HELP with ROC

[TheAkazs 22]

Hello everybody!

 

I've been reading ROC first thread/guide. My husband's 90 window begins on April 25, 2020. I've been collecting most of documents needed, except things I need help finding out with.

 

• Is anyone having a hard time getting in IRS site to get the tax transcripts? For me, the site said it is having occasional problems on that one. Also they closed the mailing tax transcripts until further notice. ARgh. 

 

• Credit cards. I'm an authorized owner of the card (Capital One)  and I added my husband to the card. I am kinda lost on how to get the information showing users on statement. He doesn't use the card unless it's an emergency. Any tips on how to get that statement showing our both names?

 

• bank statements - from what I read, I have to go to the bank to get the form that my husband was added to my account. Personal addendum form.  I have the statements but not have both of our names on it...

 

• As for the car insurance, do I call insurance to get the statements with both of us on it? He was added to the car insurance after getting his driver license. 

 

• We just purchased a new house two months ago. We had been living with my sister since he moved to USA almost 2 years ago and everything is in my sister's address. So how do we explain the new address? We haven't' changed the address yet. 

 

Thank you in advance

[Timona 3,963]

1. Do not know about this.  Haven't checked. 

2. Just print out statements. His name should be listed somewhere within that statement. That should be sufficient.  I used that for AOS and currently for ROC without any problem.

3. You can do that if your current policy doesn't show his name. 

4. You don't need to explain the change of address. Use your new address for ROC. Infact, if both your licences show this current address,  you could use it as proof for his ROC..

 

Bill's? Mortgage? You can add these too. Don't stress with what you currently don't have.

[Sukie 1,440]

If you are the principal owner of a credit card and your husband is a secondary signer, enclose the statements AND photocopy the fronts of BOTH of your cards, as each of your names should appear on the cards.

 

I was able to find a page on my online bank profile that listed both names on the account.  I did a "print screen" of this page and included it with my bank statements. 

 

Your yearly policy statement from the auto insurance should list authorized "claimants".  Send a copy of the policy statements.  I put a tab at the bottom of the page to indicate which page the claimants were on.

 

Get an sworn affidavit from your sister stating that the two of you lived at her home from xx/xx/xx to xx/xx/xx.

 

Don't know what to do about those tax transcripts.  Mine would not come online, so I had to get mine in the mail.  You can always submit a complete copy of your tax return (plus W-2s, 1099s, etc.) instead. 

 

Best of luck to you!

 

Sukie in NY

[TheAkazs 22]

8 hours ago, Sukie said:

Get an sworn affidavit from your sister stating that the two of you lived at her home from xx/xx/xx to xx/xx/xx.

do it have to be notarized also?

[Sukie 1,440]

18 hours ago, TheAkazs said:

do it have to be notarized also?

https://www.avvo.com/legal-answers/do-affidavits-proving-the-bona-fides-of-marriage---1798779.html

[TheAkazs 22]

2 hours ago, Sukie said:

https://www.avvo.com/legal-answers/do-affidavits-proving-the-bona-fides-of-marriage---1798779.html

Thank you!

[Sukie 1,440]

8 minutes ago, TheAkazs said:

Thank you!

Best of luck to you!

 

Sukie in NY