I-864 financial affidavit expiration date, scan/original, other questions.

[whyisthissohard 0]

I will be direct consular filing in Manila Philippines for my Filipina wife. My question is, I am using a joint sponsor for the I-864 and want to know if they expire. The situation is, before I left for the Philippines, I had my joint sponsor fill out and sign and date the 864, which I took with me to the Philippines so I would have it when they time came. This was about 7 months ago (same tax year and all). Can I still use that to submit at the window or will they want a new more recent copy? I also have a second copy of the form, just in case, which is signed but not dated. I did this with this concern in mind, figuring I could then just carefully fill in the date when the time came. Does it matter which route I go? If I have to get entirely new forms, I read that as of 1/1/17 you can use scanned or printed signed copies and it's not even required to be original anymore?

 

Also, since the joint sponsor is using her income as proof, and will be submitting a tax transcript, do they need W-2 as well, and I have read conflicted info as to only the most recent tax year is required, or the last 3 years. Provided she has the transcripts and they show plenty of income, are pay stubs and bank statements REALLY still required? How about a letter from employer stating employment and salary status?

 

Also, on the IRS website it offers 2 types of transcript to order: "account transcript" and "return transcript". Does anyone know which one they will want to see?

[Haltom Family 40]

On 7/3/2017 at 7:04 AM, Cott789 said:

I will be direct consular filing in Manila Philippines for my Filipina wife. My question is, I am using a joint sponsor for the I-864 and want to know if they expire. The situation is, before I left for the Philippines, I had my joint sponsor fill out and sign and date the 864, which I took with me to the Philippines so I would have it when they time came. This was about 7 months ago (same tax year and all). Can I still use that to submit at the window or will they want a new more recent copy? I also have a second copy of the form, just in case, which is signed but not dated. I did this with this concern in mind, figuring I could then just carefully fill in the date when the time came. Does it matter which route I go? If I have to get entirely new forms, I read that as of 1/1/17 you can use scanned or printed signed copies and it's not even required to be original anymore?

 

Also, since the joint sponsor is using her income as proof, and will be submitting a tax transcript, do they need W-2 as well, and I have read conflicted info as to only the most recent tax year is required, or the last 3 years. Provided she has the transcripts and they show plenty of income, are pay stubs and bank statements REALLY still required? How about a letter from employer stating employment and salary status?

 

Also, on the IRS website it offers 2 types of transcript to order: "account transcript" and "return transcript". Does anyone know which one they will want to see?

I believe yo need to present a latest signed copy of the form.  A completely signed form in which the given expiration date in the upper right corner is not yet expired.   Hope this helps.  God bless to your paper works.