Checklists for Preparing Affidavit of Support Forms


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Joint Sponsor’s Documents (if required) Checklist

  1. Verify that the person submitting the form meets the definition of a joint sponsor and NOT the definition of a household member.
  2. Ensure that:
    • All pages are in the correct order and stapled together
    • Each page is filled-out completely
    • The form is signed
  3. Verify that the petitioner has submitted an I-864 or I-864EZ.
  4. Verify that all family members (a spouse and/or children) listed on the same petition as the sponsored immigrant that are either traveling with the sponsored immigrant (or will be traveling within six months of the immigrant’s entry into the U.S.) have been listed on the I-864 IF the joint sponsor is sponsoring them, and they are either traveling with the immigrant, or within six months of the immigrant’s entry to the U.S.
  5. Verify that the joint sponsor has submitted proof of U.S. Citizenship or Permanent Resident status.
  6. IF the joint sponsor filed taxes, the joint sponsor MUST submit a copy of the most recent federal income tax return with all supporting schedules and/or W-2s or an Internal Revenue Service (IRS) transcript (even if the sponsor filed electronically). To request IRS-generated transcripts or copies of a tax return, visit the IRS website.
    • The return must have all pages in the correct order and stapled together
    • If you did not have to file a tax return, attach a written explanation and a copy of the instructions from the IRS publication that shows you were not obligated to file. For general information on income tax obligations, visit the IRS website.
  7. IF the sponsor is submitting assets to meet the minimum income requirement:
    • Attach evidence of assets with a cash value that equals at least five times the difference between the sponsor’s total household income and the poverty guideline for the sponsor’s household size
    • Attach evidence of ownership, location and the value of each asset
    • Attach evidence of liens, mortgages and liabilities (if any) for each asset
    • Attach additional evidence, when annual income does not meet minimum income requirements. Evidence of current employment or self-employment includes a recent pay statement or a statement from your employer on business stationery. The letter from the joint sponsor’s employer should show the beginning date of employment, type of work done and income.

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