Master Document Checklist
All documents needed across I-130, NVC, medical, and interview stages — organized by document type to eliminate duplication.
✓ Required at this stage
* Conditional (scenario-dependent)
— Not required
Civil & Identity Documents
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| Passport (Beneficiary) | ✓ | ✓ | ✓ | ✓ | Original required at all stages. Biographic page for NVC. |
| Birth Certificate (Beneficiary) | ✓ | ✓ | ✓ | ✓ | Certified copy. If UK-issued, provide translation if not in English. |
| Birth Certificate (Petitioner) | ✓ | ✓ | ✓ | ✓ | Certified copy. Establishes petitioner identity. |
| Marriage Certificate | ✓ | ✓ | ✓ | ✓ | Certified copy. Required for all spouse petitions at all stages. |
| Divorce Decrees / Death Certificates | ✓ | ✓ | ✓ | ✓ | For any prior marriage. Required at all stages if either party previously married. |
| Name Change Deed | * | * | * | * | Required at all stages if name changed (marriage, deed poll, etc.) |
| Adoption Documents | * | * | * | * | Required at all stages if applicable (IR2/CR2 children). |
Financial Documents (I-864 Affidavit of Support)
All financial documents are for NVC stage and beyond. Primary sponsor + any joint sponsors must each complete I-864. Additional US domicile and public charge evidence required for medical and interview.
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| I-864 (Affidavit of Support) | — | ✓ | ✓ | ✓ | Wet-signed (not digital). Each sponsor completes separately. |
| I-864A (Joint Sponsor / Household Member) | — | * | * | * | Required for any household member aged 18+ contributing income to support beneficiary. |
| IRS Transcript (All Sponsors) | — | ✓ | ✓ | ✓ | Via IRS.gov with ID.me. Required for last 3 years minimum for all sponsors. |
| Tax Return Complete (All Sponsors) | — | ✓ | ✓ | ✓ | Full return with all schedules if self-employed (C/E/F/SE). Last 3 years. |
| Employment Letter (Current Job) | — | ✓ | ✓ | ✓ | Confirming employment, job title, and income for all sponsors. |
| US W2s and/or 1099s | — | ✓ | ✓ | ✓ | Last 3 years for all sponsors. Establishes US employment history. |
| US Bank Statements | * | ✓ | ✓ | ✓ | Recent statements showing US domicile and financial capacity. 3-6 months recommended. |
| US Lease or Mortgage/Deed | — | ✓ | ✓ | ✓ | Proof of US domicile in sponsor's name or joint names (if married). |
| US Household Utility Bills | — | ✓ | ✓ | ✓ | Recent bills (electricity, gas, water) showing US address. Last 3 months. |
| Business Bank Statements (12 months) | — | * | * | * | If self-employed only. Shows business viability and cash flow. |
| Business Registration / EIN | — | * | * | * | Proof of business establishment if self-employed. |
| Intent to Re-Domicile (If Applicable) | — | * | * | * | For US citizens living abroad: moving contract, job contract, job applications, school/childcare inquiries, rental property contracts. |
| Public Charge Statement & Evidence | — | ✓ | ✓ | ✓ | Written statement (treat as required, even where the embassy calls it voluntary) plus evidence of US housing, US healthcare plan (employer, private, ACA marketplace), how housing and insurance are paid for, and the beneficiary's professional qualifications/evidence of ability to work in US. See the statement template. |
Relationship & Supporting Evidence
Most relationship evidence is submitted with I-130. For spouse cases, this is especially critical.
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| Relationship Timeline | ✓ | — | — | — | Narrative: how you met, key milestones, cohabitation start. |
| Photos (Wedding & Together) | ✓ | — | — | — | Multiple dated photos with locations. Essential for spouse cases. |
| Travel Records | ✓ | — | — | — | Evidence of joint travel. Booking confirmations, hotel receipts. |
| Communication Logs | ✓ | — | — | — | Emails, text messages, call logs over time. |
| Joint Financial Accounts | * | — | — | — | Bank statements with both names. Strong evidence if available; not required if spouses live in different countries. |
| Joint Lease or Mortgage | * | — | — | — | Proof of shared residence with both names. Strong evidence if available; not required if spouses live in different countries. |
| Insurance Policies | ✓ | — | — | — | Life, health, auto insurance naming spouse as beneficiary. |
| Affidavits from Friends/Family | * | — | — | — | Notarized statements. Helpful if evidence sparse. |
Police & Background Documents
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| ACRO Police Certificate (UK) | — | ✓ | ✓ | ✓ | Required if beneficiary aged 16+. Original only (never placeholder). Valid 12 months. |
| Foreign Police Certificate | — | * | * | * | For any country lived 12+ months after age 16 and/or where beneficiary is a citizen. Original required. |
| Military Records | — | * | * | * | If applicable (military service history). |
| Court / Prison Records | — | * | * | * | If applicable (any criminal history or court proceedings). |
Medical & Vaccination Documents
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| Vaccination Records | — | — | ✓ | — | Required for all beneficiaries. Original booklet/records. Bring to medical exam. |
| GP Summary (Medical History) | — | — | ✓ | — | Required for all beneficiaries. Summary of medical history from GP. |
| Additional Medical Information | — | — | * | — | If applicable (documentation for complex chronic conditions). |
| Glasses/Contact Lenses | — | — | * | — | If worn regularly. Required at medical exam. |
| Pink Medical Checklist Slip | — | — | ✓ | ✓ | Received from medical exam. REQUIRED to bring to embassy doc check and interview. Proves medical completed. |
Passport Photos & Biographic Documents
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| US-Style 2x2" Passport Photo | — | — | ✓ | ✓ | 1 per beneficiary. Submitted at embassy document check. Used for sealed interview packet. |
| Passport Biographic Page | — | ✓ | — | — | Photocopy for NVC upload. |
| Photocopies of All Civil Documents | — | — | ✓ | ✓ | Photocopies of birth certificates, marriage certificates, divorce decrees, passports. Bring originals and copies. |
Forms & Applications
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| Form I-130 | ✓ | — | — | — | Petition for Alien Relative. Petitioner signs. Beneficiary does not sign if outside US. |
| I-130A (Beneficiary Supplement) | ✓ | — | — | — | Required for all spouse visas (CR1/IR1). Unsigned if completed outside the US. |
| Form I-864 (Affidavit of Support) | — | ✓ | ✓ | ✓ | Wet-signed for primary sponsor (petitioner). Each sponsor completes separately. |
| I-864A (Joint Sponsor / Household Member) | — | * | * | * | For any household member aged 18+ contributing income to support beneficiary. |
| Form DS-260 (Visa Application) | — | ✓ | — | — | Online to NVC. All fields required. Prepare answers in advance (form times out). |
| DS-260 Confirmation Page | — | ✓ | ✓ | ✓ | Printed from CEAC after submitting DS-260. Bring to medical exam and interview. |
| IV18a Questionnaire | — | — | ✓ | — | Printed from CEAC. Bring to medical exam. |
Interview Packet & Day-of Documents
| Document | I-130 | NVC | Medical | Interview | Notes |
|---|---|---|---|---|---|
| Interview Letter | — | — | ✓ | ✓ | Printed from email. Bring to medical exam and interview. |
| Sealed Interview Packet | — | — | ✓ | ✓ | From embassy document check. Contains passport photo + medical results. DO NOT OPEN before interview. |
| Pink Medical Checklist Slip | — | — | ✓ | ✓ | Received from medical exam and taken to embassy. REQUIRED at interview. Proves medical was completed. |
| Any Requested Documents | — | — | — | * | Any additional documents specifically requested by embassy in interview letter. |
About this checklist: This consolidated master checklist combines requirements from all four stages (I-130, NVC, medical, and interview) organized by document type to eliminate duplication. Requirements vary by visa category and individual circumstances — always refer to the stage-specific checklists and official USCIS/State Department guidance for your specific case.
Stage-Specific Checklists & Resources
This master checklist provides a consolidated view. For stage-specific guidance and detailed forms:
- I-130 Pre-Submission Checklist — case classification, evidence quality, RFE prevention
- NVC Submission Checklist — document categories and form completion
- Medical Exam Checklist — what to bring to VisaMedicals
- Interview Day Checklist — what to bring to your interview
- Main Guide — full step-by-step process walkthrough