Affidavit of Support Supplemental Documents Template - Preparation Worksheet

All states Immigration Updated August 31, 2026 Free Word and PDF

AFFIDAVIT-OF-SUPPORT FORM AND EVIDENCE CONTROL PACKET

NOT AN AFFIDAVIT OR FORM. DO NOT SIGN, DECLARE, SUBMIT, OR RELY ON THIS PACKET.

1. Case and Submission Route

Field Verified entry
Petitioner / underlying sponsor [________________________________]
Intending immigrant(s) [________________________________]
Relationship / petition category [________________________________]
Receipt / case / visa number [________________________________]
Adjustment, consular, removal, or other route [________________________________]
USCIS, NVC, consular post, court, or other recipient [________________________________]
Filing / interview / response event [________________________________]
Current deadline and source [________________________________]
Responsible immigration counsel [________________________________]

2. Current Official Source and Form Register

Control Official source / edition / checked date
Governing statute and regulation [________________________________]
Current agency policy / field guidance [________________________________]
Current affidavit-of-support form and instructions [________________________________]
Household-member contract form and instructions [________________________________]
Exemption / alternative form and instructions [________________________________]
Filing-route checklist and upload / paper method [________________________________]
Current poverty-guideline source and geographic table [________________________________]
Current document, translation, signature, and copy rules [________________________________]
Current fee, response, interview, and deficiency procedure [________________________________]

☐ Form edition, expiration / edition date, and current acceptance were checked immediately before submission.

3. Role and Applicability Classification

Person Proposed role Facts / status Current authority / instructions Counsel conclusion
Petitioner [________________________________] [________________________________] [________________________________] [________________________________]
Sponsor [________________________________] [________________________________] [________________________________] [________________________________]
Household member [________________________________] [________________________________] [________________________________] [________________________________]
Joint sponsor [________________________________] [________________________________] [________________________________] [________________________________]
Substitute sponsor [________________________________] [________________________________] [________________________________] [________________________________]
Intending immigrant [________________________________] [________________________________] [________________________________] [________________________________]
Other person [________________________________] [________________________________] [________________________________] [________________________________]

Do not assume that a petitioner, relative, household member, joint sponsor, or immigrant qualifies for a role merely from the label.

4. Current-Authority Decision Matrix

Issue Current official source / form instruction Matter-specific conclusion
Whether an affidavit or exemption / alternative is required [________________________________] [________________________________]
Sponsor status, age, domicile, and petition relationship [________________________________] [________________________________]
Household-size composition and double-counting [________________________________] [________________________________]
Active-duty, geographic, or other threshold adjustment [________________________________] [________________________________]
Income definition, continuation, and sufficiency [________________________________] [________________________________]
Tax return / transcript and nonfiling route [________________________________] [________________________________]
Household-member income and contract [________________________________] [________________________________]
Joint / substitute sponsor requirements [________________________________] [________________________________]
Asset eligibility, ownership, location, liquidity, and multiplier [________________________________] [________________________________]
Intending-immigrant income / assets [________________________________] [________________________________]
Sponsor obligations, commencement, duration, termination, and enforcement [________________________________] [________________________________]
Means-tested benefit, reimbursement, and agency issue [________________________________] [________________________________]
Public-charge analysis separate from affidavit sufficiency [________________________________] [________________________________]
Privacy, government identifiers, translations, and certifications [________________________________] [________________________________]

5. Household and Threshold Workpaper

Person Role / relationship Residence Claimed on return? Prior sponsorship / immigrant count Include? Source
[________________________________] [________________________________] [________________________________] [____] [________________________________] [____] [________________________________]
[________________________________] [________________________________] [________________________________] [____] [________________________________] [____] [________________________________]
Calculation control Entry
Household size [________]
Guideline table / year / geography [________________________________]
Applicable percentage or alternative [________________________________]
Required amount $[________]
Calculation reviewer [________________________________]

No threshold or percentage is supplied by this packet.

6. Income and Tax-Evidence Workpaper

Person / source Current annual income claimed Evidence period Tax record Continuation evidence Include?
[________________________________] $[________] [________________________________] [________________________________] [________________________________] [____]
[________________________________] $[________] [________________________________] [________________________________] [________________________________] [____]

Potential records to classify under current instructions:

☐ Tax return / transcript and schedules
☐ Wage / information statements
☐ Pay records and employment verification
☐ Self-employment returns, ledgers, and financial statements
☐ Retirement, benefit, alimony, child-support, rental, investment, or other income
☐ Nonfiling explanation / verification
☐ Foreign income and continuation evidence
☐ Other: [________________________________]

Income shortfall after counsel-approved calculation: $[________]

7. Asset Workpaper

Owner Asset Location Ownership evidence Current value Liability / liquidation cost Net value Include?
[________________________________] [________________________________] [________________________________] [________________________________] $[________] $[________] $[________] [____]
[________________________________] [________________________________] [________________________________] [________________________________] $[________] $[________] $[________] [____]
Asset control Entry
Current multiplier / formula and source [________________________________]
Required net asset value $[________]
Liquidity / conversion / transfer analysis [________________________________]
Essential household asset issue [________________________________]
Counsel-approved asset conclusion [________________________________]

This packet supplies no asset multiplier, valuation method, or eligibility conclusion.

8. Identity, Status, Domicile, and Relationship Evidence

Use secure storage for full government identifiers.

Evidence category Person Current required document / alternative Status / location
Identity [________________________________] [________________________________] [________________________________]
Citizenship / immigration status [________________________________] [________________________________] [________________________________]
Domicile [________________________________] [________________________________] [________________________________]
Household residence [________________________________] [________________________________] [________________________________]
Family / petition relationship [________________________________] [________________________________] [________________________________]
Sponsor / household-member relationship [________________________________] [________________________________] [________________________________]
Name change / civil document [________________________________] [________________________________] [________________________________]

9. Official Form and Package Control

Component Current form / version Required? Data owner Completed / reviewed
Sponsor affidavit [________________________________] [____] [________________________________] [________________________________]
Household-member contract [________________________________] [____] [________________________________] [________________________________]
Joint / substitute sponsor affidavit [________________________________] [____] [________________________________] [________________________________]
Exemption / alternative [________________________________] [____] [________________________________] [________________________________]
Income / tax evidence [________________________________] [____] [________________________________] [________________________________]
Asset evidence [________________________________] [____] [________________________________] [________________________________]
Identity / status / domicile evidence [________________________________] [____] [________________________________] [________________________________]
Translation / certification [________________________________] [____] [________________________________] [________________________________]
Cover letter / exhibit index [________________________________] [____] [________________________________] [________________________________]
Other [________________________________] [____] [________________________________] [________________________________]

10. Cover-Letter and Evidence-Index Instructions

A separate cover letter, if useful or required, should contain only verified case identifiers, form versions, sponsor roles, household calculation, income / asset conclusion, and an accurate exhibit index.

Draft element Approved content
Recipient and address / portal [________________________________]
Case and filing event [________________________________]
Sponsor / immigrant identification [________________________________]
Form and role summary [________________________________]
Household and threshold summary [________________________________]
Income / asset summary [________________________________]
Exhibit index [________________________________]
Response contact [________________________________]

No cover letter is signed or submitted from this packet.

11. Final Submission Gate

☐ Filing route, recipient, deadline, and submission method verified
☐ Current official forms and instructions rechecked
☐ Every sponsor / household / joint / substitute role approved
☐ Household size and threshold independently recalculated
☐ Income, tax, continuation, and asset evidence reconciled
☐ Status, domicile, relationship, and identity evidence complete
☐ Sponsor obligations and consequences reviewed with each signer
☐ Privacy, translation, signature, copy, and retention requirements met
☐ Completed official forms reviewed by the actual signer(s)
☐ Separate submission package approved by immigration counsel
☐ This packet excluded from the submission

Prepared by: [________________________________]
Official sources checked through: [__/__/____]
Approved package / version: [________________________________]

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About this template

Last updated
August 31, 2026
Last reviewed
August 31, 2026
Jurisdiction
All states
Category
Immigration

Immigration paperwork is federal and unforgiving: one wrong box, one missing document, or one late response can mean a denial, a delay, or loss of status. Petitions, responses to Requests for Evidence, and appeal briefs have to be organized, complete, and backed up by the right supporting evidence. Well-prepared filings move faster through the agency, win more often on appeal, and reduce the chance of getting caught in processing backlogs.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on August 31, 2026.

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