Form I-864EZ Instructions

Form I-864EZ Instructions

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Last updated: April 4, 2024.

What is Form I-864EZ used for?

  • Form I-864EZ, officially titled the “Affidavit of Support Under Section 213A of the INA,” is a form used in the U.S. immigration process
  • Form I-864EZ is a simplified version of the more comprehensive Form I-864
  • To be eligible to use Form I-864EZ vs Form I-864, the sponsoring individual (“petitioner”) must meet the following requirements:
    • Being the person who filed Form I-130 for a relative being sponsored for permanent residency;
    • The relative being sponsored is the only person listed on Form I-130; AND
    • Income is based entirely on petitioner’s salary or pension as shown on one or more W-2 form(s)

Which form I-864 should I use?

Determining which version of Form I-864 to use depends on your specific situation and eligibility. 

There are 4 versions of the Affidavit of Support form:

  • Form I-864, Affidavit of Support Under Section 213A of the INA:
      • This is the standard and most comprehensive version of the form
      • Use this form if you are sponsoring an immigrant based on a family relationship (such as a spouse, parent, child, or sibling) or employment-based categories (Form I-140)
  • Form I-864EZ, Affidavit of Support Under Section 213A of the INA:
      • This is a simplified version of Form I-864 and has specific eligibility criteria
      • Use this form if you:
        • Filed or filing Form I-130 to sponsor a family member
        • The relative being sponsored is the only person listed on Form I-130; AND
        • Your income is based entirely on salary or pension as shown on one or more W-2 form(s)
      • This form is used when the sponsor’s income is not sufficient, and they need to include the income of a household member to meet the income requirements
      • The following household members of the sponsor can file this form:
        • Spouse
        • Parent
        • Child
        • Adult son or daughter
        • Sibling
  • Form I-864W, Request for Exemption for Intending Immigrant’s Affidavit of Support
    • This form is used when the intending immigrant is exempt from Affidavit of Support requirements
    • The following intending immigrants can file Form I-864W:
      • Intending immigrant who has earned or can receive credit for 40 quarters of coverage under the Social Security Act (SSA)
      • Child who will become a US citizen upon entry under INA section 320
      • Widow(er) of a U.S. citizen
      • Self-petitioning battered spouse or child (VAWA)

What is the difference between I-864, I-864EZ, I-864W and I-864A?

  • The forms I-864, I-864EZ, I-864W, and I-864A are all related to the Affidavit of Support
  • These forms are used in all family-based and some employment-based immigration applications
  • Each form serves a different purpose and applies to specific situations:

Form type

Who files it

Form I-864, Affidavit of Support Purpose: 

  • This is the main form used to demonstrate that the intending immigrant has financial support from a sponsoring U.S. citizen or permanent resident

Who signs it: 

  • Petitioner (U.S. citizen or permanent resident who filed Form I-130 or Form I-140)
  • Joint sponsor (when the petitioner does not meet the minimum income requirements)
Form I-864A, Contract Between Sponsor and Household Member Purpose: 

  • This form is used when a petitioner’s income alone does not meet the required threshold, and they need to include the income of a household member to meet the financial requirements

Who signs it:

  • Petitioner’s household member (spouse, parent, child, sibling)
Form I-864EZ, Affidavit of Support Under Section 213A of the Act Purpose: 

  • A simplified version of Form I-864, I-864EZ is designed for use by petitioners who meet the criteria below 

Who signs it:

  • Petitioner who filed Form I-130 to sponsor a family member
  • Only one family member is being sponsored
  • Petitioner’s income is based entirely on a salary or pension and is shown on one or more Form W-2 forms
Form I-864W, Request for Exemption for Intending Immigrant’s Affidavit of Support Purpose:

  • Used by intending immigrants who qualify for an exemption from the affidavit of support requirement

Who signs it:

  • Intending immigrant who has earned or can receive credit for 40 quarters of coverage under the Social Security Act (SSA)
  • Child who will become a US citizen upon entry under INA section 320
  • Widow(er) of a U.S. citizen
  • Self-petitioning battered spouse or child (VAWA)

Form I-864EZ requirements

To be eligible to use Form I-864EZ, the sponsor (“petitioner”) must meet the following requirements:

  • Being the sponsor who filed Form I-130 for a relative;
  • The relative being sponsored is the only person listed on Form I-130; AND
  • Income is based entirely on petitioner’s salary or pension as shown on one or more W-2 form(s)

Who should not use Form I-864EZ?

You should not use Form I-864EZ if:

  • The relative you are sponsoring is not the only person immigrating based on an approved Form I-130
  • You filed Form I-140, Immigrant Petition for Alien Workers
  • You are a joint sponsor
  • You are a substitute sponsor because the original Form I-130 petitioner has deceased
  • Your salary or pension is not enough to meet income requirements (for example, you are using assets or income reported on a 1099 form)

What is the household size for Form I-864EZ?

Sponsor filing Form I-864EZ must enter their total household size

The following individuals must be included in the sponsor’s household size:

  • Spouse
  • Dependent children under 21
  • Any other dependents listed on the sponsor’s most recent federal tax return
  • The intending immigrant (sponsor’s relative who is being sponsored on Form I-130)
  • Any other immigrants previously sponsored with Form I-864 or Form I-864EZ

Can I use Form I-864EZ for both parents?

You can use Form I-864EZ for both parents if the following conditions are met:

  • You are a U.S. citizen petitioner who filed 2 separate Form I-130 petitions for each parent
  • Your salary or pension alone is sufficient to meet the minimum income requirements
  • You are ONLY using the income reported on the most recent W-2 form(s)
  • You cannot use self-employment income (1099 form), interest income (1099-DIV form, for example), or assets
  • You are filing 2 separate Forms I-864EZ for each parent

Form I-864 or I-864EZ for spouse

You can use Form I-864EZ for spouse if the following conditions are met:

  • You are a US citizen or permanent resident who filed Form I-130 to sponsor a spouse
  • Your spouse is the only person listed on Form I-130
  • The income you are using is based entirely on your salary or pension
  • You are only using the income reported on the most recent W-2 form(s)

If any of these conditions do not apply to you, you will need to instead use Form I-864.

How to fill out Form I-864EZ

See the line-by-line instructions on filling out Form I-864EZ here.

Form I-864EZ filing fee

  • There is no filing fee if Form I-864EZ is filed with USCIS (applicants present in the U.S.)
  • $120 filing fee if Form I-864EZ is filed with the National Visa Center (applicants outside the U.S.)

Form I-864EZ checklist of documents

Submit photocopies of the following documents with Form I-864EZ:

Required documents

Description

Proof of sponsor’s immigration status If sponsor is a U.S. citizen, submit at least one of the following documents:

  • U.S. birth certificate (if born in the U.S.);
  • Unexpired biographic page of U.S. passport;
  • Naturalization certificate;
  • Citizenship certificate
  • Consulate Report of Birth Abroad (only if the sponsor was born abroad and obtained a Consulate Report of Birth Abroad, or CRBA)

If sponsor is a permanent resident:

  • Green card (front and back); or
  • Immigrant visa stamped by CBP (Customs and Border Patrol)
Proof of income
  • Federal tax return (all pages) for the most recent year or IRS tax transcript 
  • Do not submit the state income tax returns
  • ALL W-2 form(s) for the most recent year
  • Current employment verification letter (optional but recommended) or pay stubs for the last 12 months
Proof of sponsor’s domicile (if applicable) Only if requested by the National Visa Center:

  • Voting record in the U.S. (local, State, or Federal elections)
  • Records of paying U.S. state or local taxes
  • Property ownership documents in the U.S.
  • Monthly U.S. bank or investment account statements
  • Proof of having a permanent mailing address in the U.S.
  • Proof of U.S. employment (pay stubs, employment contract, etc.)
  • Proof of residence in the U.S. (lease agreement, utility bills)
  • U.S. school records

Form I-864EZ filing address

  • If filing Form I-864EZ with USCIS in the U.S., submit with Form I-485 application. See direct Form I-485 filing addresses
  • If filing Form I-864EZ with the National Visa Center, upload it online to the CEAC (Consular Electronic Application Center) account

Learn more:

Form I-864EZ, Affidavit of Support Under Section 213A of the Act