US Citizen/petitioner/retired/financial

[jken 2]

Hello Everyone ~

I am waiting for packet 3, I believe it is from Montreal. My Fiance is Re-tired U.S. Citizen. My question lays in the financial section

He will need 3 years of Income tax as well as banking info., and list of any assests...anything else? I was looking at the sample forms and it doesn't mention retired anywhere as I recall, only about employment; Better to include a supplement perhaps?

I want to try and have everything ready so I can respond asap - as you all know I am sure!

Thanks again

Jen

[trailmix 77]

Hi Jen,

The instructions for the I-134 are pretty vague, so most people use the rules for the I-864, which is the affidavit of support - which he will be filling out when you adjust status, after you are married.

Basically you only need last year's tax return, but can't hurt to bring 3.

If using retirement income (which needs to be $18,212.00 per annum): Copy of tax return and proof of income, statements or slips.

If using assets: A list of assets, with proof of same should suffice, as long as it meets 3 times the poverty guidelies at 125% for your household size, so if it's only the two of you that's $ 54,636.00

Proof would be bank statements if using cash (you should have the last 12 months), if using a house, an appraisal and copy of mortgage.

It doesn't have to be either/or, you can use a combination of income and assets if you want to, for more info on that check out page 8 of the I-864.

Edited June 22, 2010 by trailmix

[jken 2]

Hi Jen,

The instructions for the I-134 are pretty vague, so most people use the rules for the I-864, which is the affidavit of support - which he will be filling out when you adjust status, after you are married.

Basically you only need last year's tax return, but can't hurt to bring 3.

If using retirement income (which needs to be $18,212.00 per annum): Copy of tax return and proof of income, statements or slips.

If using assets: A list of assets, with proof of same should suffice, as long as it meets 3 times the poverty guidelies at 125% for your household size, so if it's only the two of you that's $ 54,636.00

Proof would be bank statements if using cash (you should have the last 12 months), if using a house, an appraisal and copy of mortgage.

It doesn't have to be either/or, you can use a combination of income and assets if you want to, for more info on that check out page 8 of the I-864.

Thanks very much for all your help -don't know what i would do w/o everyones in-put here! My nerves are shot, just like everyone else aiming to do it right the first time!