FORM I-864 GUIDE

Form I-864 Guide: Affidavit of Support Requirements, Income, and Sponsors

This guide explains who must file Form I-864, how household size and income are calculated, and what options exist if income is not high enough.

Form I-864 Affidavit of Support Under Section 213A of the INA Form I-864

Affidavit of Support Under Section 213A of the INA

Permanent Resident

What is Form I-864?

Form I-864, Affidavit of Support, is a legally binding contract between a sponsor and the U.S. government. By signing it, the sponsor promises to financially support the intending immigrant at a minimum income level.

It is one of the most important documents in a family-based green card case. It proves that a U.S. sponsor has the financial ability to support an immigrant and prevent reliance on public benefits.

Legally, it helps the green card beneficiary overcome the public charge ground of inadmissibility.

Who Needs to File Form I-864 (and who does not)

In practice, almost all family-based green card applicants require Form I-864. This form is the financial backbone of family immigration and is required in the vast majority of cases. In rare cases, employment-based applicants require an Affidavit of Support also.

Categories That Must File

At the time of applying for a green card, the following immigrants are generally required to submit a Form I-864 completed by the sponsor:

  • All immediate relatives of U.S. citizens (spouses, parents, and unmarried children under 21 years of age);
  • All family-based preference immigrants (sons and daughters of U.S. citizens; spouses and unmarried sons and daughters of lawful permanent residents; and brothers and sisters of U.S. citizens); and
  • Employment-based preference immigrants in cases only when the petitioner is a relative of the immigrant or the relative has a significant ownership interest (5% or more) in the entity that filed the petition.

Form I-864 Filing Exceptions

Form I-864 is not required only in specific, limited situations. These fall into two broad categories:

  1. Public Charge Exemptions
    If the immigrant is exempt from the public charge requirement, Form I-864 is not required. These exemptions are narrow and apply to specific humanitarian or special immigration categories. See the public charge exemptions →
  2. Statuatory Exemptions
    Some applicants qualify for a direct exemption from the Affidavit of Support requirement, such as:
    • Applicants who already earned or can be credited with 40 qualifying quarters of work in the United States
    • Certain children who automatically become U.S. citizens
    • Other narrowly defined categories listed in immigration regulations

Make it easy and file correctly: CitizenPath walks you through each question, checks for errors, and produces ready-to-file forms plus tailored instructions. It's free to try: Affidavit of Support Package →

Household Size: Common Source of I-864 Mistakes

Household size is not simply everyone living at the same address. It directly affects the income threshold and must be calculated carefully. Generally, household size includes:

  • The sponsor
  • The sponsor’s spouse
  • Dependent children claimed on taxes
  • Any immigrants being sponsored

Make it easy and file correctly: CitizenPath walks you through each question, helps you calculate household size and household income, and produces ready-to-file forms plus tailored instructions. It's free to try: Affidavit of Support Package →

I-864 Income Requirements and Poverty Guidelines

Most sponsors must show income of at least 125% of the federal poverty guidelines. Active-duty military members sponsoring a spouse or child may qualify at 100%. Take note of important distinctions:

  • USCIS evaluates current income, not just past tax returns
  • Tax transcripts are used to verify income history
  • Employment changes may require additional proof

To see if income qualifies, sponsors can use CitizenPath’s free Visa Sponsor Income Calculator before preparing the affidavit.

Using Assets When Income Is Not Enough

When income falls short, assets may be used to cover the difference. Assets can include:

  • Savings and checking accounts
  • Stocks and bonds
  • Property equity

Generally, assets must equal three to five times the income shortfall. What's more, documenting assets on Form I-864 can be problematic. Avoid using assets to qualify if you can meet the income threshold. Assets are frequently misunderstood, and insufficient documentation will trigger delays. Learn more about using assets on Form I-864 →

Evidence to Submit with Form I-864

The documents you submit with Form I-864 depend on several factors, including the sponsor's income history, income type and use of household members. In general, you should expect to submit:

  • Federal tax return or IRS transcript
  • Proof of current employment or income
  • Asset documentation, if applicable
  • Separate evidence for joint sponsors

Most people who receive an RFE related to Form I-864 failed to sufficiently document their income. Learn more about which documents to submit with the I-864 Affidavit of Support →

For the most accurate list of documents, try CitizenPath’s Affidavit of Support Package. Our online service walks you through Form I-864 and produces a customized checklist tailored to your situation, ensuring you send only what USCIS requires.

Domicile Requirement for I-864 Sponsors

Sponsors must be domiciled in the United States. U.S. domicile means the United States is your primary, permanent home and the place where you intend to live for the foreseeable future. For consular cases, sponsors living abroad may need to prove intent to reestablish domicile before the immigrant enters the country.

This requirement is frequently overlooked and can delay visa issuance. A sponsor may file Form I-864 while living abroad if they can show they have reestablished U.S. domicile or clearly intend to do so. This usually requires evidence of plans to live permanently in the United States, such as a job offer, housing arrangements, or other concrete steps to return. Learn more about meeting the requirement to reestablish U.S. domicile →

Which Affidavit of Support Form to Use

FormPurposeTypical use
Form I-864Main affidavit of supportMost family-based cases
Form I-864EZSimplified affidavitSingle sponsor, straightforward income
Form I-864AHousehold member contractCombining household income
Form I-864WExemption requestLimited exempt categories

Common I-864 Mistakes & RFEs

Many RFEs cite vague language such as “Form I-864 not properly completed.” Common issues include:

  • Incorrect household size
  • Wrong sponsor type selected
  • Missing supplemental forms
  • Insufficient income or asset evidence
  • Inconsistent income claims

Overwhelmingly, Form I-864 is the leading cause of RFEs related to green card applications. Filers routinely submit problematic forms that delay green card processing or result in a denial. For more information, review The Most Common Reason for an I-485 RFE and How to Avoid It →

CitizenPath checks your affidavit to identify mistakes, omissions and inconsistencies. This optimizes your chances at smooth processing and a quick approval. Learn more about our Affidavit of Support Package →

I-864 Frequently Asked Questions

How CitizenPath Helps You File I-864 Correctly

CitizenPath makes it easy to prepare Form I-864 correctly the first time. Our affordable online service was designed by immigration attorneys to guide you through each question with simple directions, check for errors, and generate personalized filing instructions.

  • Step-by-step I-864 preparation
  • Customized checklist of supporting documents
  • Error-checking logic and alerts for problems
  • Money-back guarantee of USCIS approval
  • Try for free; pay only when ready to file

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