Include retirement plan in I-134?

[R. Wolfe 24]

Do we include the value of our retirement plan anywhere in the I-134?

 

Perhaps under "Income and Asset Information" part 3.6: "Market value of my stocks and bonds"?

 

Thanks for the help!

[WaterLeaf 199]

I'm interested to know about this as well. I was guessing it could be added on the last page to add any detail, but I'm not sure.

 

I hope someone who had entered this information on their I-134 could give us some info!

[Megan&Daniel 117]

Yes you do. Under section 3 part 3 question 6 I believe it asks about stocks and bonds. You put your 401k in there and then add the information on the last pages. I also included a copy of my 401K statement to show proof. Hope this helps!

[Megan&Daniel 117]

Sorry that is Part 3 question 6 under Income and Asset Information.   

[debbiedoo 2,339]

i believe its only REQUIRED if you are using assets to help meet the minimum income requirements. if your job and previous taxes are over the amount needed, i dont think its necessary to include.

[geowrian 22,335]

Yes, it can be included in your assets and listed in that section. Be sure to show evidence of them as well.

And yes, if income is satisfactory (not just the minimum!) then no need to list any assets.

[LarryHickman 181]

On 10/2/2018 at 10:21 AM, geowrian said:

Yes, it can be included in your assets and listed in that section. Be sure to show evidence of them as well.

And yes, if income is satisfactory (not just the minimum!) then no need to list any assets.

So If I make over the minimum annually I don’t have to show bank statements, value of personal property, retirement account/s (401K, Pension), stocks/bonds and life Insurance?

 

Also what about Real Estate? If I make over the minimum annually do I need to show my home value? There is a section called ‘Real Estate Information’.

 

thanks

[geowrian 22,335]

2 minutes ago, LarryHickman said:

So If I make over the minimum annually I don’t have to show bank statements, value of personal property, retirement account/s (401K, Pension), stocks/bonds and life Insurance?

 

Also what about Real Estate? If I make over the minimum annually do I need to show my home value? There is a section called ‘Real Estate Information’.

Correct...all assets are optional. Only what you want considered can be listed.

 

But just to be clear, making above the minimum does not ensure approval. The CO looks at a totality of the circumstances. If income is borderline, adding in assets can be helpful. If income is above the minimums and is well more than sufficient for your living situation, including assets would not provide a benefit.

[LarryHickman 181]

9 minutes ago, geowrian said:

Correct...all assets are optional. Only what you want considered can be listed.

 

But just to be clear, making above the minimum does not ensure approval. The CO looks at a totality of the circumstances. If income is borderline, adding in assets can be helpful. If income is above the minimums and is well more than sufficient for your living situation, including assets would not provide a benefit.

Thank you geowrian, I make sufficiently  above the minimum I just don’t want to be at the interview with my fiancé and not have other assets included and wish  I did. 

Edited December 6, 2018 by LarryHickman

[geowrian 22,335]

2 minutes ago, LarryHickman said:

Thank you geowrian, I make sufficiently  above the minimum I just don’t want to be at the interview with my fiancé and not have other assets included and wish  I did. 

No problem. Good luck!

I didn't use assets personally and it wasn't an issue. My income level is sufficiently above the cost of living in my area, and it was never an issue for the visa or AOS.

[LarryHickman 181]

15 minutes ago, geowrian said:

No problem. Good luck!

I didn't use assets personally and it wasn't an issue. My income level is sufficiently above the cost of living in my area, and it was never an issue for the visa or AOS.

I hope all is well for you.

 

One last question if you don’t mind, the instructions state I need to submit in duplicate evidence pertaining to income and resources......silly question but I want to be clear, for my bank statement, employment verification and 2017 tax returns....when it states duplicates should I request two copies of each item?

 

I don’t see the relevance in needing two identical bank statements, two employment verifications and two 2017 tax returns but if they need them and this is what they are requesting no problem, thanks again.

[geowrian 22,335]

8 minutes ago, LarryHickman said:

I hope all is well for you.

 

One last question if you don’t mind, the instructions state I need to submit in duplicate evidence pertaining to income and resources......silly question but I want to be clear, for my bank statement, employment verification and 2017 tax returns....when it states duplicates should I request two copies of each item?

 

I don’t see the relevance in needing two identical bank statements, two employment verifications and two 2017 tax returns but if they need them and this is what they are requesting no problem, thanks again.

As well as we can be. haha You too!

 

I actually had to pull that up to verify the wording is there. I've never seen anybody needing to have 2 of any piece of supporting evidence for the I-134. If a copy is needed, the person who does the pre-interview usually handles that.

But the wording is there. If it bugs you not having what the instructions state, make a photocopy...it can't hurt. I personally wouldn't worry about it, though...as stated, I've never seen anybody have to turn in the same piece more than once at the interview.

[LarryHickman 181]

14 minutes ago, geowrian said:

As well as we can be. haha You too!

 

I actually had to pull that up to verify the wording is there. I've never seen anybody needing to have 2 of any piece of supporting evidence for the I-134. If a copy is needed, the person who does the pre-interview usually handles that.

But the wording is there. If it bugs you not having what the instructions state, make a photocopy...it can't hurt. I personally wouldn't worry about it, though...as stated, I've never seen anybody have to turn in the same piece more than once at the interview.

Great, thanks maybe I just make a copy of each and the copies will suffice for the wording ‘duplicates’  (original and a copy per item). You never know how an officer may interpret this or what side of the bed they woke up on that day, lol

[WaterLeaf 199]

9 hours ago, LarryHickman said:

I don’t see the relevance in needing two identical bank statements, two employment verifications and two 2017 tax returns but if they need them and this is what they are requesting no problem, thanks again.

I also did not see anything related as well but you may want to keep a backup copy in case if the first delivery fails, or use it for future evidence.

[eirinlinn 105]

On 12/6/2018 at 5:01 PM, geowrian said:

No problem. Good luck!

I didn't use assets personally and it wasn't an issue. My income level is sufficiently above the cost of living in my area, and it was never an issue for the visa or AOS.

Did you just leave the spaces on the form empty?(also, do you have a mortgage? If you do, did you leave those spaces blank on there as well?)