Checklist of my documents

[Rhea10 2]

I would appreciate everyone who would read this long post but I want to be extra sure before sending my file. I have a checklist of the evidences I am going to enclose with my ROC, can you please tell me if I'm good to go or still need some things to add or remove? Here's the list:

 

1. Benefits Statements from me and my husband's employer showing each other as beneficiaries (Life Insurance, Vision, Dental, Basic AD&D and Critical Illness)- no joint Health Insurance since it's cheaper if we're paying separately which makes no sense but ok

 

2. Joint Phone Service account

3. Joint internet bills

4. Joint tax transcripts(W2 included)

4. Joint lease agreement

6. Travel and Vacation Itineraries

7. Joint checking account

8. Joint credit card summary

9. Pay stubs showing the same address

10. Photos w/ friends and family & Wedding Pics

11. Sworn affidavit from friends & family (not notarized but I included copies of their driver's license)

12. Cards from friends/family ( we only have 2 cards since most greetings are through facebook/messenger/email)-is this ok?

 

Thank you so much for taking the time to read and thank you in advance for your answers!

 

 

[tu2008 97]

Looks good.  I would rearrange the order. Most important first.

 

Copy of front and back of green card first.

 

Next most important are the lease agreement  with both names on it showing cohabitation and joint bank accounts showing co-mingling of finances, followed by tax transcripts.

 

If you have copies of advance healthcare directives, that is vital too. Beneficiary designations for life insurance and retirement accounts are good too.

 

Rest of the evidence is more or less filler but it is always good to send it. 

Edited August 8, 2019 by tu2008

[Rhea10 2]

33 minutes ago, tu2008 said:

Looks good.  I would rearrange the order. Most important first.

 

Copy of front and back of green card first.

 

Next most important are the lease agreement  with both names on it showing cohabitation and joint bank accounts showing co-mingling of finances, followed by tax transcripts.

 

If you have copies of advance healthcare directives, that is vital too. Beneficiary designations for life insurance and retirement accounts are good too.

 

Rest of the evidence is more or less filler but it is always good to send it. 

This is very helpful. Thank you so much.

[agripa 100]

19 hours ago, Rhea10 said:

4. Joint tax transcripts(W2 included)

I'm assuming you would've filed state taxes? I would include copies of your state tax returns.

 

19 hours ago, Rhea10 said:

2. Joint Phone Service account

With things like utility statements, bank account statements, and credit card statements, I would recommend providing statements for like once every 2-3 months for the entire duration of your time in the US. There are no hard guidelines form USCIS, but I prefer to provide more evidence when possible. Having statements spanning your entire stay in the US, to me, shows ongoing co-mingling of finances.

 

Other things to consider adding:

• Do you use a common automobile? If so consider adding the following items (you may not have all of these things):
  • Copy of driver's licenses showing same address.
  • Copy of insurance bills showing both of your names.
  • Automobile insurance ID cards with both of your names.
  • Joint title to car.
  • Joint membership to roadside assistance.
• Interested in setting up the following legal documents (can be done through a website like LegalZoom)?
  • Power of attorney agreements.
  • Health care directives.
  • Will.

These are just suggestions. You're evidence looks solid!

[aANDg 22]

20 hours ago, Rhea10 said:

I would appreciate everyone who would read this long post but I want to be extra sure before sending my file. I have a checklist of the evidences I am going to enclose with my ROC, can you please tell me if I'm good to go or still need some things to add or remove? Here's the list:

 

1. Benefits Statements from me and my husband's employer showing each other as beneficiaries (Life Insurance, Vision, Dental, Basic AD&D and Critical Illness)- no joint Health Insurance since it's cheaper if we're paying separately which makes no sense but ok

 

2. Joint Phone Service account

3. Joint internet bills

4. Joint tax transcripts(W2 included)

4. Joint lease agreement

6. Travel and Vacation Itineraries

7. Joint checking account

8. Joint credit card summary

9. Pay stubs showing the same address

10. Photos w/ friends and family & Wedding Pics

11. Sworn affidavit from friends & family (not notarized but I included copies of their driver's license)

12. Cards from friends/family ( we only have 2 cards since most greetings are through facebook/messenger/email)-is this ok?

 

Thank you so much for taking the time to read and thank you in advance for your answers!

 

 

This looks great! Good luck on your application.

[Rhea10 2]

4 hours ago, agripa said:

I'm assuming you would've filed state taxes? I would include copies of your state tax returns.

 

With things like utility statements, bank account statements, and credit card statements, I would recommend providing statements for like once every 2-3 months for the entire duration of your time in the US. There are no hard guidelines form USCIS, but I prefer to provide more evidence when possible. Having statements spanning your entire stay in the US, to me, shows ongoing co-mingling of finances.

 

Other things to consider adding:

• Do you use a common automobile? If so consider adding the following items (you may not have all of these things):
  • Copy of driver's licenses showing same address.
  • Copy of insurance bills showing both of your names.
  • Automobile insurance ID cards with both of your names.
  • Joint title to car.
  • Joint membership to roadside assistance.
• Interested in setting up the following legal documents (can be done through a website like LegalZoom)?
  • Power of attorney agreements.
  • Health care directives.
  • Will.

These are just suggestions. You're evidence looks solid!

This is very helpful. With the state tax returns, is it the Form 1040? Didn't know I would need to add that when I already have our tax transcripts but I'll do. For the additional suggestions you have given, we don't have any of those joint, my DL shows our old address and his shows the new one, the rest we don't have at all. For the legal documents, I will look that up and I'm interested in doing one. Me and my husband are on our 20's and we were once told that a will is not really a thing for us now, but I would love to check that out for more evidences specially the Healthcare Directives, never heard of that. Also, I love the idea of providing at least 1 statement quarterly four our bank statements and utilities to show the entirety. Thank you very much. This would help us a lot.

Edited August 9, 2019 by Rhea10

[agripa 100]

11 hours ago, Rhea10 said:

With the state tax returns, is it the Form 1040?

No. 1040 is the IRS federal tax return form. You will likely file a separate set of taxes in whatever you state you live in. For example, in California, to pay state taxes we file Form 540. I'm assuming there's some equivalent in whatever state you reside. For federal taxes, its' sufficient to just provide tax transcripts as you're already doing.

 

11 hours ago, Rhea10 said:

Me and my husband are on our 20's and we were once told that a will is not really a thing for us now, but I would love to check that out for more evidences specially the Healthcare Directives, never heard of that. 

I think having these legal documents in place at any age isn't necessarily a bad idea. A healthcare directive is just used to indicate that your spouse can make medical decisions on your behalf and a power of attorney agreement allows your spouse to sign agreements and make any financial decisions on your behalf. I think these are are useful things to have even if I didn't need evidence for USCIS.