Can anyone share their experience using assets for the I-864?

[F3MTL 9]

Hi everyone, our interview’s coming in in a few weeks and we’re preparing our documents. Our petitioner is retired and has no income (SSI only), so we are relying on the income of the household member and also using their assets. For context, it’s a household size of 5. Has anyone else had experience using assets, and how did they go about documenting location, ownership, and the date of acquisition (as stated in the I-864 instructions)? We have a lot of different assets we’re using:

 

Secondary property owned by the household member that’s rented out

CDs

Savings accounts

And savings accounts of the intending immigrants in Canada

 

I basically made a separate blank word document describing all these assets:

 

Example below

Asset type: CD

Location: Bank Name

Ownership: Renewal Statement

Date of Acquisition: MM/DD/YYYY

 

I’ve also gathered previous annual renewal statements for the CDs, 12 month statements for the savings accounts, and got a professional appraisal done on the home last year. I also made an Excel spreadsheet that tracks every asset and it’s value, so it’s easier for the CO to calculate. Is it a good idea to include this spreadsheet as a printed document for the interview? Thank you.

Edited May 25, 2022 by F3MTL