I-864 Affidavit of Support — Preparation Worksheet

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Part 1 — Should you use I-864EZ or I-864 standard?

Recommendation: use the standard I-864 regardless of how simple your case appears. Many users experience problems with the EZ form even in straightforward situations.

You may only use the I-864EZ if ALL three of the following apply:

You are the petitioner who filed the I-130

The sponsored immigrant is the only person on the petition

Your income comes entirely from salary or pension, shown on W-2(s) — not self-employed

If any answer is No, you must use the standard I-864.

Part 2 — About you (the sponsor)

Full legal name

Mailing address

Is your physical address the same as your mailing address?

Yes No

Date of birth (MM/DD/YYYY)

Place of birth (Country)

Country of domicile

US status

US Citizen US National Lawful Permanent Resident

Social Security Number

A-Number (if any)

USCIS Online Account Number (if any)

Are you on active duty in the US Armed Forces or Coast Guard?

Yes No

Part 3 — About the immigrant you are sponsoring

Full legal name of immigrant (beneficiary)

Date of birth (MM/DD/YYYY)

Country of birth

Mailing address

A-Number (if any)

Part 4 — Household size

Count each person only once. Household size determines the income threshold you must meet.

Yourself and the person you are sponsoring

Your spouse (if not already counted above)

Yes +1 No

Dependent children under 21

Other dependents listed on your most recent tax return

Immigrants you have previously sponsored still under obligation

Total household size

Check the NVC Poverty Guidelines Calculator to confirm the income threshold for your household size.

Part 5 — Employment and income

Employment status

Employed Retired Self-employed Unemployed

Job title or source of income

Employer name(s)

Annual current income (USD)

Have you filed federal tax returns for the past 3 years?

Yes No

Most recent year income

2nd year income

3rd year income

Documents to attach: IRS tax transcript (most recent year minimum — get from IRS website, not a copy of your return). Adding W-2s, 6 months of pay stubs, and up to 3 years of transcripts is advised even if not explicitly required by NVC.

Part 6 — Assets (only if income is below threshold)

London-specific warning: The US Embassy London has demonstrated reluctance to accept assets-only cases. Cases relying primarily on savings, property equity, or investments have received 221(g) even when technically meeting thresholds. If income is close to or below the requirement — secure a joint sponsor. Do not rely on assets alone.

Cash / savings accounts (USD)

Real estate net value (USD)

Stocks / bonds (USD)

Other assets (USD)

Total assets (USD)

Part 7 — Sponsor's obligations (read before signing)

By signing the I-864, you agree to financially support the immigrant at 125% of the US poverty line (or 100% if on active duty sponsoring a spouse or child). This obligation is legally enforceable and lasts until the immigrant:

Becomes a US citizen, OR
Has worked 40 qualifying Social Security quarters (~10 years), OR
Loses permanent resident status and departs the US, OR
Dies.

Divorce does NOT end the I-864 obligation. The sponsor remains financially responsible regardless of the status of the relationship.

Notes / questions:

Joint Sponsor — if petitioner income is insufficient

Adding a joint sponsor causes a 2–3 day CEAC lockout while the system updates. Plan ahead and do not add a joint sponsor at the last minute.

The joint sponsor must be a US citizen or green card holder and must meet the income threshold independently based on their own household size. They complete a separate I-864 form.

Joint sponsor full name

Relationship to petitioner / beneficiary

Joint sponsor employment / income type

W-2/1099 employee Self-employed Retired

Joint sponsor annual income (USD)

Documents the joint sponsor must provide

Separate I-864 (wet signed)
IRS Tax Transcript (most recent year)
W-2s / 1099s
Proof of US status (passport or green card)
Proof of US domicile
W-2 employees: employment letter + recent pay stubs
Self-employed: 12 months of business bank statements + evidence of business
Retired: evidence of retirement income source (pension statements, SSA award letter)