I am looking to adjust status to permanent resident having entered the United States on a K-1 visa in August followed by an October marriage.
I have been reading through the instructions for form I-864 and also threads in this forum. My wife has a very low income due to being on SSDI. One of her family has kindly agreed to be a joint sponsor. There are no other people in the household of this relative.
We are a household of three - two adults and one child - so need a sponsor with an income of about $30,000.
The total/gross income lines on their 2023 federal tax return are more than twice what we need. I will ask the family member to provide an IRS transcript of their 2023 tax return. (I think I read here that they prefer transcripts to the 1040 form. The instructions say 1099s and W2s are not required if a transcript is provided.) I won't ask the family member for 2022 and 2021 transcripts so will put NA in lines 16b and 16c.
The person concerned is retired with both social security and non-social security retirement pension income. So I will ask them to get copies of letters from the SSA and other pension providers to evidence 2025 income. Then I will multiply the income in those letters by twelve to get the individual annual income figure needed for part six, sections seven and twelve.
Is it worth including a January 2025 bank statement to evidence income referred to in the letters? (The I-864 instructions don't ask for that.)
The assets section will be left blank as I think the sponsors income is sufficient. If an RFE comes back we could potentially include the value of a house and bank accounts with a new I-864 form.
How does the above sound? Has anyone else used a retired joint sponsor recently? Did you receive any RFEs?