Table of Contents

[iceman81]

Hi Guys. What do you guys think of my table of contents? Do you think I will still need to provide affidavits from friends and family? Thanks in advance for your input

PD 2/22
Interview date 9/10

Exhibit 1 ? Proof of Petitioner?s US Citizenship

? US Passport
? Birth Certificate
? Driver?s License

Exhibit 2 ? Proof of Petitioner?s Income

? Employment
? Pay Stub
? 2017 W2
? Form 1040

Exhibit 3 ? Proof of Spouse Identity (Beneficiary)

? Birth Certificate
? Employment Authorization Document
? State ID
? Instruction Permit
? I-94
? US Visa
? Copy of Passport

Exhibit 4 ? Proof of Family Relationship between Petitioner and Beneficiary

? Marriage Certificate

Exhibit 5 ? Proof of Cohabitation

? Lease
? Life Insurance Beneficiary
? Joint Checking and Savings Account
? Credit Card (CapitalOne and Bestbuy)
? Electricity Bill (ComEd)
? Cable and Internet (Comcast)
? Costco Membership
? Renter?s Insurance Policy
? Auto Policy ?

Exhibit 6 ? Evidence of receiving mail at the same address

? Receipts
? Mail

Exhibit 7 ? Travel
?
Plane ticket
? Hotel reservation

Exhibit 8 ? Photos and Cards

Exhibit 9 ? Text Messages between Petitioner and Beneficiary

[ember]

Hi Guys. What do you guys think of my table of contents? Do you think I will still need to provide affidavits from friends and family? Thanks in advance for your input

I am only just starting this TOC process for the interview, so take this with a grain of salt, but I'm separating "Shared Residence" and "Commingling of Finances/Assets", so I'm putting our lease in the former and our joint account statements in the latter.

Right now, my (very) rough draft goes something like:

I. Civil Documents
a. USC Docs
i. Birth certificate
ii. Passport
iii. Etc., etc.
b. Spouse Docs
i. Birth certificate w/translation
ii. Passport
iii. Etc., etc.
II. Proof of Legal Marriage
a. Marriage license
b. Marriage certificate
c. Marriage docs from husband's country
III. Personal Finances / Financial Support
a. My income stuff
b. His income stuff
IV. Proof of Commingling of Finances/Assets
a. Joint tax return
b. Joint bank account
c. Joint Amazon membership
d. Etc., etc.
V. Proof of Shared Residence
a. Lease
b. Utilities
c. Driver's license showing same address
VI. Bona Fide Marital Relationship
a. Legal Stuff
i. POA / Healthcare Directive
ii. Health insurance / life insurance beneficiary status
iii. Etc., etc.
b. Photos
i. Trip A
ii. Trip B
iii. Us & friends & family, events, etc.
iv. Etc., etc.
c. Communication
i. Texts
ii. ********
iii. Etc., etc.
d. Other
i. Cards to both of us
ii. Etc., etc.
e. Affidavits by friends & family
VII. Sealed Medical Exam

[iceman81]

I am only just starting this TOC process for the interview, so take this with a grain of salt, but I'm separating "Shared Residence" and "Commingling of Finances/Assets", so I'm putting our lease in the former and our joint account statements in the latter.

Right now, my (very) rough draft goes something like:

I. Civil Documents
a. USC Docs
i. Birth certificate
ii. Passport
iii. Etc., etc.
b. Spouse Docs
i. Birth certificate w/translation
ii. Passport
iii. Etc., etc.
II. Proof of Legal Marriage
a. Marriage license
b. Marriage certificate
c. Marriage docs from husband's country
III. Personal Finances / Financial Support
a. My income stuff
b. His income stuff
IV. Proof of Commingling of Finances/Assets
a. Joint tax return
b. Joint bank account
c. Joint Amazon membership
d. Etc., etc.
V. Proof of Shared Residence
a. Lease
b. Utilities
c. Driver's license showing same address
VI. Bona Fide Marital Relationship
a. Legal Stuff
i. POA / Healthcare Directive
ii. Health insurance / life insurance beneficiary status
iii. Etc., etc.
b. Photos
i. Trip A
ii. Trip B
iii. Us & friends & family, events, etc.
iv. Etc., etc.
c. Communication
i. Texts
ii. ********
iii. Etc., etc.
d. Other
i. Cards to both of us
ii. Etc., etc.
e. Affidavits by friends & family
VII. Sealed Medical Exam

Hi ember. Thanks. May I ask how and where did you get the healthcare directive? And do you think it will be too late for me to get it because my interview date is on Sept 10?

[ember]

Hi ember. Thanks. May I ask how and where did you get the healthcare directive? And do you think it will be too late for me to get it because my interview date is on Sept 10?

Sure, it was pretty easy. I don't remember exactly which one I went with, but I looked at both powerofattorney.com (clicked on my state, MO, and then scrolled down to the Medical POA form) and mobar.org > Public > Legal Guides & Forms > Durable Power of Attorney for Healthcare > Read More > The Missouri Bar Durable Power of Attorney for Health Care and Health Care Directive

I think if you google your state + "Power of Attorney for Health Care" you should find some! Your state's Bar should also have these forms online

It's never too late! They probably won't ask about the date but if they do you just say "it's something we've been meaning to do, we just only now got around to it but we both feel it's very important to have"

[iceman81]

Sure, it was pretty easy. I don't remember exactly which one I went with, but I looked at both powerofattorney.com (clicked on my state, MO, and then scrolled down to the Medical POA form) and mobar.org > Public > Legal Guides & Forms > Durable Power of Attorney for Healthcare > Read More > The Missouri Bar Durable Power of Attorney for Health Care and Health Care Directive

I think if you google your state + "Power of Attorney for Health Care" you should find some! Your state's Bar should also have these forms online

It's never too late! They probably won't ask about the date but if they do you just say "it's something we've been meaning to do, we just only now got around to it but we both feel it's very important to have"

Did you have it notarized?

Thanks

[ember]

Did you have it notarized?

Thanks

Yes, we had both POA Financial and POA Medical notarized. One at a bank, one at a law firm that shares my husband's office building. We also had two witnesses.

[cali2018]

I explained in emerald's thread that I think it is better to have high level "sections".

cohabit/cominngle/mail-same addy/other-proof... as for the documents identity/etc that can be totally other section since you do not need the joint evidence and the requirements mixed.

Also where is your 2017 taxes filing?

[iceman81]

I explained in emerald's thread that I think it is better to have high level "sections".

cohabit/cominngle/mail-same addy/other-proof... as for the documents identity/etc that can be totally other section since you do not need the joint evidence and the requirements mixed.

Also where is your 2017 taxes filing?

hi there. isn't it the 2017 taxes filing the same as form 1040? We didnt file jointly because we got married in January.

thanks

[cali2018]

hi there. isn't it the 2017 taxes filing the same as form 1040? We didnt file jointly because we got married in January.

thanks

Ahh okay that makes sense. Get the tax transcript now since USCIS prefers those.

[iceman81]

Ahh okay that makes sense. Get the tax transcript now since USCIS prefers those.

Ok. Our lawyer said that we don't need affidavits from friends/family because we have enough evidence that proves of bonafide marriage. However, I kind of want to have it ready just in case. Do you think it will best to get affidavits? Thanks Cali2018

Does anyone have a sample affidavit that i can follow? Thanks

[ember]

Does anyone have a sample affidavit that i can follow? Thanks

I don't have a sample on hand (can probably find one on this forum), but they should include the following:

Date
Name of person writing statement
Address of that person
Status (i.e. citizen, lpr - and I'm sure it goes without saying, but please don't use a statement by someone without status, that could cause trouble for them)

Dear USCIS Officer, (or Sir/Madam)
Nice intro like "I am so-and-so, writing in support of immigrant name's application to adjust status based on xxx" or something.
Description of how the person knows you & how long
Description of the relationship (i.e. are you close, family, friends)
Description of the relationship to spouse, if there is one (i.e. does the person know both of you independently?)
Description of how they perceive your relationship with your spouse (i.e. very happy, they support each other financially, emotionally, etc.), including examples in particular (i.e. he supported her dream of becoming a firefighter by taking primary responsibility of the children, she supported his dream of starting a business by being the primary breadwinner for a few years, etc.)
Nice ending statement like "I can attest to their true and faithful love to one another" or something.

Signed & notarized (does not ~have~ to be notarized, but carries more weight than a signature alone)

Nicer than that ^^^ but you get the idea

EDIT: Also something attesting to the truthfulness is good, but not ~required~, like "I swear under penalty of perjury that the foregoing is true to the best of my knowledge and belief" or similar.

[cali2018]

Lawyers do not like lots of paperwork, as well its easier for them to assess it that way for themselves.
You can add the affidavits at the end, but they do not hold much value so do not waste a ton of time on them. Truly if your friends/family too busy and cannot get it notarized do not worry about it.

Ember gave you a great template...mine is basically the same.

[cali2018]

23 days to go...I am officially ready for SHOWTIME. Here is my ToC. The only thing we may add at this point is advanced health directives if we have time...

________________________________________________________
Table of Contents
? Section 1: Proof of Petitioners US citizenship and Beneficiary ID

? Copy of Petitioner?s both sides of passport card
? Copy of all pages of Petitioner passport
? Copy of Petitioner?s birth certificate
? Copy of Beneficiary?s passport
? Copy of Beneficiary?s birth certificate

? Section 2: Proof of family relationship between petitioner and spouse

? Copy of Marriage certificate, County courthouse ? No witnesses
? Copy of Marriage (Religous) certificate, County
i. Witnesses: Petitioner Dad, Petitioner Mom and Beneficiary?s second cousin

? Section 3: Proof of commingling of finances

? Exhibit A ? Joint Taxes
i. Joint 2017 Taxes filed for Federal
ii. Joint 2017 Taxes filed for State_Living
? Exhibit B ? Bank Accounts
i. Chase Joint bank Account
1. January 2018 to July 2018 statements
2. Highlight transfers between Bank of America to Chase account
ii. Bank of America account is owned by Beneficiary (Savings)
iii. Highlight checks signed by Petitioner
1. 11 examples here
? Exhibit C- Financial Cards
i. Chase sapphire credit card
1. Copy of Beneficiary?s card
2. Copy of Petitioner?s card
3. January 2018 to July 2018 statements
ii. Chase debit card
1. Copy of Beneficiary?s card
2. Copy of Petitioner?s card
? Exhibit D ? Joint insurance
i. Geico Car Insurance in both names for Vehicle
ii. Insurance1 ? Beneficiary led
1. New spouse added ( Dec/2017)
2. Insurance online showing Spouse name
3. Claims in Petitioners name (Spouse in this case)
a. Dental claim
b. Vision claim
iii. Insurance2 ? Petitioner Led
1. Petitioner card
2. Beneficiary card
iv. Assurant Renters Insurance
? Exhibit E ? Residence2 Residence Work
i. Bay Alarm security agreement
1. Customer Orientation for Residence2 Residence
2. Security service bill for Residence2 Residence
ii. Contractor Proposals and communication
1. Bathroom Remodel at Residence2 residence
2. **** *** Remodel at Residence2 residence
3. Baseboards in bedrooms remodel at Residence2 Residence
4. Fence estimates and work at Residence2 Residence

? Section 4: Proof of cohabitation

? Residence1 January 2018 to June 2018
i. Lease Agreement
ii. Email communication for credit check for lease
iii. Email communication for lease application
iv. Email communication for deposit
v. Lease Approval email
vi. Chase check copy for initial payment
vii. Monthly rent statements
viii. Yes Utilities monthly statement
ix. Utility company letter of residency
x. Lease renewal offer
xi. Documentation to end lease
xii. Deposit check and end lease statement
? Residence2 Rd residence June 2018 - Present
i. Letter for Residence2 residence from petitioner?s mother - saving a little rent $$$

? Section 5: Proof of Mail at same address

? Residence1 Residence
i. Beneficiary
1. Chase debit card mail
2. State_Living Tax Board
3. Chase sapphire reserve card mail
4. utility bill
5. USPS Change of Address
6. Foreign Country Taxes
7. Paystubs
8. Spectrum internet refund
9. Chase Sapphire PP select passes
ii. Petitioner
1. Chase debit card mail
2. State_Living Tax Board
3. Citi Card Advantage offer
4. Address change for TDAmeritrade
? 10866 Residence2 Residence
i. Beneficiary
1. USPS Informed delivery welcome note
2. USPS Change of Address confirm letter
3. USPS informed delivery verify
4. Senator1 letter
5. Senator2 letter
6. Paystub
7. USCIS expedite update
8. SSA mail
9. IRS online account info
10. USCIS expedite update
11. USCIS expedite update
ii. Petitioner
1. Insurance2 healthcare card note
2. Informed delivery welcome letter
3. Charles Schwab letter
4. State_Living Tax Board

? Section 6: Proof of relationship from 2016-2018

o Picture gallery
o Emails
 Hangouts chat
 Gmail from engagement night pictures
 Spa10 gift
 Jamba Juice card
 Flowers to Office
 Wedding band discussion
o Wedding invitations
 CloseFriends1
 CloseFriends2
 CloseFriends3
o Gifts
 Earrings
 Spa gift
 Spa gift
o Trips
 Cabo trip
? Ticket for Beneficiary
? Ticket for Petitioner
? Hotel in Cabo
 Hawaii trip
? Ticket for Beneficiary
? Ticket for Petitioner
? Hotel in Oahu
? Hotel in Oahu
 Florida trip
? Ticket for Beneficiary
? Ticket for Petitioner
? Resort
 City Feb 2018 trip
? Paid for by Chase credit card listed above
? Ticket for Beneficiary
? Ticket for Petitioner
? Hotel
 City May 2018 trip
? Paid for by Chase credit card listed above
? Ticket for Beneficiary
? Ticket for Petitioner
? AirBnB communication
? Air BnB communication

? Section 7: Letters of Affidavit

o Buddy1
o Buddy2

[Godobo]

Ok. Our lawyer said that we don't need affidavits from friends/family because we have enough evidence that proves of bonafide marriage. However, I kind of want to have it ready just in case. Do you think it will best to get affidavits? Thanks Cali2018

Does anyone have a sample affidavit that i can follow? Thanks

It will be nice to have one, there is nothing more than enough, overwhelm the IO with documents. I got a sample online and tailored it to my story. it was just one and from my sister with pictures to back it up.
All the best

[iceman81]

Thank you guys for your inputs. I appreciate it. I have 10 days until our interview. I also got my medical in a sealed envelope today. I have 2 more question guys. How many statement of accounts of joint savings/checking account and credit card should i bring? The second one is, is it okay to have 1 format of affidavit from your family/friends for 2 persons? Thanks again