A fixed income line
The threshold is 125% of the poverty guideline for your household size, including the person you are sponsoring. Below it, assets have to fill the gap.
The asset evidence behind your I-864.
A personal financial statement for an immigration sponsor organizes the assets that support Form I-864, the Affidavit of Support. USCIS asks sponsors to show household income of at least 125% of the federal poverty guideline for their household size. When income falls short, assets can make up the difference, and they have to be documented.
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Why USCIS wants
the numbers.
The affidavit is a legally binding promise to support the immigrant. USCIS checks that you can keep it.
Assets need paper
Bank statements, brokerage statements, deeds, and appraisals. The financial statement is the summary that ties them together.
Attorney hours add up
Immigration attorneys bill for document organization by the hour. Arriving with a complete statement saves money.
Income and assets,
on one page.
The statement shows the totals. The underlying statements go in the packet behind it.
Balances that sync
Bank and brokerage balances pull read-only through Plaid, so the figures match the statements you attach.
Real estate at net value
USCIS counts property at value minus what is owed. The property record carries both, so the net is on the page.
Joint sponsors
A joint sponsor files their own I-864. Each sponsor builds their own statement, and both can be shared with the attorney.
Share with your attorney
Send a link to the PDF for review before filing. It expires when you say.
What's
included.
Items marked Pro or Pro Plus need that plan. The free trial covers one connected bank, one statement, and one watermarked export.
- Income and employment section
- Bank and brokerage balances
- Real estate with value and mortgage
- Vehicles and other property
- Notes on individual items to explain sources
- PDF export and expiring share links
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Common questions.
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What income does a sponsor need?
Household income of at least 125% of the HHS poverty guideline for your household size, counting the immigrant. For 2026 that is $27,050 for a household of 2 in the 48 contiguous states, per Form I-864P; active-duty military sponsoring a spouse or child use 100%.
Can assets make up for low income?
Yes. The I-864 instructions let assets cover the shortfall when their total is at least 5 times the gap, or 3 times when a US citizen sponsors a spouse or child. Assets must be convertible to cash within a year without hardship.
Which assets count?
Savings and checking balances, stocks and bonds, and real estate at net value after mortgages, each with documentation. Cars count only beyond one primary vehicle, and only with evidence of value.
Do joint sponsors combine statements?
No. Each joint sponsor files a separate I-864 with their own evidence. Building a statement for each keeps the packets clean, and your attorney can review both.
What documents go with the I-864?
Your most recent federal tax return, proof of current income, and evidence for any assets you count. The personal financial statement summarizes the asset side; USCIS still wants the underlying statements.
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