NVC Checklist, Financial and Supporting Documentation- Spouse Visa
NVC Checklist, Financial and Supporting Documentation
In this blog post, we provide information relating assembling and mailing the NVC checklist for U.S. Spouse Visa application. Specifically, this information includes cover letter, the checklist (Document Cover Sheet), financials and supporting documentation.
After you complete your On-line Immigrant Visa Application (DS-260), it is time to collect and submit your financial and supporting documentation. See our IR-1/CR-1 Spouse Visa NVC Phase webpage for information on collecting and submitting the financial and supporting documentation.
Remember from our NVC webpage that depending upon your case number, the financial and supporting documents are sent to NVC in one of the following manners:
- Email Processing
- Your Choice of email processing or mail in
- Mail in processing
This post concentrates on the “mail in Processing”.
While all attempts are made to present correct information, it may not be appropriate for your specific circumstances and information may become outdated. See our Disclaimer page for more information.
LoveVisaLife does not provide legal advice and nothing contained herein shall be construed as legal advice. We are only providing tips and an example of typical a NVC cover letter. The full contents of LoveVisaLife.com, such as text, comments, graphics, images, videos and other content contained on this site are for informational and educational purposes only. For this reason, if you need legal advice, you should contact an attorney. Accordingly, the content of this site is not intended to be a substitute for professional legal advice.
Firstly, a cover letter should be the first document in the submittal package.
It is not mandatory to submit a cover letter when you submit your checklist, affidavit of support, financial documents and supporting documents to NVC. However, a cover letter provides a list of which documents are within to support the spouse visa application.
For instance, use the NVC cover letter example we provide below is to create your own unique cover letter specifically for your spouse visa application. Use this NVC cover letter example as a guide. Likewise, do not submit this letter without updating it to specifically fit your own situation.
There is a NVC cover letter example below in both a Microsoft Word and PDF format. If possible, use the Microsoft work format. Therefore, editing in Microsoft Word format to fit your own situation is much easier than PDF.
Click the links below for our NVC cover letter example for your spouse visa affidavit of support, financial documents and supporting documents submittal to NVC. Additionally, edit this document to create your own unique cover letter specifically for your situation.
NVCCoverLetter (Microsoft Word docx format)
NVCCoverLetter (PDF format)
Click here to go to our IR-1 CR-1 Spouse Visa NVC Phase Webpage. Here you find detailed information specifically on items to submit with your NVC cover letter, In addition, the webpage explains the affidavit of support, financial documents and supporting documents.
The next page after your cover letter is the “NVC Checklist” or “Document Cover Sheet”. Remember, you received this with your NVC welcome letter and has a bar code at the top.
For this sheet, mark the checkbox [X} under Enclosed if you are sending the document. Mark the checkbox [X} under Unavailable if you cannot obtain the document. Lastly, mark the checkbox [X} under Not Applicable if you cannot obtain the document.
Explanation of our Case
For our case, we checked the following on the NVC checklist and why:
- Document Cover Sheet: Enclosed. This is typically the case for everyone.
- Original, Signed Affidavit of Support: Enclosed. I submitted I-864 because we also has a CR-2 child. See further below, to determine if you should submit I-864 or if you can submit I-864EZ.
- IRS Tax Transcript: Enclosed. I provided my tax transcripts for the prior 3 tax years. However, you really only need to provide just the previous year. Although prodive the previous three years as a bonus if it helps you prove that you meet the minimum income requirements.
- Federal Income Tax Return: Not Applicable. Because we provided the tax transcripts, we did not have to submit Federal income tax returns.
- Form W2: Enclosed. I provided my W2s for the prior 3 tax years.
- Evidence of Income: Enclosed. For evidence of income, I provided 3 months worth of paystubs and a letter from my employer confirming employment.
- Proof of Relationship: Not Applicable. For here, proof of relationship is only if you have a co-sponsor. It is to show your relationship with your co-sponsor.
- Proof of U.S. Status: Not Applicable. Proof of U.S. status is only for a co-sponsor to prove that they are a U.S. citizen. We did not have a co-sponsor. Therefore, proof of U.S. status was not applicable to us. However, if you have a co-sponsor, then provide proof of U.S. status for the co-sponsor.
- Proof of Assets: Not Applicable. I did not need to prove any assets because I met the minimum income requirement on my own with my work salary. Therefore, proof of assets were not applicable to us.
- Adoption Documents: Not Applicable. My wife’s son was not adopted. Therefore, adoption documents were not applicable to us.
- Birth Certificates: Enclosed. Include the beneficiaries birth certificates.
- Court and Prison Records: Not Applicable. My wife never had any court or prison records. Therefore, court and prison records were not applicable to us.
- Marriage Certificate: Enclosed. Include a photocopy of your marriage certificate. Later, bring the original marriage certificate plus a photocopy to your visa interview at the U.S. Embassy or Consulate.
- Marriage Termination Documents: Not Applicable. If the benificiary was previously married, obtain evidence of the termination of EVERY prior marriage. The evidence must be a photo copy of one of the following documents: FINAL legal divorce decree, death certificate, or annulment papers. Remember, this is for the benificiary, not the petitioner. My wife was never married. Therefore, marriage termination documents were not applicable to us.
- Military Records: Not Applicable. My wife was never it the military. Therefore, military documents were not applicable to us.
- Petitioner Documents: Enclosed. For petitioner documents, include the biographical page of the petitioner’s U.S. passport. Also, include
- Valid, Unexpired Passport: Enclosed. For the beneficiaries, include the biographical page of the foreign passport.
- Police Certificates: Enclosed. For the
- Translations: Not Applicable. We did not provide any translations as the Philippines documents are all in English. Therefore, not applicable to our case. However, if any of your documents are not in English, then provide translations.
Herein, we list the different financial documents to submit to NVC based on your situation.
See our previous blog post “Minimum Income Requirement K-1 Fiance(e) Visa and CR-1 Spousal Visa” to determine if you meet the minimum income as a sponsor. Otherwise, if you do not meet the minimum income, you may need a co-sponsor or show assets to meet the income requirements.
Affidavit of Support
See the Department of State web site on Step 4: Collect Financial Documents and open “Complete and Affidavit of Support Form” to see a table on which affidavit of support form applies to your situation. Then, use the form that specifically applies to your situation. Typically, for IR-1 or CR-1 spouse Visas, it is either form I-864EZ or I-864. Use form I-864W if you meet any of the special situations listed in the table.
For an IR-1 or CR-1 Spouse Visa, submit either I-864EZ or I-864 according to your situation.
Use form I-864EZ if the all of the following is true about your situation:
- You filed a Form I-130 petition for your relative;
- There is only one applicant on the Form I-130 petition; and
- The income you are using to qualify is based entirely on your salary or pension and is shown on one or more Forms W-2 provided by your employer(s) or former employer(s).
In other words, use I-864EZ if you are only petitioning one person and you meet the minimum income requirements on your own. On the other hand, you cannot use form I-864EZ if you are also petitioning and children of your spouse. In addition you cannot use I-864EZ if you are using a co-sponsor or assets to meet the minimum income requirements.
Use form I-864 if you do not qualify for Form I-864EZ or I864W. Also, you must use form I-864 if you are petitioning a child or children of your spouse. In addition, you must use I-864 if you are using assets or a cosponsor to meet the minimum income requirements.
For more information specifically on completing form I-864, see USCIS’ “Tips for Filing Form I-864, Affidavit of Support Under Section 213A of the INA”
If you use a joint sponsor, the joint sponsor must also complete a form I-864.
If you use the income of all other household members, then all household members must complete form I-864A, Contract Between Sponsor and Household Member. For more information specifically on completing form I-864A, see USCIS’ “Tips for Filing Form I-864A, Contract Between Sponsor and Household Member“.
In order to prove your income, submit your most recent tax transcript as shown on the NVC checklist. The IRS tax transcript for the most recent tax year is mandatory. For this purpose, get your tax transcript at this link Tax Transcript. If you want, you can also include your tax transcripts for the previous two years. For example, using the transcript saves you from copying and submitting all of your tax forms.
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.
If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you did not file taxes.
Federal Tax Forms
If you are unable to obtain an IRS tax transcript, submit a photocopy of your IRS Federal Income Tax Returns and Form(s) W-2 or schedule(s) from the most recent tax year.
If you are self-employed, NVC also wants copies of your Schedule C (profit or loss from the business), Schedule E (Supplemental income and Loss for S-Corp etc.), Schedule K1 (partnerships).
Form W2s or Form 1099s
Also, for proof of income, include copies of your last three years of W2s or 1099s.
Letter of Employment
If you are employed by a company, include an employment letter from your company. For this purpose, make sure that the letter is on you company letterhead and signed by an authorized person. Also, make sure that the letter contains your name, date of hire, job description, full-time or part-time status, and salary.
If you receive pay stubs, submit copies of your last three months worth of pay stubs.
Documents if Un-Employed or Retired
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.
Documents if Self-Employed
For those who are self-employed, obtain a photocopy of one of the following:
- Your business license.
- A signed letter on business letterhead that was written within in the last three months.
- A contract between you as an independent contractor and a company.
Documents if Using Assets
- lists your name as the owner; and
- Includes the value of the asset expressed in currency.
The value of your assets, the assets of any household member who has signed Form I-864A, or the assets of the
intending immigrant(s) are allowed to be used.
You may use assets to supplement income if the consular or immigration officer is convinced that the monetary value of
the asset could reasonably be made available to support the sponsored immigrant and converted to cash within one year
without undue harm to the sponsor or his or her family members. You may not include an automobile unless you show
that you own at least one working automobile that you have not included.
In order to qualify based on the value of your assets, the total value of your assets must equal at least five times the difference between your total household income and the current Federal Poverty Guidelines for your household size. See our previous blog post “Minimum Income Requirement- K-1 Fiance(e) Visa and CR-1 Spousal Visa” to determine the federal poverty number for your state and household size.
Documents if Joint Sponsor Needed
Like we said before, the joint sponsor also completes a form I-864. The joint sponsor must meet the minimum income requirement on his/her own. In addition, the joint sponsor submits the proof of income like above.
Firstly, review each item below and obtain any that apply to the beneficiary and/or immigrating children on the NVC checklist. Secondly, gather the documents that apply to you using the information below.
Your civil documents must be issued by an appropriate authority in your country. In addition, some embassies require certain document. Therefore, learn about the requirements for your country from your embassy website.
Then, send a photocopy of all required civil documents to NVC. In addition, list all of the documents that you submit on your NVC cover letter.
Also, bring the original documents (or certified copies) plus a photocopy to your visa interview at the U.S. Embassy or Consulate.
Gather and send copies of any of these supporting documents that apply to your situation:
If the immigrating child of the Beneficiary was adopted, submit all records Child’s of the adoption.
Obtain and submit a copy of the birth certificate for the Beneficiary and any child immigrating.
Court and Prison Records
If the Beneficiary and/or any child immigrating were convicted of a crime, obtain and submit a certified copy of each court and prison record, regardless of the fact that they may have been granted amnesty, a pardon, or other act of clemency.
Submit a copy of your marriage certificate.
Marriage Termination Documentation
If the Beneficiary was previously married, obtain and submit a copy of the divorce, annulment or death certificate. (Note only for the Beneficiary.)
If the Beneficiary served in the military of any country, then obtain and submit a photocopy of his/her military record.
For petitioner documents, specifically include the following as a requirement of the NVC checklist:
- Include a photocopy of the biographic data page of the petitioner’s valid passport. Specifically, the biographic data page is the page of the passport with your photograph, name, date, and place of birth.
- If the Petitioner was previously married, obtain and submit a copy of the divorce, annulment or death certificate.
Valid, Unexpired Passport
The Beneficiary and each child immigrating submits a photocopy of the biographic data page of their valid passport as a requirement of the NVC checklist. Specifically, the biographic data page is the page of the passport with your photograph, name, date, and place of birth.
Submit for beneficiaries (spouse and Children) over 16 years of age police certifications as a requirement of the NVC checklist. Furthermore, submit from any country that to have resided in for more than 6 months at a time.
NVC Checklist for IR-2 or CR-2 children
Children of the beneficiary need a separate NVC checklist. In addition, the need separate financial and supporting documentation. However, send them together in one package. Specifically separate them by rubber bands.
All NVC checklist documents not written in English, or in the official language of the country in which you are applying for a visa, must be accompanied by certified translations. The translation must include a statement signed by the translator stating that:
- The translation is accurate, and
- The translator is competent to translate.
Document Assistance when Using a Private Consultant
Conversely, if you use a visa consultant, the visa consultant most likely assist you with your NVC checklist items. For Example, RapidVisa reviewed our NVC checklist submission documents before we submitted them.
If this process seems too difficult for you, we recommend that you use a visa/immigration consultant. For this purpose, we recommend using Rapid Visa.
If you are able to do the NVC checklist items on your own and our site has been a great help to you, please consider donating to our site using the donate feature in the upper left. To this end, this helps us provide valuable content to you and others.