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Posted

The financial documents section seems to only pertain to the petitioner, so where is the section for the joint-sponsors documents? Should I just check "Enclosed" on "Other Documents" at the bottom and make extra cover sheets that list each item in section 2, for each set of financial documents?

...Or should I just put all the documents as listed in order together no matter if they are from the sponsor or joint-sponsor?

Most of the financial documents in my case are N/A, and the joint-sponsors financial documents are to be enclosed instead.

So I'm assuming I just lump the type of document the cover sheet requests in the same order and mark as ENCLOSED, even if the sponsor documents are N/A?

Posted (edited)
  1. I'm filing an i-864 as the sponsor for my wife who currently lives abroad, however I am unemployed at the moment with ZERO income.
  2. My mother will be my joint sponsor taking into account all of her income and none of my non-existant income.
  3. I live in the same house hold and I am not filed as a dependent.

When you get down to the bottom 3 tables of collecting financial documents for http://travel.state.gov/content/visas/en/immigrate/immigrant-process/documents/Step_4_Collect_Financial_Documents.html

If none of the above apply and you meet the minimum income requirement. Complete Form I-864
If none of the above apply and you are using the income of other household members to meet the minimum income requirement. The sponsor must complete Form I-864 and each household member must complete Form I-864A
  1. You do not meet the minimum income requirement and are using a joint sponsor, and
  2. You are not using the income of other household members to qualify.

The sponsor and the joint sponsor must each complete Form I-864

In my case it seems that since I do not meet the minimum income requirements and I'm using my mothers income (Household member), that I would file an i-864, and she would only file an i-864A, along with all of her financial information, proof of our relationship, etc.

So far I have the following financial documents in my package to be sent:

  • Document Cover Sheet
  • Sponsors Affidavit of Support I-864 (with explanation of unemployment)
  • Mothers (household member) Affidavit of Support I-864A
  • Mothers IRS Tax transcript (Unavailable, so we're just submitting her tax return and W2)
  • Mothers (household member) Tax Return for 2014
  • Mothers (household member) Tax Return extension (since it was filed)
  • Mothers (household member) W2
  • Evidence of income (Not required as my mother is over the poverty line for the case)
  • Sponsors Birth Certificate (proof of relationship)
  • Sponsors Passport (Proof of U.S. status)
  • Mothers (household member) passport (Proof of U.S. status)
  • SSA Earnings Statement (not required in our case)
  • Proof of assets (not required in our case)

Is my assumption correct about the I-864 and I-864A along with my checklist?

Edited by Kaffein
Filed: Citizen (apr) Country: Argentina
Timeline
Posted

hi

you don't need to prove that you are a USC, you already did that when you filed the i130

the more documents that she submits the better, it is not an obligation, but if she can get a letter from her employer and paystubs, the better

you also need to send evidence that you both live at the same address, to prove that she is your household member

Filed: Citizen (pnd) Country: China
Timeline
Posted (edited)

The joint sponsor's documents would need to accompany their own I-864 form.

Signers of an I-864A are not joint sponsors, they are household members of the sponsor combining their own income with that of the sponsor to meet a qualifying threshold.

Household members signing an I-864A would put any required documentation with that form.

**Moderator hat on**

***Two threads pertaining to questions regarding the I-864 merged. Please confine questions you have about the I-864 and/or the I-864A to this thread instead of starting multiple threads on questions that pertain these particular forms.***

Edited by Ryan H

Our journey:

Spoiler

September 2007: Met online via social networking site (MySpace); began exchanging messages.
March 26, 2009: We become a couple!
September 10, 2009: Arrived for first meeting in-person!
June 17, 2010: Arrived for second in-person meeting and start of travel together to other areas of China!
June 21, 2010: Engaged!!!
September 1, 2010: Switched course from K1 to CR-1
December 8, 2010: Wedding date set; it will be on February 18, 2011!
February 9, 2011: Depart for China
February 11, 2011: Registered for marriage in Wuhan, officially married!!!
February 18, 2011: Wedding ceremony in Shiyan!!!
April 22, 2011: Mailed I-130 to Chicago
April 28, 2011: Received NOA1 via text/email, file routed to CSC (priority date April 25th)
April 29, 2011: Updated
May 3, 2011: Received NOA1 hardcopy in mail
July 26, 2011: Received NOA2 via text/email!!!
July 30, 2011: Received NOA2 hardcopy in mail
August 8, 2011: NVC received file
September 1, 2011: NVC case number assigned
September 2, 2011: AOS invoice received, OPTIN email for EP sent
September 7, 2011: Paid AOS bill (payment portal showed PAID on September 9, 2011)
September 8, 2011: OPTIN email accepted, GZO number assigned
September 10, 2011: Emailed AOS package
September 12, 2011: IV bill invoiced
September 13, 2011: Paid IV bill (payment portal showed PAID on September 14, 2011)
September 14, 2011: Emailed IV package
October 3, 2011: Emailed checklist response (checklist generated due to typo on Form DS-230)
October 6, 2011: Case complete at NVC
November 10, 2011: Interview - APPROVED!!!
December 7, 2011: POE - Sea-Tac Airport

September 17, 2013: Mailed I-751 to CSC

September 23, 2013: Received NOA1 in mail (receipt date September 19th)

October 16, 2013: Biometrics Appointment

January 28, 2014: Production of new Green Card ordered

February 3, 2014: New Green Card received; done with USCIS until fall of 2023*

December 18, 2023:  Filed I-90 to renew Green Card

December 21, 2023:  Production of new Green Card ordered - will be seeing USCIS again every 10 years for renewal

July 23, 2025:  Filed N-400 online

 

Posted

The joint sponsor's documents would need to accompany their own I-864 form.

Signers of an I-864A are not joint sponsors, they are household members of the sponsor combining their own income with that of the sponsor to meet a qualifying threshold.

Household members signing an I-864A would put any required documentation with that form.

I'm confused here, because the tables on that page say:

If none of the above apply and you are using the income of other household members to meet the minimum income requirement. The sponsor must complete Form I-864 and each household member must complete Form I-864A

Which I think would be my case, and would make it seem that I just need my mother to fill out an I-864A.

because in the next section it says:

  1. You do not meet the minimum income requirement and are using a joint sponsor, and
  2. You are not using the income of other household members to qualify.

The sponsor and the joint sponsor must each complete Form I-864

Since I'm using the income of my mother which is a household member, doesn't this make sense to just have her fill out an I-864A? (Answering my own question, I guess then she wouldn't be a joint sponsor) [Oddly I found a thread with someone in a similar situation: no income and using her father with an I-864A and the answers were conflicting]

  1. If not the case and she has to fill out an I-864 instead, do I remove her from the household size in my I-864?
  2. ...and do I make a copy of the Document Cover Sheet to have one for each I-864
  3. ...and do I mark N/A for all of the Supporting documents for my mothers I-864, or I send in DUPLICATE supporting documents in the package. (I think not?)
  • 2 months later...
Posted (edited)

The joint sponsor's documents would need to accompany their own I-864 form.

Signers of an I-864A are not joint sponsors, they are household members of the sponsor combining their own income with that of the sponsor to meet a qualifying threshold.

Household members signing an I-864A would put any required documentation with that form.

**Moderator hat on**

***Two threads pertaining to questions regarding the I-864 merged. Please confine questions you have about the I-864 and/or the I-864A to this thread instead of starting multiple threads on questions that pertain these particular forms.***

Emailed the NVC and they ignored my question about the checklist "document cover sheet."

Should I scan and print out another checklist "Document Cover Sheet" and put it in front of each SET of financial documents? One for the Petitioner (me) and one for the Household member.

If I do this, then what do I do with the supporting documents? Add them all for the first SET and then put N/A on the second checklist "Document Cover Sheet" / SET? Or should I include 2 copies of the supporting documents?

Also under section 3 the last item is "Photocopies." Photocopies of what? Everything in the entire packet that I've already added is a photo copy or a printed form, other than the photos.

I assume just mark N/A as I have no clue what this pertains to.

Order so far would look like the following:

  1. Document Cover Sheet
  2. Document Cover Sheet "Checklist" (Petitioner's)
  3. Financial Documents
  4. Supporting Documents
  5. Document Cover Sheet
  6. Document Cover Sheet "Checklist" (Household member's)
  7. Financial Documents

edit: Er. Should I just forget this checklist "Document Cover Sheet" and make my own, one that matches it, but just includes another financial section for the household member?

Edited by Kaffein
Posted

For cases where there is a family member being put into the equation and the main sponsor's financials are completely not applicable, how would one go about the "Document Cover sheet" (Checklist version)?

  • Should I scan the sheet to take the bar-codes and make my own checklist so there are two sections for the financial documents?
  • ...or should I make a scan and blank out sections 3 and 4 completely to put on top of the i864a + financial documents, and physically place it after the supporting documents?
  • ...or should I make a copy and just N/A the supporting documents sense they are already present. (I just don't want the reviewer to be confused when one cover sheet says enclosed and another says N/A)

Either case I guess I should put a copy of the "Document Cover Sheet" (Non-Checklist, IV receipt version) on top of each "Document Cover Sheet" (Checklist version), even though the case is only for one immigrant...

Filed: Citizen (pnd) Country: China
Timeline
Posted

***Post merged with existing thread, please do not hijack threads started by other members with your own questions.***

For cases where there is a family member being put into the equation and the main sponsor's financials are completely not applicable, how would one go about the "Document Cover sheet" (Checklist version)?

  • Should I scan the sheet to take the bar-codes and make my own checklist so there are two sections for the financial documents?
  • ...or should I make a scan and blank out sections 3 and 4 completely to put on top of the i864a + financial documents, and physically place it after the supporting documents?
  • ...or should I make a copy and just N/A the supporting documents sense they are already present. (I just don't want the reviewer to be confused when one cover sheet says enclosed and another says N/A)

Either case I guess I should put a copy of the "Document Cover Sheet" (Non-Checklist, IV receipt version) on top of each "Document Cover Sheet" (Checklist version), even though the case is only for one immigrant...

Our journey:

Spoiler

September 2007: Met online via social networking site (MySpace); began exchanging messages.
March 26, 2009: We become a couple!
September 10, 2009: Arrived for first meeting in-person!
June 17, 2010: Arrived for second in-person meeting and start of travel together to other areas of China!
June 21, 2010: Engaged!!!
September 1, 2010: Switched course from K1 to CR-1
December 8, 2010: Wedding date set; it will be on February 18, 2011!
February 9, 2011: Depart for China
February 11, 2011: Registered for marriage in Wuhan, officially married!!!
February 18, 2011: Wedding ceremony in Shiyan!!!
April 22, 2011: Mailed I-130 to Chicago
April 28, 2011: Received NOA1 via text/email, file routed to CSC (priority date April 25th)
April 29, 2011: Updated
May 3, 2011: Received NOA1 hardcopy in mail
July 26, 2011: Received NOA2 via text/email!!!
July 30, 2011: Received NOA2 hardcopy in mail
August 8, 2011: NVC received file
September 1, 2011: NVC case number assigned
September 2, 2011: AOS invoice received, OPTIN email for EP sent
September 7, 2011: Paid AOS bill (payment portal showed PAID on September 9, 2011)
September 8, 2011: OPTIN email accepted, GZO number assigned
September 10, 2011: Emailed AOS package
September 12, 2011: IV bill invoiced
September 13, 2011: Paid IV bill (payment portal showed PAID on September 14, 2011)
September 14, 2011: Emailed IV package
October 3, 2011: Emailed checklist response (checklist generated due to typo on Form DS-230)
October 6, 2011: Case complete at NVC
November 10, 2011: Interview - APPROVED!!!
December 7, 2011: POE - Sea-Tac Airport

September 17, 2013: Mailed I-751 to CSC

September 23, 2013: Received NOA1 in mail (receipt date September 19th)

October 16, 2013: Biometrics Appointment

January 28, 2014: Production of new Green Card ordered

February 3, 2014: New Green Card received; done with USCIS until fall of 2023*

December 18, 2023:  Filed I-90 to renew Green Card

December 21, 2023:  Production of new Green Card ordered - will be seeing USCIS again every 10 years for renewal

July 23, 2025:  Filed N-400 online

 

Posted

Ryan H, you actually answered the main question I have partially here: http://www.visajourney.com/forums/topic/521967-i-864-cover-sheet-with-sponsors-how-to-check-off/#entry7333073

How to exactly do that is where I'm stuck at, i.e., make a copy of the "checklist cover sheet" and place it in front of the "payment cover sheet", i-864, no financial documents (N/A), and supporting documents.

Then place another "checklist cover sheet" and "payment cover sheet" in front of the i-864a, financial documents, and no duplicate supporting documents.

  • The checklist in front of the i-864 would indicate N/A on the financials, and list all the applicable supporting documents.
  • The checklist in front of the i-864a would list all the applicable financial documents, and N/A on the supporting documents. (Even though they are applicable, just already included in the previous "checklist cover sheet.")
Posted

ANSWERED:

The Document Cover Sheet "Checklist" isn't specifically required, and you can make your own to better suit the specific case. (No bar code on a custom cover letter/checklist required)

Only the BIG TEXT Document Cover Sheet with the bar-code is required.

Of course this may change in the future.

 
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