Category Archives: Public Charge- Financial Requirements

The Affidavit of Support – Should you sign an Affidavit of Support?

If you will recall, we have been talking about the Affidavit of Support that is required whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.    A sponsor (discussed several weeks ago) needs to establish that he can keep the immigrant off welfare.  As stated earlier in this series, this is a very serious and long-reaching commitment which could last years.  Should you sign such a commitment?

It really is a personal question for each person.   When I am asked, I tell the inquirer that it is a serious commitment and could open them to serious liability.   However, I also tell them that each of my clients have always been able to find someone who is willing to sign.   The immigrant cannot come unless someone will sign for them.

The bottom line comes down to two or three questions.  The first is, how important is it to them that the person comes?  It is not a good idea to open yourself up to liability in regard to something that is not important to you.   The second question is how much do you trust the character of the immigrant?   Do you believe that the immigrant is going to come here and do their best to stay off welfare?   I know of cases—none of them my clients—where an immigrant came here and used the sponsor and the affidavit of support as a way of living here and getting free money.   You need to be confident that the immigrant is worthy of your trust.  Finally, there are such things as medical emergencies that could possibly result in the sponsor being responsible.   Are you willing to take that risk if the immigrant can’t get insurance?  What if you know the immigrant is in poor health and will need medical treatment?    I know of no cases where a sponsor was made responsible for medical treatment, but it is possible.   You need to assess your potential liability and your willingness to possibly be held liable.

In short, it is a difficult decision.   You need to be confident that you have thought it through carefully, that bringing this immigrant here is important to you and that you are willing to take the risks involved.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

 

The Affidavit of Support – The Required Intent to be a Sponsor

If you will recall, we have been talking about the Affidavit of Support that is required whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.    A sponsor (discussed several weeks ago) needs to establish that he can keep the immigrant off welfare.  It used to be that all you needed to do to satisfy this requirement was provide an Affidavit of Support.   By signing the Affidavit of Support, the sponsor or joint sponsor was guaranteeing that he would fulfill the requirements of being a sponsor.

However, that all changed under President Trump.  Under his new regulations there are no clear rules — the Department of State (at the embassies and consulates) and the USCIS are supposed to look at the big picture and decide if they believe the immigrant will not go on welfare.   As part of this process, they look at the relationship between the sponsor and the immigrant to see if the sponsor is likely to keep his promises.

How do they do that?   They look at a number of factors.  Chief among them are how close is the relationship between the sponsor and the immigrant, can the sponsor really afford to help the immigrant and will it cause too much hardship to the sponsor to help the immigrant?  In a sense, these questions were always important, but they never looked too closely at them.   Now, under the new rules, they are supposed to look at these factors more carefully.

Practically, speaking these factors are not too important when the petitioner/sponsor is the spouse of the immigrant.  They most likely will assume that the petitioner wants to fulfill his duties and will sacrifice for the immigrant.  This would also be true if a parent is petitioning for a dependent child or elderly parents.   However, the further the relationship gets attenuated, the more closely immigration will look at these factors.   How likely is it that a brother will sacrifice to help keep his sibling’s family off welfare?

This question becomes more important if you are looking at a joint sponsor.   Is there a strong enough relationship to induce the joint sponsor to sacrifice in order to keep the immigrant off welfare?  If the joint sponsor is only a friend of the petitioner and is only doing it as a favor to the petitioner, that could raise questions in the mind of the reviewing officer.

Therefore, when I am submitting an affidavit of support from a petitioner, I look for a strong affidavit of support so that it is clear that the sponsor can easily support the immigrant.   If it is not a strong affidavit of support, we submit an affidavit of support from a joint-sponsor.

However, when we are looking for a joint sponsor, I look for three qualifications: 1) there is a strong relationship between the joint sponsor and either the immigrant or the petitioner, 2) the joint sponsor has income and assets significantly exceeding the required minimum and 3) the joint sponsor does not need to use the value of his home or business.   We can use the value of the home and business to provide additional support, but I think that immigration will be doubtful that a joint sponsor will sell their home or business in order to keep the immigrant off welfare.

One thing that I always do at this point — because it has been requested by immigration a number of times — is to include a letter from the joint sponsor stating why he is sponsoring and how he is committed to fulfilling the responsibilities of being a sponsor.   The main point of the letter is to show the close relationship between the joint sponsor and the immigrant and/or sponsor.   It usually talks about how often they see the immigrant and/or sponsor and why they feel so strongly about making this commitment.

How important is this now that we have a new President?   I don’t know.   The Department of State (embassies and consulates) was requesting this type of evidence after President Trump was elected and before the new rules went into effect (I felt that they were using a backdoor to apply these rules before they were rules).   Currently, since July 2020, the Department of State was forbidden by a court order to apply these new rules — but how they will follow the court’s order is unclear — especially in view of the fact that they were sort of applying the rules before they were rules.   Also, of course, will President Biden direct them to return to pre-Trump practices or will it just sort of be left to each consulate how they will adjudicate these Affidavits of Support.

Likewise, things are just as unclear with the USCIS.   President Trump introduced these new requirements and made them regulations.   There were court orders forbidding the USCIS to implement the new rules, but they have all been overturned.  So officially, President Trump’s new rules are the law at the USCIS.  However, so far, in my clients’ interviews I have seen no evidence that the USCIS is really doing anything different from what they were doing before — but I still need to prepare to satisfy the new rules because you never know when an officer might decide to be strict regarding the new rules.  Again, President Biden might officially change the rules, but that could take a while, and as of today, he has not changed these rules.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

 

The Affidavit of Support – How Long do the Obligations Last?

If you will recall, we have been talking about the Affidavit of Support that is required whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.    A sponsor (discussed several weeks ago) needs to establish that he can keep the immigrant off welfare.   Two weeks ago, we discussed what are the obligations that a sponsor undertakes.  Today I will talk about how long the sponsor’s obligations will last.

The rules are very strict.   This is not a sign-it-and-forget-it document.   It is not just to last a few years — unless the person becomes a U.S. citizen.   Once the person becomes a U.S. citizen, the responsibilities under the Affidavit of support end.   But if the person does not become a U.S. citizen, the sponsor’s responsibilities last until one of the following six circumstances occur:

  1. The immigrant becomes a US citizen (as stated above).
  2. The immigrant has worked 10 years.
  3. The immigrant loses his lawful permanent resident status and no longer lives in the United States.
  4. The immigrant goes through deportation (removal) proceedings and gets a new grant of adjustment of status.
  5. The Immigrant dies.
  6. You die.

Divorce DOES NOT terminate either the sponsor’s or the joint sponsor/household member’s liability under the Affidavit of Support.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

 

The Affidavit of Support – What are the Obligations that a Sponsor Undertakes?

I have been writing about the Affidavit of Support that is required whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.    A sponsor (discussed several weeks ago) needs to establish that he can keep the immigrant off welfare.   Today, I want to discuss what are the obligations that a sponsor undertakes.

The purpose of this Affidavit of Support originally was so that if Immigrants would try to sign up for welfare, the welfare department would count the income of the petitioner and deny welfare to the immigrant.   The sole responsibility of the sponsor was to prevent the immigrant from going on welfare — the  sponsor wasn’t actually required to do anything.

However, these affidavits are written broadly.   They state that the government can sue the sponsor if the immigrant gets welfare or other government benefits.  The affidavits even include language stating that the immigrant can sue the sponsor to require him to support her at 125 percent of the poverty level.   And the joint sponsor or household member is equally liable.

Originally, it was disputed as to what this all meant, and who could sue.   It is not clear to me that any of the Federal or state governments have passed the regulations allowing them to sue over this affidavit, but I do not know that for a fact.   President Trump had stated that he would enforce these Affidavits of Support to recoup any welfare-type payments that are paid to or on behalf of the sponsored immigrant — but I don’t believe that any steps were taken in that direction.  In addition, it was originally understood that the immigrant could not sue the sponsor, but over the past twenty years, more and more courts are stating that the immigrant can sue the sponsor for support based on this Affidavit. Again, it is likely that this is true of joint sponsors and household members as well — that they can be sued like sponsors.

There is discussion in the new rule passed by President Trump that it is expected that the sponsor will voluntarily take steps to make sure that the immigrant will not need to go on welfare.    Part of the new requirements is to establish that the sponsor has the intent to support the immigrant if necessary.  There are no clear rules that say that a sponsor actually needs to do that, but the consulates, at least, have started looking for evidence showing that there is a reason to believe that the sponsor not only has the necessary income and assets but also is committed enough to the immigrant to carry through with the promise of support.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

 

The Affidavit of Support – How Do You Calculate Income and Assets?

Just a reminder, I am writing about the Affidavit of Support that is required whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.    A sponsor (discussed several weeks ago) needs to establish that he can keep the immigrant off welfare.  The basic requirement is that the sponsor needs to establish that between his income and assets, he can keep the immigrant off of welfare for three years (if the immigrant is a spouse of a US citizen) or five years for all others.

In order to do this, he needs to establish that his U.S. income is at 125% of the poverty level when you add together his family (including all dependents) and the immigrant.   If the sponsor (or joint sponsor) does not have enough income, he can use assets that are in the US or easily brought to the U.S.   The calculations get a little complicated here, so I will try to keep it as simple as possible.   We will assume that the immigrant is the spouse of a U.S. citizen.   The sponsor, if he is unemployed, will need to demonstrate that he has enough assets to equal three years of income at the 125% level.   In other words, if 125% of the poverty level is $50,000, the sponsor will need to demonstrate that he has $150,000 in assets.

If the sponsor has some income, but not enough, he can use assets to supplement his income.  Using the last example — suppose the sponsor had $40,000 of income per year.   He is short $10,000 per year.   Over three years, that will total $30,000.   So, the sponsor will need to demonstrate that he has $30,000 in assets in addition to his $40,000 per year income.

It is important to add that these calculations are not the end of the conversation.   It used to be that 125% of the poverty level is all that you needed to demonstrate.   Under the new rules enacted by President Trump — and still in effect — that is just the minimum.   The USCIS could require more if they felt that 125% of the poverty level will not be enough to ensure that the immigrant will not go on welfare.   The rules state that income at 250% of the poverty level is a much better indication that the immigrant will not need to go on welfare.   Due to this new rule — and the uncertainty that it causes — there really is no clear guide anymore, I encourage people to present as strong an affidavit of support as they can — and, if it is not clearly well above the 125% level, to also have a joint sponsor.   I discussed joint sponsors a few weeks ago.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

The Affidavit of Support – Establishing Domicile for the Affidavit of Support

As stated in my recent posts, in order to be a sponsor (whether a main sponsor or a joint sponsor) for an Affidavit of Support you need to establish domicile in the U.S.    Remember, an Affidavit of Support is needed whenever a person immigrates based on his relationship to a U.S. citizen or lawful permanent resident.  To be honest, domicile is a slippery concept.   It does not mean,”residence”, which is where your intent to live is.  Domicile is where you actually live (I guess that means you can intend to live in one place and actually live in another).   But it does not automatically mean where you are living — if you can follow that.   Let me give you an example.   Joe goes to Germany for two years.   He keeps his real residence in Pennsylvania with his parents and that is where he has all his financial ties and what he views as home.  Both his residence and his domicile are in Pennsylvania and his stay in Pennsylvania is decidedly temporary, even though it is two years.   Now, same situation, and he still views his parents’ home in Pennsylvania as his permanent home with relationship and financial ties there, but he starts to view Germany as his home away from home — you might say that while his residence is in Pennsylvania, his domicile is in Germany.

This is very important.   If the petitioner (and any joint sponsors) want to file an Affidavit of Support, they need to show that they are domiciled in the US.   If they are living in the US, that is easy to show.    If they are living abroad for more than a relatively short visit, it is a more difficult issue to prove.

One way to prove that your domicile is in the US is to show that you are just temporarily abroad, even if it is for an extended period.  You will want to show proof of a US address and ties to that US address — especially financial ties, but also other ties as well — I often include pictures of my client’s room in the US and pictures of their personal effects that are still at that address.

However, the longer you are out of the country, the harder it is to prove that you are out of the US temporarily.   One way around this situation is to show that you will be returning to the US by proof that there is a job waiting for you in the US.  I also usually include a letter from the people where you will be staying stating that you will be living with them.  It is even better if you can get a lease — but getting a lease and a job offer can be very difficult when you don’t know how long it will be until you come to the US.

A final option is for M-ssionaries only.   There is a sort of exception for M-ssionary workers abroad.  I say “sort of” because they still need to prove that they are abroad “temporarily” which is the same as what I discussed above.   However, the advantage is that historically, there is sort of an assumption that m-ssionaries maintain their residence (and domicile) in the US and are on the “field” only temporarily.   However, since the Consulates don’t always properly apply this rule, I always provide as much evidence of ties to the US as I can.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

 

The Affidavit of Support – Who is a Sponsor, a Joint Sponsor or a Household Member?

Almost every family-based immigrant needs to have a sponsor who will file an Affidavit of Support for them.  The purpose, as stated in my recent posts, is to assure the USCIS or the Department of State that the immigrant will not need to access welfare.

A family-based immigrant is coming to the United States because someone in the United States filed a petition for them.   That person, the “petitioner”, is the “sponsor” and must file an affidavit of support for all of the immigrants for whom he petitioned.   If he doesn’t satisfy the essential requirements, set out last week, he cannot file an Affidavit of Support, and the immigrant cannot come to the United States.

If however, the only problem is that the sponsor lacks the required income or assets, he has two options.   He can get a “joint sponsor” or he can have a “household member” lend him assistance.   I will discuss the household member first.

The household member has to be the sponsor’s close relative: parent, spouse, child or sibling or any other person who is listed on the sponsor’s most recent tax return as a dependent.  The parent, spouse, child or sibling needs to live at the same address.  A person who is listed as a dependent on the tax return does not need to live at that residence.   The intending immigrant can also be a household member if they have income or assets that can be counted in order to keep him off welfare.   Foreign income cannot be counted for this purpose. The household member also has to satisfy the normal requirements of all sponsors relating to domicile and filing tax returns, etc.

The advantage of having a household member join in the sponsorship is that the household member’s income and assets are added to the income and assets of the primary sponsor.    Then the total is used to prove that the immigrant will not be able to and will not need to access welfare.

A joint sponsor’s income and assets are counted differently.   A joint sponsor is treated just like a separate sponsor.  They have to satisfy all the requirements of being a sponsor — relating to filing taxes and domicile.  They do not need to be related to the main sponsor.  They do not add their income and assets together with the main sponsor — instead, they need to have enough income and assets on their own (or with the help of a household member of their own) to guarantee that the immigrant will not need to go on welfare.

There is one interesting quirk with a joint sponsor.   If, suppose, I bring over my brother and his wife — a total of two people.   As the sponsor, I need to file an affidavit of support to cover both of them.   However, if I can find two joint sponsors, one can sponsor my brother, and the other can sponsor his wife.   This reduces the amount of income that both joint sponsors need to show.   You can only do this with joint sponsors and you can only do this if there are at least two people to sponsor and you can only do it with a maximum of two joint sponsors.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

The Affidavit of Support – Who Can Submit an Affidavit of Support?

There are a number of considerations as to who can submit an affidavit of support.   The first requirement is that it has to be a person.    A company or a ch-rch or m-ssion organization cannot submit an Affidavit of Support.

On the other hand, anybody can submit an Affidavit of Support.  It doesn’t have to be a close relative.   It can be a friend.   However, I will add this.  Lately, they have been taking into consideration the motivation that the sponsor has to support the immigrant.   They are looking for blood or relationship ties that will motivate the sponsor to carry through with his promise to provide the support.

In order to submit an Affidavit of Support, however, the sponsor also needs to be a U.S. citizen or a U.S. lawful permanent resident.  The sponsor also needs to be “domiciled” in the U.S.  That means that he has to actually be living there (or intends to be living there).   There are some exceptions to this rule, such as a missionary temporarily stationed abroad.   But I have heard of at least one case where a U.S. spouse was told to go live in the US before they would allow her to be a sponsor.   But I think that a carefully prepared case presentation will usually resolve this issue.

The Sponsor also generally needs to have sufficient U.S. income to equal 125% of the poverty level for his household and the immigrant.   If his income is insufficient, sometimes he can make up the difference using his assets — but you usually need quite a bit of assets to successfully do this.   I will talk about doing this in a later posting.

The Sponsor also needs to have filed US taxes for the past three years.  If he has not, then he has to provide a reasonable explanation for why he has not filed — such as insufficient income.  However, of course, if he has had insufficient income in the past three years, that will probably disqualify him from being a sponsor.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

The Affidavit of Support – What is It and Who Needs It?

There has always been the question of whether or not immigrants should be able to access welfare.  There are those who think it is fine.  There are those who are strongly opposed to it.

A couple of decades ago, those who were opposed to the idea of immigrants getting welfare came up with the idea of an Affidavit of Support.  The Affidavit of Support they created has since become an important part of the immigration process.

This Affidavit of Support is required for every person, with limited exceptions, who obtains permanent resident status in the United States through a relative-based visa petition.   It even applies to certain beneficiaries of an employment petition if a relative of theirs owns a 5% or greater interest in the company that is sponsoring the immigrant.  It does not apply to most employment petitions or to Special Immigrant R-ligious worker petitions.

One of the few exceptions for relatives is if the immigrant is an adopted child who will automatically gain citizenship upon entry to the United States.  In that case the child will not need an Affidavit of Support.

The Affidavit of Support is a promise to keep the immigrant off welfare.  Among other things, the Sponsor, the person signing the Affidavit of Support, needs to demonstrate that he has the income and/or assets necessary to keep the immigrant off welfare.  Originally, the idea was simply that the Sponsor’s income and assets would be counted in determining if the immigrant was able to access welfare — if you don’t know, a person cannot access welfare if he, or his sponsor, has a certain level of income or assets.

As with most things, Affidavits of Support have changed in how they are applied.  Over the years, courts have expanded the effects of signing an Affidavit of Support.  There have been cases where the immigrant have even successfully sued the Sponsor for financial support — which I think clearly was not the original intent.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consult an attorney if you think any of this may apply to your situation.

Gunnar Armstrong

NEW FINANCIAL REGULATIONS FOR IMMIGRANTS AND NON-IMMIGRANTS – PUBLIC CHARGE ISSUE

On February 24, 2020, new Regulations suddenly came into force which may have serious impact on people’s ability to immigrate or extend their current non-immigrant status in the United States.   These regulations were to come into force in October 2019, but were stopped by court challenges.    The Supreme court then allowed the regulations to be put into effect, and the U.S. government started enforcing them on February 24, 2020.

In one way, this could be a major change.  In another way, it might not be a major change—we will need to see how the change will be implemented.

Immigration law has never allowed a person to immigrate or enter the US, even on a non-immigrant visa such as a tourist, student or r-ligious worker, if they will not be able to provide for themselves.  This has always been true, but it is now becoming even more important.

There are two reasons for this requirement.   The first reason, which related to most nonimmigrants, was the concern that if the visitor did not have enough money, they may try to work illegally while they are here.  This has been the main issue in regard to most non-immigrants.   It was not an issue for most immigrants because they are allowed to work.  However, some immigrants, like r-ligious worker immigrants, may have had trouble in this regard if their missionary income was so low that there was a danger that they would need to pick up non-r-ligious work to pay their bills.

The other reason why finances have been important is the public charge issue.   A person who entered the US and was unable to pay his bills could become a public charge.  A public charge would be a person who depends on the government or society to support him.  That is why both immigrants and non-immigrants were not supposed to be able to access welfare, especially cash assistance.

It was because of this public charge issue that the government developed the special Affidavit of Support for immigrants who come to the US through a family member.  The family member has to fill out this Affidavit of Support to guarantee that the immigrant will not go on welfare.    Other immigrants and long-term non-immigrants (like R-1 r-ligious workers or H-1b professionally workers) do not need an Affidavit of Support, but instead need to show that they have a job that will provide for their needs.

Up until now, these two financial issues have been important, but they were not overly strictly applied.   Non-immigrants had to show that they had money to pay their way, but it was usually not overly difficult to show that.   R-ligious workers often could get approval as long as they could show that they would be provided with room and food.   Family-based immigrants needed to have the Affidavit of Support filled out, but as long as the sponsor met the basic minimum income level — 125% of the poverty level, there usually was no problem.

It looks like things may be changing under the new regulation.   President Trump has been putting much more emphasis on requiring immigrants and non-immigrants to show that they will not be a public charge.   I expect that this could also result in more scrutiny regarding the first issue — whether or not a non-immigrant has enough money to pay his own way — because the basic financial questions are very similar.  An alien who can’t pay his way may become a public charge unless he engages in illegal work.   I have seen evidence that both the USCIS and the Consulates were becoming more strict in their requirements that people coming to or staying in the United States demonstrate that they will not become a public charge and that they will be able to pay their own way.  Now that there is a new regulation in force, we may see a whole new level of scrutiny regarding these issues.

THE NEW PUBLIC CHARGE RULES:

As I stated above, these new rules don’t really change things much.  The USCIS has always had discretion to make their own decision regarding the Public Charge Rule and they still have the same discretion.   What has changed is that the new rules send a message that they are to be stricter in their review of financial issues, and the new rules give a number of new criteria that they are specifically told to consider.    What the USCIS and the Consulates will do with these new directives we will have to see.  However, it is important to be as prepared as you can.

The first thing to know is that the new rules emphasize that if you are a nonimmigrant or a person hoping to become an immigrant, after February 24, 2020, using welfare as an adult — Medicaid, cash assistance, food stamps (SNAP), subsidized or public housing, or SSI (Cash assistance for disabled or older people) will be viewed negatively, and too much use of welfare will be heavily weighted against you.   If a person is under 21 and unmarried, the use of Medicaid will not be held against him.  If an adult uses Medicaid due to an emergency medical condition, this is also allowed.  If you are over 21, or are married, and have been using any of these forms of welfare, you should immediately disenroll from the welfare benefit and get proof that you have disenrolled.  

It should not be a problem that this is shortly after February 24.   It appears that use of welfare for a short period will not be viewed too negatively.   But continued use will be viewed very negatively.   Continued use would mean using welfare for twelve months in any 36 month period.  It is also important to understand that using two benefits in one month will count as using two months-worth of benefits.  In other words, if you have SNAP and Medicaid together for six months, you will have reached the 12-month mark and it will be weighted heavily against you in the Public Charge determination.   Therefore, if you are in non-immigrant status and hope to extend your status or to get a green card, or if you are in the United States illegally or in some status such as parole or DACA or TPS and hope to obtain a green card, and you are using welfare at the current time, you should immediately disenroll from all forms of welfare.

Remember that these restrictions do not apply to a child who is receiving Medicaid.  Also, it does not apply to US citizens who are receiving welfare.   It is not supposed to be a problem at all for children to receive medicaid or for US citizen family members to receive any type or welfare — but I think it is best that you avoid it if you can.  Immigration is not supposed to hold this against you, but I can’t guarantee that the fact that your family members qualify for welfare won’t be considered in some way.

Also remember that this discussion does not relate to persons holding green cards — people holding green cards are not supposed to be receiving welfare at all.

Another significant change is that the new regulation specifically states that the Affidavit of Support (required only for family-based immigrants) is now clearly not sufficient on its own — and the immigration officer is directed to determine how likely he thinks it is that the Sponsor will actually carry through on his promise.  This is different from past practice, but the officers always had the authorization to not solely rely on what is written in the Affidavit of Support.

The other changes are that the new rule lists various factors that the USCIS and the Consulates should consider.   Please remember that most people may have some positive and some negative factors.   The presence of some negative factors should not be a problem.  The USCIS and the Consulates are supposed to look at all the factors together and reach an overall decision.  The factors are as follows:

  • Is the immigrant between 18 and retirement age (This is a positive factor. Apparently, the presence of children or older persons is a negative factor because they are less likely to be able to support themselves).
  • The alien’s health. Is he able to work?  If not, or if he has a serious medical condition, does he have a way to pay for the medical bills?
  • The Alien’s household size. Apparently, a larger family will be viewed as a negative because they will require more money to keep them off welfare.
  • The alien’s income and assets. Whether or not he has enough income and assets to keep him off welfare without anyone’s help.   They would like to see enough income an assets to equal 125% of the US poverty level for the size of the alien’s family.   For one person, 125% of the poverty level in 2020 is $16,000; for two people, $21,550; for three people, $27,150; for four people $32,750, and so forth.   They will also look at the alien’s debts and their most recent Tax Return and credit history.
  • The alien’s education and skills. Is he qualified to get a job in the US?
  • The Affidavit of Support. As I stated above, this is now just one aspect of the consideration.   However, I think that it will continue to be a major consideration.  I am advising my clients, especially if they do not have good income or assets, to try to get a Joint Sponsor who makes as much money, or who has a lot of assets/savings.   I think that the days of having a Joint Sponsor who just barely qualifies are now in the past.   The government also wants evidence of the ties between the immigrant and the Joint Sponsor.  They want evidence that the Joint Sponsor really is committed to upholding their responsibilities under the Affidavit of Support.

Heavily Weighted Factors.   The rule sets out some guidelines that are supposed to be especially important in the decision making.   Again, the presence of just one heavily weighted negative factor should not be enough, by itself, to cause the government to deny your application.

Heavily weighted Negative Factors:

  • The alien is not a full time student and does not have a recent employment history, is not employed or cannot demonstrate a reasonable prospect of future employment.
  • The alien has used welfare for 12 out of the 36 months immediately preceding his application for admission. (the USCIS has stated that it will not consider any use of welfare before February 24, 2020).
  • The alien has a major medical condition that will require extensive treatment or interfere with his ability to work and the alien is uninsured and cannot get private health insurance and does not have the resources to pay for medical care.
  • The alien was previously found inadmissible or deportable on public charge grounds by an immigration judge or the Board of Immigration Appeals.

Heavily Weighted Positive Factors:

  • The alien’s household has income at 250% of the poverty level.
  • The alien is legally working and earning over 250% of the poverty level.
  • Health Insurance — not including Obamacare with its tax credits.

The USCIS or the Consulate is supposed to look at all of these factors and make a decision.    I think that a strong Affidavit of Support will still be very helpful, especially for people who do not have any of the Heavily Weighted Positive Factors.  And most people will not have more than one, if any, of the Heavily Weighted Negative Factors.

Important observations:

  • As I stated above, if you need a Joint Sponsor, you want to get as strong an Affidavit of Support as you can. I think it will still play a significant role in the decision making.
  • If you can get insurance, that is a strong positive. I think that the Chr-stian Healthcare Sharing M-nistries are probably helpful in this regard, but I don’t know if they will satisfy the requirement for a “Heavily Weighted Positive Factor”. But, they should, at least, provide evidence that you have the resources to care for any health problems that will come up.

In short — in one way nothing has really changed except the clear negative impact of continued use of welfare.   The USCIS and the Consulates were always supposed to look at the “big picture”.   The real difference now is that they are explicitly told to look at all these different factors.   I do not know how much difference there really will be under these new factors — we will have to wait and see.

SO HOW WILL THIS AFFECT YOU?

  • R-1 R-ligious workers:
    1. The income standards so far have been very lax for R-1s. I have historically had no problem getting approval for R-1 workers who make less than the poverty level.    This may continue — but it may not.  I have already had one person recently get an R-1 visa denied for financial reasons, and I am certain that a year or so earlier, the approval would have been easily granted.
    2. The upshot is that the stronger you can make the financial situation in your R-1 applications, the better.
    3. Under the statute, room and food is sufficient as “compensation” for R-1 status — but it may not be enough for the consulates, and it is possible that even the USCIS may start to require proof that the total value of the “compensation” is over the poverty level or, perhaps, even over 125% of the poverty level.
  • Special Immigrant R-ligious Workers (R-ligious Worker Green Cards) (whether going through a consulate/embassy or an Applicant for Adjustment of Status):
    1. The income standards so far have been very lax for Special Immigrant R-ligious Workers.   I have historically had no problem getting Green Cards for workers who make less than the poverty level.    This may continue — but it may not.
    2. The upshot is that the stronger you can make the financial situation in your petitions, the better.
    3. Under the statute, room and food is sufficient as “compensation” for a Green Card — but it may not be enough for the consulates, and it is possible that even the USCIS may start to require proof that the total value of the “compensation” is over 125% of the poverty level.
    4. Be prepared for more inquiry regarding your ability to stay off welfare when you enter the US/Adjust Status. Be prepared to provide additional evidence regarding your ability to work, educational and credit history.
    5. Insurance, or at least a Healthcare Sharing M-nistry is probably much more important.
  • Family-based Immigrants (whether going through a consulate/embassy or an Applicant for Adjustment of Status):
    1. Be prepared for more inquiry regarding your ability to stay off welfare when you enter the US/Adjust Status. Be prepared to provide additional evidence regarding your ability to work, educational and credit history.
    2. Up until now, as long as you could get an Affidavit of Support where the income totaled 125% of the poverty level, that was enough. That possibly will remain true.  However, now, I don’t think you can be completely confident with such an Affidavit of Support.  If there is any way that you can get an Affidavit of Support from someone with a higher level of income, that will be preferable.  This is especially important for spouses of m-ssionaries who often have lower incomes and are not looking to get “regular” work here in the US.
    3. If there is any way that you or your spouse can arrange to get a job offer in the US with enough income to provide for your family at 125% of the poverty level, you should try to do that before your interview at the embassy or for Adjustment of Status.
    4. Insurance, or at least a Healthcare Sharing M-nistry is probably much more important.

How things will change in practice, I can’t say for sure.   But get off and stay off welfare, get insurance or at least membership in a health care sharing m-nistry, get as strong an affidavit of support as you can, and be prepared to show how you and your family will not need to go on welfare.

I hope this is interesting and helpful.   Remember that this is not legal advice.  It is just a summary of certain aspects of immigration law which may or may not apply to your situation.   I encourage you to consulate an attorney if you think any of this may apply to your situation.

Gunnar Armstrong