Checklists for Preparing Affidavit of Support Forms


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Household Member’s Documents Checklist

You need a separate Form I-864A Contract Between Sponsor and Household Member for each household member whose income and assets are to be considered.

  1. Verify that the person submitting the form meets the definition of a household member and NOT the definition of a joint sponsor.
  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 household member completed the household member’s information.
  4. Verify that the sponsor completed the sponsor’s information.
  5. IF the household member filed taxes, the household member 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 household member 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.
  6. IF the household member is submitting assets to meet the minimum income requirement:
    • Attach evidence of assets with a corresponding cash value
    • 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 household member’s employer should show the beginning date of employment, type of work done and income.

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