Income or Asset Requirements for I-864 Affidavit of Support

An I-864 affidavit of support must be completed by petitioners for a family-based green card, and certain employment-based green cards. If the petitioner/original I-864 sponsor’s income and/or assets do not meet the minimum requirements, a joint sponsor may be required and thus this joint sponsor will also need to submit an I-864 form. In order to meet the financial sponsorship requirements for a green card application, a sponsor (or joint sponsor) will need to establish that he or she has sufficient income and/or assets.
Income and Asset Requirements for I-864

At DYgreeencard, we can help you determine whether your income and/or assets meet the sponsorship requirements for a green card application. When you are ready, we can help you prepare a complete green card application package including I-864, or an I-864 package alone. Learn more, or get started today!

1. I-864 Affidavit of Support income requirements

The green card applicant’s sponsor (or joint sponsor) must earn at least 125% of the HHS poverty guidelines for that year. However, for sponsors (or joint sponsors) who are on active duty and are petitioning for their spouse and/or children, the income requirement is 100% of the poverty guidelines. Additionally, the income requirements are the same throughout the 48 contiguous states. But there are different amounts for Alaska and Hawaii. Specifically, you may find the 2020 HHS poverty guidelines below.

If a sponsor (or joint sponsor) resides in the 48 Contiguous States, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, and the Commonwealth of the Northern Mariana Islands:

Sponsor’s Household Size

100% of HHS Poverty Guidelines*

125% of HHS Poverty Guidelines*

 

For sponsors on active duty in the U.S. armed forces who are petitioning for their spouse or child

For all other sponsors

2

$17,240

$21,550

3

$21,720

$27,150

4

$26,200

$32,750

5

$30,680

$38,350

6

$35,160

$43,950

7

$39,640

$49,550

8

$44,120

$55,150

 

Add $4,480 for each additional person

Add $5,600 for each additional person

If a sponsor (or joint sponsor) resides in Alaska:

Sponsor’s Household Size

100% of HHS Poverty Guidelines*

125% of HHS Poverty Guidelines*

 

For sponsors on active duty in the U.S. armed forces who are petitioning for their spouse or child

For all other sponsors

2

$21,550

$26,937

3

$27,150

$33,937

4

$32,750

$40,937

5

$38,350

$47,937

6

$43,950

$54,937

7

$49,550

$61,937

8

$55,150

$68,937

 

Add $5,600 for each additional person

Add $7,000 for each additional person

If a sponsor (or joint sponsor) resides in Hawaii:

Sponsor’s Household Size

100% of HHS Poverty Guidelines*

125% of HHS Poverty Guidelines*

 

For sponsors on active duty in the U.S. armed forces who are petitioning for their spouse or child

For all other sponsors

2

$19,830

$24,787

3

$24,980

$31,225

4

$30,130

$37,662

5

$35,280

$44,100

6

$40,430

$50,537

7

$45,580

$56,975

8

$50,730

$63,412

 

Add $5,150 for each additional person

Add $6,437 for each additional person

2. What sources of income can be included in I-864?

In general, your annual income as an I-864 sponsor (or joint sponsor) is the same figure you reported on your most recent U.S. federal tax return. This figure is your “adjusted gross income” listed on your IRS Form 1040.  However, if you changed job or other situations happened which will cause material change to your current year’s annual income, you can provide an estimated annual income for current year in the Form I-864 as long as you have evidence to prove such income.

Income can include:

  • Wages and salaries
  • Retirement benefits
  • Alimony
  • Child support
  • Dividends
  • Interest income
  • Unemployment compensation
  • Workers compensation
  • Income from other legal sources

But do not include:

  • Supplemental Security Income (SSI)
  • Temporary Assistance for Needy Children (TANF)
  • Other federal, state, or local means-tested public benefits


3. Can household member’s income be included in I-864?

Yes only if such household member is a U.S. citizen or lawful permanent resident (green card holder) and 18 years of age or older. Moreover, such household member must complete Form I-864A to demonstrate their willingness to make their income available to support the green card applicant.

4. Can green card applicant’s income be included in I-864?

Yes only if such green card applicant has valid employment authorization in the United States and his/her income will continue from the current source after obtaining green card. Such green card applicant does not need to complete Form I-864A, unless he or she has an accompanying spouse or children.

5. How to calculate sponsor’s household size correctly for I-864?

An I-864 sponsor or joint sponsor often felt frustrating to calculate his or her household size correctly. Actually, the rules are very specific but confusing as to who must be included in the household size. The following tips should be helpful when you do the calculation:

  • Do not count any intending immigrant who is listed on the Form I-864
  • Do not count any intending immigrant who is listed on a separate Form I-864
  • Do not count any green card holder you ever sponsored on From I-864 who has earned 40 quarters or more in the U.S.
  • Do not count any green card holder you ever sponsored on From I-864 who has become a U.S. citizen
  • Do not count any green card holder you ever sponsored on Form I-864 whose permanent residence status has been ceased
  • Do not count any green card holder you ever sponsored on Form I-864 who has been deceased

With DYgreencard, we can help you prepare an I-864 Affidavit of Support in such a simple way. Learn more or get started today!


6. It is unnecessary to list asset in I-864 form if income is sufficient, correct?

Yes. If income is sufficient enough, it is not necessary to list assets in I-864 because that will ask for evidence to prove the net cash value of such assets.

7. Qualifying assets for I-864 Affidavit of Support

Qualifying assets of the following individuals can be included to meet the financial sponsorship requirements for a green card application.

  • I-864 sponsor (or joint sponsor)
  • Household member who is willing to sign I-864A
  • Intending immigrant

Qualifying assets for an I-864 Affidavit of Support mean:

  • Assets should be capable of being liquidated within one year and without considerable hardship or financial loss to the owner or his/her family members
  • For real estate property, only its net cash value can be included
  • Only 12-month average balance in saving and/or checking account(s) can be included
  • Assets located in countries with foreign exchange control (for example, Mainland China) will not be considered as qualifying assets

Not sure if your assets can be used to meet the sponsorship requirements? Schedule a consultation with a skilled immigration attorney for $100 only!

8. What amount of assets required for I-864 sponsorship?

The total net cash value of assets must equal five times the difference between the sponsor’s (or joint sponsor’s) income and 125% of the poverty level for the household size.

Sponsors of spouses and minor children of U.S. citizens must only prove assets valued at three times the difference between the poverty guidelines and actual household income.

Sponsors of orphans who will acquire citizenship after admission to the United States must only prove assets equal to the difference between the poverty guidelines and actual household income.

You may learn how to calculate the minimum required net cash value of assets in the examples below. If you are still confused about the accurate calculation, you may schedule a consultation with a skilled immigration attorney for $100 only!

Example 1

U.S. citizen son is sponsoring alien mother

State where sponsor resides

New York

Total household size in Part 5. Item 8. of Form I-864

2

125% of 2020 HHS poverty guidelines

$21,550

Sponsor’s income

$10,000

Difference

$11,550

Multiple by 5

x5

Minimum required net cash value of assets

$57,750

Example 2

U.S. citizen husband is sponsoring alien wife

State where sponsor resides

New York

Is sponsor on active duty in the U.S. armed forces?

No

Total household size in Part 5. Item 8. of Form I-864

2

125% of 2020 HHS poverty guidelines

$21,550

Sponsor’s income

$10,000

Difference

$11,550

Multiple by 3

x3

Minimum required net cash value of assets

$34,650

Example 3

U.S. citizen husband is sponsoring alien wife

State where sponsor resides

New York

Is sponsor on active duty in the U.S. armed forces?

Yes

Total household size in Part 5. Item 8. of Form I-864

2

100% of 2020 HHS poverty guidelines

$17,240

Sponsor’s income

$10,000

Difference

$7,240

Multiple by 3

x3

Minimum required net cash value of assets

$21,720

Example 4

U.S. citizen sister is sponsoring alien sibling

State where sponsor resides

Alaska

Total household size in Part 5. Item 8. of Form I-864

9

125% of 2020 HHS poverty guidelines

$68,937+$7,000

Sponsor’s income

$50,000

Difference

$25,937

Multiple by 5

x5

Minimum required net cash value of assets

$129,685

Example 5

Joint sponsor is sponsoring intending immigrant(s)

State where joint sponsor resides

New York

Total household size in Part 5. Item 8. Of Form I-864

2

125% of 2020 HHS poverty guidelines

$21,550

Joint sponsor’s income

$10,000

Difference

$11,550

Multiple by 5

x5

Minimum required net cash value of assets

$57,750

9. Evidence for I-864 Affidavit of Support

Supporting documents must be submitted with Form I-864 as evidence to prove a sponsor (or joint sponsor) meets the sponsorship requirements. Such documentation of sponsor (or joint sponsor) includes:

  • Copy of document to U.S. citizenship or lawful permanent residency
  • Copy of most recent federal return transcript (or federal tax return) with all W-2, 1099, Schedules if any
You may go to the website of IRS to get a return transcript at https://www.irs.gov/individuals/get-transcript.
  • Copy of most recent two paystubs/paychecks/pay statements if any
  • A statement if sponsor (or joint sponsor) didn’t file federal tax return for any of the three most recent tax years

   Click here to get a statement template.

  • Copy of evidence to prove the net cash value of the assets listed on the Form I-864 if applicable

If an I-864A form of a household member will be provided as well, you must enclose evidence of this householder member similar as listed above.  

At DYgreencard, we can help you prepare an I-864 Affidavit of Support with all supporting documents that meet USCIS (or NVC)’s requirements. It will be fully reviewed by an immigration attorney to make sure its accuracy and completeness. Learn more about what we can do for you, or get started today!

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