I-134 "extra" documents

[jc1 0]

I'm filling out the I-134 and the instructions say tax returns are only needed if you are self-employed. However, from all the reading I've done on here I get the impression people are sending in their tax returns even if they are not needed. Is this correct? If so, what other "extra" documents are people including, and is it really necessary? Thanks for your thoughts!

[Zedayn 485]

The I-134 instructions give a guideline for what evidence you can bring, none of it is exactly required, but some of it may help your case. The evidence you are required to bring to the embassy is listed in the embassy instructions.

USEM requires the most recent tax return and W2. This is listed in the embassy instructions, and they DO ask for it.

You can include letters of employment and recent pay stubs to prove current income. Its not on the list of required documents, but if it will help your case you can bring it.

[ChEd 18]

I'm doing the same thing right now and here is why you absolutely need the form 1040 and w-2 (ITR)...check out item "K".

http://photos.state.gov/libraries/manila/325288/packets/K1%20and%20K2%20Interview%20Preparation%20Instructions%20-%20English%20_10%20October%202013_.pdf

[jc1 0]

The I-134 instructions give a guideline for what evidence you can bring, none of it is exactly required, but some of it may help your case. The evidence you are required to bring to the embassy is listed in the embassy instructions.

USEM requires the most recent tax return and W2. This is listed in the embassy instructions, and they DO ask for it.

You can include letters of employment and recent pay stubs to prove current income. Its not on the list of required documents, but if it will help your case you can bring it.

Thanks for your reply. Interesting - I didn't think to check the embassy for additional requirements. All I found was the info below (from here). Is that what you are referring to, or is there more info someplace else I'm not seeing?

Form I-134 Affidavit of Support: The I-134 Affidavit of Support is required for returning residents (SB-1), fiancé(e)s or spouses of U.S. citizens (K1, K3), children of K1 and K3 applicants, and applicants with special immigrant status. A copy of the sponsor's most recent Federal Income Tax Return (Form 1040) should accompany the I-134. Faxed copies of the ITR are acceptable.

[jc1 0]

I'm doing the same thing right now and here is why you absolutely need the form 1040 and w-2 (ITR)...check out item "K".

http://photos.state.gov/libraries/manila/325288/packets/K1%20and%20K2%20Interview%20Preparation%20Instructions%20-%20English%20_10%20October%202013_.pdf

Thanks ChEd. Great link! I had that saved, but hadn't combed through it yet. Perfect.

[CF41051 3]

You might not "need" extra documents but I would rather have them just in case they are asked for by the embassy. Ultimately it's up to you but the extra documents will not take long to gather so I would highly recommend sending them. I would send the following:

-3 years tax returns, W-2, and IRS Transcripts

-Copy of about 3 recent pay stubs

-Notarized Letter from employer

-Notarized Letter from bank

I would much rather my fiance has more documents than are needed instead of not having one that is requested. Again, up to you though.

[ChEd 18]

Thanks ChEd. Great link! I had that saved, but hadn't combed through it yet. Perfect.

Your welcome jc1....we are only days apart our beneficiaries might even interview around the same date ....where in PI is your fiancé from if you don't mind me asking?

[jc1 0]

Your welcome jc1....we are only days apart our beneficiaries might even interview around the same date ....where in PI is your fiancé from if you don't mind me asking?

She's in Mindanao. Koronadal City to be exact. Yeah, we probably would interview around the same time except my fiancee is waiting on her passport, which (in that part of the Philippines) can take a few months.

[Hank_ 9,174]

I'm filling out the I-134 and the instructions say tax returns are only needed if you are self-employed. However, from all the reading I've done on here I get the impression people are sending in their tax returns even if they are not needed. Is this correct? If so, what other "extra" documents are people including, and is it really necessary? Thanks for your thoughts!

I would not go by the instructions for the I-134, this form is designed with other purposes in mind. The requirements are stated in the embassy instructions letter for the most recent tax return and W-2.

For details on the K-1 process for USEM follow the flashing arrow below.

[Hank_ 9,174]

You might not "need" extra documents but I would rather have them just in case they are asked for by the embassy. Ultimately it's up to you but the extra documents will not take long to gather so I would highly recommend sending them. I would send the following:

-3 years tax returns, W-2, and IRS Transcripts

-Copy of about 3 recent pay stubs

-Notarized Letter from employer

-Notarized Letter from bank

I would much rather my fiance has more documents than are needed instead of not having one that is requested. Again, up to you though.

For the Philippines only the most recent tax return and W-2 is required (not 3 years), the tax transcripts are basically the same as the tax return.

Employment letter doesn't need to be notarizes, same with bank statements.

[jc1 0]

For the Philippines only the most recent tax return and W-2 is required (not 3 years), the tax transcripts are basically the same as the tax return.

Employment letter doesn't need to be notarizes, same with bank statements.

Thanks for clarifying. I went to the IRS website and got my 1040 and W-2 for the last 3 years. I was wondering about notarizing the employment letter and bank statement.

[CF41051 3]

For the Philippines only the most recent tax return and W-2 is required (not 3 years), the tax transcripts are basically the same as the tax return.

Employment letter doesn't need to be notarizes, same with bank statements.

Never said any of this was needed. Just throwing it out there that it might be a good idea, just in case.

[Hank_ 9,174]

Never said any of this was needed. Just throwing it out there that it might be a good idea, just in case.

But you do HIGHLY recommend

".... so I would highly recommend sending them."

Maybe for India over-kill and paranoia are SOP but no real reason in the Philippines to DO-DO when DO will DO.

Edited November 3, 2014 by Hank_

[ChEd 18]

Maybe for India over-kill and paranoia are SOP but no real reason in the Philippines to DO-DO when DO will DO.

thats a good one Hank....i will borrow that do-do of yours one day and use on on here...

[Hank_ 9,174]

I as at some seminar many years ago and that nugget was tossed out there, made me grin so .......

Another one that I bumped into was " around to it", people are always saying they will get something or another done when they get around to it.

So for those waiting to get around to it... here ya go!!