Original joint-sponsor tax transcripts at interview?

[Bouhaliya 0]

Hi everyone,

My grandmother is serving as our joint-sponsor, and we've already collected her scanned tax transcripts/proof of assets and filled out the I-864/I-864A. I'm wondering if we will eventually need the originals of her tax transcripts/proof of assets documents for our interview in Montreal. I love my grandma dearly, but it takes her a while to do things, so it'd be nice to know if this is required of us/her ahead of time so we can give her plenty of time!

Thanks!

[pushbrk 13,643]

Hi everyone,

My grandmother is serving as our joint-sponsor, and we've already collected her scanned tax transcripts/proof of assets and filled out the I-864/I-864A. I'm wondering if we will eventually need the originals of her tax transcripts/proof of assets documents for our interview in Montreal. I love my grandma dearly, but it takes her a while to do things, so it'd be nice to know if this is required of us/her ahead of time so we can give her plenty of time!

Thanks!

You don't need any further financial documentation for the interview unless something is out of date. Only the affidavits of support themselves need to be originals with original signatures. Those go (or went) to NVC before an interview is scheduled.

[Bouhaliya 0]

You don't need any further financial documentation for the interview unless something is out of date. Only the affidavits of support themselves need to be originals with original signatures. Those go (or went) to NVC before an interview is scheduled.

Perfect, thank you!

Although, I just realized something as I was reading through other threads.

My grandmother does not, and will not live with us after we move to the US. My research seems to indicate that the I-864A is only for joint-sponsors who are also household members. Is this correct? In which case, do we only need to fill out the I-864 for her? (The wording on these forms is so durn confusing!)

[pushbrk 13,643]

Perfect, thank you!

Although, I just realized something as I was reading through other threads.

My grandmother does not, and will not live with us after we move to the US. My research seems to indicate that the I-864A is only for joint-sponsors who are also household members. Is this correct? In which case, do we only need to fill out the I-864 for her? (The wording on these forms is so durn confusing!)

Actually the A is only for household members combining income. Yes, Grandmother needs to provide an I-864, not I-864a.

[Bouhaliya 0]

[Redacted, reformulating final question in separate response!]

Edited November 12, 2012 by Bouhaliya

[pushbrk 13,643]

Ah ha! Glad we caught that! Thanks again!

Your grandmother is not combining her income with yours in order to qualify as sponsor, so no I-864a. She's also not a household member.

Be aware that it takes $5 of grandmother's assets to offset $1 of income shortfall. You seem to be interchanging the terms income and assets. It doesn't work that way.

[Bouhaliya 0]

Actually the A is only for household members combining income. Yes, Grandmother needs to provide an I-864, not I-864a.

You're being incredibly helpful, so I'm going to ask one more clarifying question of you if you don't mind. [Or if anyone else sees this and can confirm this for me, that'd be great too!]

Just to make sure everything is clear, grandma is sponsoring myself and my husband (the intending immigrant).

Grandma meets the minimum income requirement to support our household of 2, as well as her own (3 + us, so 5).

I am also providing financial proof of a house (an asset) that my husband and I jointly own in the US, the appraised value of which meets the minimum requirement for our household of 2.

However, I'm having grandma jointly sponsor because it can't hurt, especially since the bulk of her income are in savings and investment accounts and can be accessed more readily than ours.

Even though we're both contributing income/assets as sponsors, because we will not live together, we will only have to fill out the I-864 each (as sponsor and joint-sponsor), and do not need to fill out the I-864A. Is this correct?

Edited November 12, 2012 by Bouhaliya

[pushbrk 13,643]

You're being incredibly helpful, so I'm going to ask one more clarifying question of you if you don't mind. [Or if anyone else sees this and can confirm this for me, that'd be great too!]

Just to make sure everything is clear, grandma is sponsoring myself and my husband (the intending immigrant).

Grandma meets the minimum income requirement to support our household of 2, as well as her own (3 + us, so 5).

I am also providing financial proof of a house (an asset) that my husband and I jointly own in the US, the appraised value of which meets the minimum requirement for our household of 2.

However, I'm having grandma jointly sponsor because it can't hurt, especially since the bulk of her income are in savings and investment accounts and can be accessed more readily than ours.

Even though we're both contributing income/assets as sponsors, because we will not live together, we will only have to fill out the I-864 each (as sponsor and joint-sponsor), and do not need to fill out the I-864A. Is this correct?

Neither you or any other US citizen is being sponsored. You are not being sponsored and you are NOT part of your grandmother's household. If her own household is three, then it's 3 plus your foreign spouse. This begs another question though. Who are the other two members of grandmother's household and how are they related? This is critical to how she prepares the form and to whether one or more of the other family members needs to provide an I-864a.

[Bouhaliya 0]

Neither you or any other US citizen is being sponsored. You are not being sponsored and you are NOT part of your grandmother's household. If her own household is three, then it's 3 plus your foreign spouse. This begs another question though. Who are the other two members of grandmother's household and how are they related? This is critical to how she prepares the form and to whether one or more of the other family members needs to provide an I-864a.

The other two members of her household are my grandfather (over whom she has Power of Attorney), and my uncle's wife whom she sponsored about 5-6 years ago. The situation with my grandfather I guess could complicate things, but I assumed POA would make it so that only she needed to fill out the form.

[pushbrk 13,643]

The other two members of her household are my grandfather (over whom she has Power of Attorney), and my uncle's wife whom she sponsored about 5-6 years ago. The situation with my grandfather I guess could complicate things, but I assumed POA would make it so that only she needed to fill out the form.

Yes, that's correct, but she should provide evidence that's the case.