Self-Supporting: financial requirements. Accountant research.
@lindarosewood - this is a great post! Really appreciate it you sharing your experience.
I'm very curious if you listed any 401k amounts on your financial documentation?
Was Mr. O'Brien familiar with how the INIS would view/use the data or was he simply validating the numbers you provided?
yes, we did list those accounts as our assets. We included a page from the plan description that said that the money could be withdrawn. Per our immigration solicitor, we did not need to describe any withdrawal penalties, just that it was our money, and it could be withdrawn if needed.
Mr. O'Brien had prepared these letters before. He said that interpretation of the letter and the documentation varies with the person who reviews the application. So he said that he would continue to help us if there were any question by Immigration regarding our finances.
His main job, though, is validating our numbers.
@lindarosewood- again, wow! Thanks for a very helpful post. Helps me with my planning a great deal.
I don't want to hijack the thread, but I would be QUITE interested if you could open another discussing your experience with your immigration solicitor - to let everyone know how he/she is helping and the kinds of things we should be looking for if we decide to engage one as well.
Thanks again - you're awesome!