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Resources · Interview preparation

Statement of plans and resources for the visa interview

Consulates now ask how a family will live in the United States: housing, work, health insurance, income, property and public benefits. Answer the questions below and print a statement in English with your answers, plus a checklist of the documents that back them.

General information, not legal advice. I am not an attorney; I provide document-preparation services.

Nothing leaves your device

Your answers stay in this browser window. They are not sent to alyic.com or saved anywhere. No names, case number, date of birth or address are asked for: the printed statement leaves lines to write them by hand. Closing the page clears your answers, so save them to a file if you want to continue later.

Answer in English

The statement is printed in English for the consulate, so type your answers in English. The examples in the boxes show the kind of answer that fits.

How to use the statement

Bring it to the interview with the documents on the checklist. Send it in advance only if your embassy's letter or 221(g) sheet asks for it, and only the way it asks: for example, London accepts a written statement by email before the interview, and Kingston asks for answers uploaded to CEAC. This page does not suggest what to answer and does not assess your case.

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To begin

Decides which parts are shown
What visa category is this?
Is there a joint sponsor?
Where does the petitioner live now?

1. General

Asked in: Kingston sample, questions 1-3

2. Housing

Asked in: France and London samples
Where will the beneficiary live in the United States?
Is the address already known?

Do not type it here. The printed statement leaves a line to write it by hand.

3. Work and study

Asked in: France and London samples; Kingston questions 4-5
What are the beneficiary's plans in the United States?
Is additional training, a license or a certification needed?
Has the beneficiary started looking for work?
Does the beneficiary have a written job offer?

4. Health insurance and health

Asked in: France and London samples; Kingston questions 6-8
Does the beneficiary currently have health insurance that will cover them in the United States?
Can the beneficiary be added to a family member's health insurance plan?
Does the beneficiary have medical conditions that will require treatment in the United States?

5. The petitioner's dependents

Asked in: Kingston questions 9-11

Everyone the petitioner supports with money: children, spouse, parents, other relatives or friends. This is not the same as the household size on Form I-864.

Do any of them have medical conditions being treated or needing treatment?
Do any of them have disabilities or special needs requiring long-term care?

6. Income, property and debts

Asked in: London sample; Kingston questions 12-16; Kazakhstan embassy letter
Does the petitioner own a home or other real estate?
Does the beneficiary have loans or other debts?

7. Public benefits

Asked in: Kingston questions 17-19; Kazakhstan embassy letter
Do the petitioner or the beneficiary currently receive public benefits at government expense? (for example SNAP, WIC, Medicaid, housing assistance, welfare, food banks; also assistance in the beneficiary's own country)
Have they ever relied on public benefits before?
Has either of them ever been institutionalized long-term at government expense?

10. Anything else

Asked in: Optional; London accepts a written statement

Your statement

This is what prints. Lines left blank are for writing by hand.

Statement of Plans and Resources

For the visa interview · Prepared by the applicant's family

Beneficiary (full name)
Petitioner (full name)
Case number
Embassy or consulate, interview date

1. General

Visa category: ________. Beneficiary's age: ________. Petitioner's age: ________.

The petitioner and the beneficiary will live in ________.

The petitioner currently lives: ________.

2. Housing

The beneficiary will live ________.

Address: ______________________________________________.

Other members of the household: ________.

3. Work and study

Plans in the United States: ________.

Education, training and experience: ________.

Additional training or licensing needed: ________.

Job search started: ________.

Written job offer: ________.

Expected first-year salary: ________.

4. Health insurance

Current health insurance covering the beneficiary in the United States: ________.

Coverage through a family member's plan: ________.

Medical conditions requiring treatment in the United States: ________.

5. The petitioner's dependents

The petitioner financially supports ________ people.

Dependents with medical conditions being treated or needing treatment: ________.

Dependents with disabilities or special needs requiring long-term care: ________.

6. Income, property and debts

Petitioner: ________; annual income before taxes ________ (as on Form I-864), after taxes ________.

Other working adults in the petitioner's household: ________.

The petitioner's real estate: ________.

The petitioner's savings and investments: ________.

The petitioner's debts: ________.

The beneficiary's property and savings: ________.

The beneficiary's loans or debts: ________.

7. Public benefits

Public benefits currently received: ________.

Public benefits received before: ________.

Long-term institutional care at government expense: ________.

We are prepared to discuss any of these points at the interview. Supporting documents are listed on the attached checklist.

Beneficiary's signature and date
Petitioner's signature and date

Supporting documents checklist

  • Form I-864, signed by the petitioner, with the federal tax return (Form 1040) and W-2s or IRS tax transcripts, recent pay stubs and an employment letter
  • Every translation kept together with its original

Prepared by the family with a free template from alyic.com. General information, not legal advice. I am not an attorney; I provide document-preparation services.