justsumeet

@Crazy Cat Thanks for splitting. Upon checking the various VJ forums this case would probably fit in "Bringing Family Members of US Citizens to America". Alternatively this thread can be deleted, and I can start a new there as preferred.

Makes sense. The intent is to get clarification. Summarizing this case is an I864 by a single sponsor (the child) for elderly parents using Consular Processing. The sponsor's passive income + assets will be shown. There is no employment income. The sponsor's current spouse's income and assets will not be used i.e. no I864A or joint sponsor. The sponsor's assets alone are well over 5 times the 125% of HHS poverty guidelines for the household size. Tax returns and some assets are in joint accounts with the spouse. What concerns should one be prepared for?

Note some of my questions may be useful to others including the original poster

I'm not the original poster who started the thread. However I did have some related questions hence posted here. Mine is a slightly different situation - happy to clarify as needed. Perhaps I should have started a new thread.

It is a current spouse whose income and assets will not be used for sponsorship. Spouse is included in the 864 household size (part 5 item3) though income is not called out in 864 part 6 (8-11) and spouse will not file 864A. The form instructions are unclear how to show joint assets by the sponsor in such a case. I'd read on forums elsewhere it did not matter if assets are joint or individual. Nevertheless I understand the point about showing the assets & income that belong exclusively to the sponsor to avoid concerns. Thank you.

@pushbrk Thank you for clarifying - very helpful. I wonder if you could advise on the following related question: What concerns should a sponsor be prepared for while showing a combination of assets and passive income from interest + capital gains, with no employment income for the past 2 years? Note - 1. The assets shown are liquid in bank account & stock holdings in the US. 2. The assets alone (without factoring the passive income) are well over 5 times (~9x) 125% of HHS poverty guidelines for the household size. 3. A portion of the assets are in joint bank accounts with spouse who is not a sponsor. 4. Past 3 year tax returns are joint tax returns with spouse who is not a sponsor though the tax returns list steady interest + capital gain income. 5. Prior to the past 2 years the sponsor has 20+ years of continuous healthy employment income resulting in savings for assets + passive income.

@pushbrk @Crazy Cat Wouldn't interest from current assets also qualify as income? It would probably depend on the assets amount. If it is significant then the interest could be meaningful to list as current annual income. From https://www.uscis.gov/sites/default/files/document/forms/i-864instr.pdf Item Number 7. Current Individual Annual Income. You may include evidence supporting your claim about your expected income for the current year if you believe that submitting this evidence will help you establish ability to maintain sufficient income. You are not required to submit this evidence, however, unless specifically instructed to do so by a U.S. Government official. For example, you may include a recent letter from your employer, showing your employer’s address and telephone number, and indicating your annual salary. You may also provide pay stubs showing your income for the previous six months. If your claimed income includes alimony, child support, dividend or interest income, or income from any other source, you may also include evidence of that income. However, you may not include any means-tested public benefits as income for the purposes of meeting the income requirement.