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Kukolka

I-134, retired joint sponsor

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My father is retired, and is joint sponsoring my fiancé for the K-1 visa. I have two questions about my father's I-134.

1. Math word problem! My father gets income from 3 sources.

His pension + social security = $x.

$x + what he decides to take out from his 401(k) each year = $y.

$x by itself is sufficient to sponsor (Above 125% the federal poverty guideline for a household size of dad's household + fiancé). He can provide statements for social security and pension amounts. However, his tax transcripts show his income as being $y, not $x. He would rather not provide bank statements. So he has statements to back up $x, but the only information to back up $y is the tax transcripts.

For "I derive an annual income of:" does he put $x or $y ?

2. The verbal portion! For question 7. "I am employed as or engaged in the business of"

Type of Business: "Retirement" (sounds better) or "Retired" (less ambiguous; 'Retirement' sounds like he may work in a company's Retirement Services division)?

Name of Concern: "<The company from which he retired>" or "N/A"?


~ Long version of K-1 timeline in profile "About Me" ~

November 2007 - Met on Tortus server of Rappelz

3 October 2009 - Met IRL

13 November 2010 - POE Lewiston NY

28 November 2010 - Married!

23 December 2010 - Filed for AOS/EAD/AP

31 January 2011 - walk-in Biometrics

04 March 2011 - Green Card Production ordered - no interview

05 December 2012 - Mailed I-751

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Filed: Citizen (pnd) Country: Thailand
Timeline

1) The correct answer to question 1 is line 22 or equivalent of the tax form. However, if x$ is sufficient, easy to do0cument by check stubs from SS and pension, then that will work, he can just list x. (I also listed much less than my actual income for a different reason.) He should still include at least one years tax transcript or tax forms.

Important, make sure your father's documentation includes proof he is a US citizen, US National (copy of birth certificates for this) or Legal Permanent Resident (copy of both side of green card for LPR).

2) Retire/Retirement - They know what it means. No difference.

Name of Concern - N/A will suffice.

Good luck


Naturalization N-400

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