Proof of marriage docs

[wendy198 1]

Hi! My husband passed the interview (yay!) but now we have to submit a list of docs showing proof of our marriage. I have some questions about them: 

 

Tax returns - It says federal and state and W2s. Are the 2-page 1090 forms enough or do they also want Schedules? We e-filed so our copies don't have a signature. Does that matter? Should I get certified copies from the local IRS center? 

"Mortgage Agreement for each year since 2013" - Hmm, not sure what they mean. Do they want mortgage statements for each year of our mortgage? 

Bills with our names and addresses since 2013 - Please don't tell me they want a copy of every month of utilities for the last 3 years! Or should I provide one bill from January of each year? 

Bank accounts - same question, will one month of each year suffice? 

"Other" - I guess this would be docs showing we are beneficiaries of each other for pension/IRA/etc, we are on the same health insurance, car insurance. What else??

 

Thanks for any guidance!

 

[dandk 72]

1 hour ago, wendy198 said:

Hi! My husband passed the interview (yay!) but now we have to submit a list of docs showing proof of our marriage. I have some questions about them: 

 

Tax returns - It says federal and state and W2s. Are the 2-page 1090 forms enough or do they also want Schedules? We e-filed so our copies don't have a signature. Does that matter? Should I get certified copies from the local IRS center? 

"Mortgage Agreement for each year since 2013" - Hmm, not sure what they mean. Do they want mortgage statements for each year of our mortgage? 

Bills with our names and addresses since 2013 - Please don't tell me they want a copy of every month of utilities for the last 3 years! Or should I provide one bill from January of each year? 

Bank accounts - same question, will one month of each year suffice? 

"Other" - I guess this would be docs showing we are beneficiaries of each other for pension/IRA/etc, we are on the same health insurance, car insurance. What else??

 

Thanks for any guidance!

 

We only showed tax transcript instead the entire copies of 1040's. For mortgage, bills and bank accounts, we also only showed IO the most current statements.

[wendy198 1]

I'm posting again in case anyone else might want to weigh in. Dandk, I didn't quite understand your reply. Did you mean to say you submitted bills and bank accounts for last 10 statements? I guess most recent makes the most sense. For bills, it's a real pain because all our bills are on auto-pay. Yes, I can try to get into the online system, download the files and print, but if it is not necessary, I don't want to do it. I have all my electric bills for the last three years, and those are in both our names. Isn't that enough? Do I really need water, cable and whatever else? I have our credit card end of year statement that shows all the utilities were paid. I wish I understood the logic so I could be better guided. I mean, we own our home so I don't know how paying bills adds to that... Any insights??

[Udella&Wiz 325]

On 2/23/2017 at 9:03 PM, wendy198 said:

Hi! My husband passed the interview (yay!) but now we have to submit a list of docs showing proof of our marriage. I have some questions about them: 

 

Tax returns - It says federal and state and W2s. Are the 2-page 1090 forms enough or do they also want Schedules? We e-filed so our copies don't have a signature. Does that matter? Should I get certified copies from the local IRS center? 

"Mortgage Agreement for each year since 2013" - Hmm, not sure what they mean. Do they want mortgage statements for each year of our mortgage? 

Bills with our names and addresses since 2013 - Please don't tell me they want a copy of every month of utilities for the last 3 years! Or should I provide one bill from January of each year? 

Bank accounts - same question, will one month of each year suffice? 

"Other" - I guess this would be docs showing we are beneficiaries of each other for pension/IRA/etc, we are on the same health insurance, car insurance. What else??

 

Thanks for any guidance!

 

They do not want every month since you were married, that's unnecessary although some people insist on going overboard - I brought the most recent copies of bills and had meticulously saved 1 or 2 from each of the previous 3 yrs.....we had both been on the bills, bank statements etc so showing 1or 2 from yr 1, 1or2 from yr 2 and the most recent showed the pattern. You don't need to bring all this for 10 bills. Bring sample for a couple utilities if applicable. Use the IRS online site to get your IRS tax transcripts , bring what you filed for 2016 since its not available online yet.

 

Bank statements - again - you don't require every month - 1 or 2 from each yr (every 6 months) and the current month's

You can do screen prints showing each other listed as beneficiaries of plans.

 

Mortgage showing both your names, a sample of monthly statements with your names, Samples of your county tax bills addressed to you both work.

 

I'm trying to recall - I may have also provided copies of my husband's and my driver's licenses showing the same address and  my own credit card bill going to our home address.

 

Good luck and don't send a mountain!

Edited March 3, 2017 by Udella&Wiz

[dandk 72]

7 hours ago, wendy198 said:

I'm posting again in case anyone else might want to weigh in. Dandk, I didn't quite understand your reply. Did you mean to say you submitted bills and bank accounts for last 10 statements? I guess most recent makes the most sense. For bills, it's a real pain because all our bills are on auto-pay. Yes, I can try to get into the online system, download the files and print, but if it is not necessary, I don't want to do it. I have all my electric bills for the last three years, and those are in both our names. Isn't that enough? Do I really need wter, cable and whatever else? I have our credit card end of year statement that shows all the utilities were paid. I wish I understood the logic so I could be better guided. I mean, we own our home so I don't know how paying bills adds to that... Any insights??

Our interview on Feb.27th, we only showed IO January statements only. That's all.

 

[wendy198 1]

What is "IO" ? (Looks like 10)

[zmcblow 0]

On February 23, 2017 at 9:03 PM, wendy198 said:

Hi! My husband passed the interview (yay!) but now we have to submit a list of docs showing proof of our marriage. I have some questions about them: 

 

Tax returns - It says federal and state and W2s. Are the 2-page 1090 forms enough or do they also want Schedules? We e-filed so our copies don't have a signature. Does that matter? Should I get certified copies from the local IRS center? 

"Mortgage Agreement for each year since 2013" - Hmm, not sure what they mean. Do they want mortgage statements for each year of our mortgage? 

Bills with our names and addresses since 2013 - Please don't tell me they want a copy of every month of utilities for the last 3 years! Or should I provide one bill from January of each year? 

Bank accounts - same question, will one month of each year suffice? 

"Other" - I guess this would be docs showing we are beneficiaries of each other for pension/IRA/etc, we are on the same health insurance, car insurance. What else??

 

Thanks for any guidance!

 

Were these not submitted initially with the application? 

[dandk 72]

1 hour ago, wendy198 said:

What is "IO" ? (Looks like 10)

IO = Immigration Officer.

 

In your naturalization interview, your IO will have all the files that you've ever submitted since K-1, AOS, and ROC. Your IO just wants to see you're still married to the same spouse who sponsored you based on the naturalization for spouses of US Citizens (3 years rule).

[wendy198 1]

12 hours ago, zmcblow said:

Were these not submitted initially with the application? 

They didn't ask for the marriage evidence with the application but we brought it to the interview. They still requested a bunch of items on a form and wrote in that they wanted proof for 2013, 2014, 2015, 2016. I guess it's because our marriage was a bit unusual so we must be flagged for investigation or something like that. Thanks for the feedback. 

[wendy198 1]

10 hours ago, dandk said:

IO = Immigration Officer.

 

In your naturalization interview, your IO will have all the files that you've ever submitted since K-1, AOS, and ROC. Your IO just wants to see you're still married to the same spouse who sponsored you based on the naturalization for spouses of US Citizens (3 years rule).

Yes, it sounded like they did have those in the interview room, but they still asked for more. I don't want to take chances so I'll give them what they asked for (within reason -- providing just a few items from months from previous years).  Thanks