Financial Documents (2024)

Description

IRS Tax Transcript

NVC strongly recommends the submission of tax transcripts since they typically provide the information necessary for an evaluation of completeness of the Affidavit of Support and result in more efficient processing. Sponsors may submit copies of tax returns but must comply with the file size limits for electronic uploads to CEAC and could be delayed by requests for additional documentation.

If you completed FormI-864,I-864A, orI-864EZsubmit anIRS tax transcriptfrom the most recent tax year, which NVC can process more efficiently than a copy of a tax return. Alternatively, you may submit a complete copy of a filed tax return from the most recent tax year.

If you filed jointly: If you filed taxes under the “married filing jointly” category, you must also submit your Form(s) W-2 or schedules(s) from the most recent tax year.

Extensions: If you filed an extension for the most recent tax year, submit a photocopy of your IRS Form 4868, or write and sign a statement indicating you filed an extension, along with a tax transcript or tax return from the previous year.

If you did not file taxes: If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you were not required to file taxes.

Evidence of income

If you completed Form I-864,I-864A, orI-864EZand the income reported on this form or your tax transcript reflects income below the poverty guidelines for the year the form was submitted,submit evidence of your income.This can include evidence of current employment or self-employment, recent pay statements, a letter from the employer on business letterhead – showing dates of employment, wages paid, and type of work performed – or other financial data.

  • For those who are unemployed or retired, submit a photocopy of ongoing income from other means, such as:
    • retirement benefits;
    • other household members' income; or
    • other significant assets.

Social Security Administration (SSA) Earnings Statement

If the principal applicantcan be credited with 40 eligible quarters under the Social Security Act, submit Form I-864W andthe applicant’s SSA Earnings Statement showing the coverage.

You can obtain an SSA Earnings Statement online at http://ssa.gov/myaccount. You can also call the Social Security Administration at 1-800-772-1213 for more information.

Proof of Assets

If you submitted Form I-864,I-864Aand you used assets to meet the minimum income requirements, submit a photocopy of proof you own your assets. Proof can take any form as long as it establishes location, ownership, and value of each asset listed, including liens and liabilities for each asset listed.

Proof of relationship

If you completed Form I-864A,submit evidence that proves your relationship to the sponsor (the person who filed Form I-864). You can prove your relationship bysubmitting a photocopy of one of the documents below:

  • Birth certificate;
  • Marriage certificate;
  • Adoption certificate;
  • The petitioner or joint sponsor’s most recent Federal Income Tax Returns, if you are listed as a dependent; or
  • A signed, written statement describing the relationship.

Proof of domicile

If you completed Form I-864,I-864A, orI-864EZand your mailing address and/or place of residence is not in the United States, but your country of domicile is the United States,write an explanation and provide documentary evidence indicating how you meet the domicile requirement. Review our FAQs to learn more about domicile.

Proof of U.S. status

If you completed Form I-864as a joint sponsor, submit proof that you are a U.S. citizen, U.S. national, or Lawful Permanent Resident. You can do this by submitting a photocopy of one of the following documents:

  • Birth certificate showing birth in the United States;
  • U.S. Naturalization Certificate;
  • U.S. passport/passport card;
  • Form I-551 “green card;” or
  • Foreign passport containing Form I-94 with I-551stamp (if you entered the United States by land) or an electronic Form I-94 record (if you entered the United States by air or sea). You can request an electronic Form I-94 record from USCIS online.
Financial Documents (2024)

FAQs

How do I prove sufficient funds for a visa? ›

Evidence of income

This can include evidence of current employment or self-employment, recent pay statements, a letter from the employer on business letterhead – showing dates of employment, wages paid, and type of work performed – or other financial data.

What is acceptable proof of funds for US visa? ›

Accepts forms of financial proof:

Bank account statements translated to English. Proof of guaranteed loans. Financial award letters. Other official documents outlining liquid assets.

How much proof of money do I need for an F-1 visa? ›

If your sponsor is someone in the United States, you need:

The bank statement must show a balance in the bank of at least US $24,701. (This is equivalent to tuition and living expenses for two terms of study. You must show this amount even if you plan to study for only one term.)

How much amount should we show for a US visa interview? ›

How much bank balance is required for a US student visa? There is no hard and fast rule to have a minimum bank balance while applying for an F-1 visa in the USA. but it is usually recommended to have at least USD 10,000 in your bank account which must also be reflected in the previous 6-9 months of statements.

What is an example of proof of financial support? ›

Proof of funds usually includes bank statements and/or scholarship letters. Organizations and/or companies providing scholarships or paid study leave for you should provide an award letter outlining the details of the award in U.S. dollar amounts.

How do you prove financial status? ›

If you're applying for a mortgage or rental agreement, you'll likely need to provide proof of income. Some common documents to have on hand: paystubs, tax returns, W-2 and bank statements, among others.

How do US visa officers verify bank statements? ›

Analysis of Transactions: Visa officers carefully analyze the transactions mentioned in the bank statement to check for any irregularities or suspicious activities [3]. They may look for large deposits or withdrawals, frequent international transactions, or any other unusual patterns that may raise concerns.

How to prove a relationship for a visa? ›

You can do this by providing evidence that you:
  1. communicate regularly with each other.
  2. support each other financially.
  3. care for any children you have together.
  4. spend time together as a couple, for example on holiday or at events.

How much bank balance is required for US tourist visa sponsorship? ›

Although financial considerations are one aspect of the B-1/B-2 process, and the consular officer may check to see if you are able to support yourself financially during your time in the U.S., there is no minimum required amount of funds that needs to be met.

Can I show FD as proof of funds for US tourist visa? ›

You should also get financial proof such as bank statements (monthly), FD (fixed deposits) slips, etc. If you are a working adult, then you should get a letter from the employer and your recent 3 months' pay slips. If you are visiting a relative in the US, you should get a copy of your relative's status proof.

What not to say during US visa interview? ›

U.S. Tourist Visa Interview
  • “I Don't Have a Return Ticket” ...
  • “I Have No Family or Job Back Home” ...
  • “I Have Friends/Family Who Live Illegally in the U.S.” ...
  • “I Intend to Work During My Visit” ...
  • “I Don't Know”
Jun 24, 2023

What is the best answer for US visa interview? ›

Tip: If you have been to the US, tell the visa officer the reasons behind your previous trips, such as a vacation, to attend a training program, or for medical reasons. If you have not been to the US before, simply say that you have not yet had an opportunity to travel or study there.

Do you need proof of funds for US visa? ›

Online nonimmigrant visa application (DS-160)

Current, valid passport. Intended travel itinerary for your U.S. trip. Proof of funds to cover the entire cost of travel (bank statements, proof of assets, etc) Proof of strong ties to your home country (employment verification, school enrollment, property ownership, etc)

How much money to show for a sponsoring tourist visa? ›

You really should have money to show your financial strength to be able to support the people you are sponsoring. While there is no specific guideline to how much money you should have in the bank, it should be enough to take care of all their expenses. Something like $5,000/person should be good enough.

Is a bank statement enough for proof of funds? ›

Many mortgage lenders allow you to provide bank statements as proof of funds. In some cases, though, you might need a formal letter. You can request a proof of funds letter in person at your bank or online. Your lender might be able to fill out a request form on your behalf instead.

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