Beneficiary, page 3)

17. Benjamin F. Edwards – Roth IRA Statement (Beneficiary, page 2)

 

Section D - Evidence of Joint Daily Life

1. AARP Membership

2. Sam’s Club Membership

3. United Health Care Medical Insurance Card with both names

4. Receipt for Haircuts

5. AAA Membership – 2014, 2015, 2016

6. Human Rights Campaign Membership Cards

7. Local Library Cards (S, old-style card; J, new-style card)

Section E - Evidence of Joint Travel/Vacations/Events (Boarding passes, hotel reservations, pictures)

1. October 2013 – Trip to Niagara Falls with J’s Twin Sister, R

2. December 2013-March 2014 – Trip to Australia

3. July 2014 – Trip to Sydney for CR-1 Interview at Consulate

4. July 2014 – J’s immigration to the USA

5. August 2014 - The Heartwood School - Carpentry Class for Women - Registration confirmation, Class picture

6. October 2014 – Chainsaw Safety Course – Game of Logging Chainsaw Training Diplomas

7. October 2014 – Trip to NYC with K Kennedy

8. October 2014 – NYC to Brisbane

9. November 2014 – Trip to Hong Kong

10. December 2014 – Home to USA

11. January 2015 – Parents’ 60th Wedding Anniversary – Birmingham/Mobile, Alabama

12. December 2015 - Trip to Tasmania

Section F - Evidence of Jointly-Addressed Mail

Index of Mail

LOL, definitely over kill, but it'll pay off at the end. Good luck

[NMK94 4]

One last thing about the application. When writing the cover letter, from whom do you send it? Should it come from the couple? Or from the petitioner?

Since my wife is the petitioner, when explaining something in the cover letter, would be it be written like this?

"Copy of my Last Will and Testament"

"Copy of my husband's Last Will and Testament"

Or :

"Copy of [petitione name]'s Last Will and Testament"

"Copy of [petitioner spouses name]'s Last Will and Testament"

Or should it be addressed from a 3rd party?

This should be the last question. Thanks!

[Sukie 1,464]

Here is our letter. We wrote in the third person.

I-751 JOINT PETITION TO REMOVE CONDITIONS ON RESIDENCE OF:

CR-1 Visa, J<full name>, A# 0xx-xxx-xxx

To whom it may concern:

Enclosed please find a JOINT I-751 petition for removal of conditions of permanent resident status regarding J<full name>. J<full name> entered the US on a CR-1 visa on July 15, 2014. We are happily living together and jointly request that this petition be accepted for removal of conditions on the residence of J<full name>.

J’s eligibility is based on her marriage (March 16, 2013) with her petitioning spouse, S<full name>, a U.S. citizen.

Contents include the following documents, constituting a petition for the Removal of Conditions on the Residence of J<full name>:

• Check for $590 to the U.S. Department of Homeland Security for both I-751 and Biometric Fee
• Section A: Required Forms
• Section B: Evidence of Financial Co-mingling
• Section C: Evidence of Major Life Choices
• Section D: Evidence of Joint Daily Life
• Section E: Evidence of Joint Travel/Vacations/Events
• Section F: Evidence of Jointly-Addressed Mail

Attached to this cover letter please also find a Table of Contents outlining the documents in the Sections listed above.

Copies of documents submitted are exact photocopies of unaltered documents and we understand that we may be required to submit original documents to an Immigration or Consular officer at a later date. Please advise us if you have any further questions or concerns related to this petition.

Sincerely,

S and J