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I-526 Immigrant Petition by Standalone Investor Template
Clearly present your EB-5 investment, project, and job creation plan in a structured I-526 investor cover letter or personal statement.
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I-526 Immigrant Petition by Standalone Investor Template
[Investor Full Name]
[Investor A-Number (if any)]
[Street Address]
[City, State/Province, ZIP/Postal Code]
[Country]
Phone: [Phone Number]
Email: [Email Address]
[Date]
U.S. Citizenship and Immigration Services
[USCIS Service Center or Office Name]
[Street Address]
[City, State, ZIP Code]
1. Subject and Investor Identification
Re: Form I-526, Immigrant Petition by Standalone Investor for [Investor Full Name], DOB: [MM/DD/YYYY] – EB-5 Direct Investment in [Project / Business Name]
To Whom It May Concern,
I am submitting this letter in support of my Form I-526, Immigrant Petition by Standalone Investor, based on my EB-5 investment in [Project / Business Name] in [City, State].
2. Investor Background and Immigration History
Investor Name: [Investor Full Name]
Date of Birth: [MM/DD/YYYY]
Place of Birth: [City, Country]
Country of Citizenship: [Country]
Passport Number: [Passport Number]
Current Residential Address: [Street, City, State/Province, ZIP/Postal Code, Country]
Current U.S. Address (if applicable): [Street, City, State, ZIP Code]
Immigration History:
Date of First Entry to the United States: [Date or “N/A”]
Class of Admission at First Entry: [Class of Admission or “N/A”]
Date of Most Recent Entry to the United States: [Date or “N/A”]
Class of Admission at Most Recent Entry: [Class of Admission or “N/A”]
Prior Entries and Departures: [Dates, Locations, Status or “None”]
Prior USCIS Applications or Petitions: [Form Type – Receipt Number – Filing Date or “None”]
Prior Removal, Voluntary Departure, or Immigration Proceedings: [Description or “None”]
3. New Commercial Enterprise Information
Name of New Commercial Enterprise (NCE): [NCE Legal Name]
Entity Type: [Corporation / LLC / Partnership / Sole Proprietorship / Other]
State of Formation: [State]
Date of Formation: [Formation Date]
Employer Identification Number (EIN): [EIN]
Business Address:
[Street Address]
[City, State, ZIP Code]
Industry / Sector: [Industry Description]
Business Description:
[Brief description of the products or services, target customers, and main activities.]
Ownership and Management:
Investor Ownership Percentage: [Percentage %]
Other Owners: [Names and Percentages or “None”]
Key Managers: [Names and Positions]
4. Investment Amount and Capital Commitment
Total EB-5 Capital Investment: [USD Amount]
Minimum Investment Threshold Applicable: [Standard Amount / TEA Amount]
Targeted Employment Area (TEA) Status of Project Location: [TEA / Non-TEA]
Investment Contribution Details:
Date(s) of Capital Transfer: [Date(s)]
Amount(s) Transferred: [Amount(s)]
Originating Financial Institution(s): [Bank Name(s), Country]
Receiving NCE Account(s): [Bank Name, Account Reference]
Use of Funds Summary:
Real Estate Purchase or Lease: [Amount – Short Description]
Construction / Renovation / Build-Out: [Amount – Short Description]
Furniture, Fixtures, Equipment, Inventory: [Amount – Short Description]
Initial Payroll and Operating Expenses: [Amount – Short Description]
Professional Services and Start-Up Costs: [Amount – Short Description]
Working Capital: [Amount – Short Description]
5. Lawful Source and Path of Funds
Primary Lawful Sources of Investment Funds:
Employment / Salary Income from [Employer Name(s)], [Position], [City, Country], [Years]
Business Profits or Dividends from [Company Name(s)], [Industry], [City, Country], [Years]
Sale of Real Property at [Property Address, City, Country] on [Date of Sale]
Liquidation of Investments / Savings at [Financial Institution Name(s)]
Gift or Inheritance from [Name and Relationship], [Country], [Date]
Supporting Source-of-Funds Documentation:
Income and Tax Records: [Tax Returns, Pay Statements, Employer Letters]
Corporate and Business Records: [Company Registration, Financial Statements, Tax Filings]
Real Estate Documents: [Purchase Agreements, Deeds, Sale Contracts, Closing Statements]
Bank and Investment Statements: [Account Statements Covering Relevant Periods]
Gift / Inheritance Documents and Donor Financial Records: [Documents]
Path of Funds to the NCE:
Originating Accounts: [Account Identifiers, Bank Names, Countries]
Intermediate Transfers: [Dates – Amounts – Intermediary Accounts]
Final Transfer to NCE Account: [Dates – Amounts – Receiving Bank and Account]
6. Job Creation Plan
Required Number of Full-Time Positions for Qualifying U.S. Workers: [Number, typically 10]
Projected Full-Time Positions:
Position 1: [Job Title] – [Duties Summary] – [Planned Start Date]
Position 2: [Job Title] – [Duties Summary] – [Planned Start Date]
Position 3: [Job Title] – [Duties Summary] – [Planned Start Date]
Position 4: [Job Title] – [Duties Summary] – [Planned Start Date]
Position 5: [Job Title] – [Duties Summary] – [Planned Start Date]
Additional Positions: [Job Titles – Short Descriptions]
Hiring Timeline:
Initial Hiring Phase: [Dates – Number of Positions]
Expansion Phase: [Dates – Number of Positions]
Expected Date All Required Jobs Will Be Created: [Date]
7. Business Plan and Financial Projections
Business Plan Highlights:
Market and Industry Overview: [Short Summary]
Products / Services and Target Customers: [Short Summary]
Location and Key Advantages: [Short Summary]
Operations and Milestones: [Key Steps and Target Dates]
Financial Projections (Summary):
Projected Gross Revenue: [Year 1 – Year 2 – Year 3 – Year 4 – Year 5]
Projected Operating Expenses: [Year 1 – Year 2 – Year 3 – Year 4 – Year 5]
Projected Net Income and Cash Flow: [Year 1 – Year 2 – Year 3 – Year 4 – Year 5]
8. Summary of Supporting Evidence
Corporate and Business Records:
Articles of Incorporation / Organization
Operating Agreement / Partnership or Shareholder Agreement
Business Licenses, Registrations, and Permits
Organizational Chart and Management Biographies
Investment and Financial Evidence:
Bank Statements and Wire Transfer Confirmations for Capital Contributions
Subscription or Investment Agreements
Capitalization Table and Ownership Records
Detailed Use-of-Funds Schedule
Business Plan and Job Creation Evidence:
Comprehensive Business Plan
Multi-Year Financial Projections
Staffing Plan and Job Descriptions
Leases, Construction or Vendor Contracts
Source-of-Funds and Path-of-Funds Evidence:
Personal and Business Tax Returns
Employment and Salary Documentation
Company Financial Statements and Corporate Records
Real Estate Purchase and Sale Documents
Bank and Investment Account Statements
Gift / Inheritance Documentation and Donor Records
Personal and Immigration Documents:
Passport Biographical Page and U.S. Visa Pages
I-94 Arrival/Departure Records
Prior USCIS Approval or Receipt Notices
9. Investor Role and Intent
Investor Title / Position in NCE: [Title, e.g., Managing Member, Director, President]
Investor Responsibilities: [Summary of Management or Policy-Making Role]
I intend to engage in [day-to-day management / policy formulation / board-level oversight] of [NCE Name] and to maintain my capital investment in the enterprise in accordance with the EB-5 program requirements.
10. Closing and Signature
I respectfully request approval of my Form I-526, Immigrant Petition by Standalone Investor, based on the information and documentation submitted with this petition.
Sincerely,
[Investor Signature, if printed]
[Investor Full Name]
Date: [Date]
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Learn more about
I-526 Immigrant Petition by Standalone Investor Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
I-526 IMMIGRANT PETITION BY STANDALONE INVESTOR TEMPLATE FAQ
What is Form I-526, Immigrant Petition by Standalone Investor?
Form I-526 is an immigration petition used by qualifying foreign investors who are applying for a U.S. green card through the EB-5 immigrant investor program. A “standalone” investor typically invests directly into their own business or project (rather than through a regional center) and must meet minimum investment, job creation, and other eligibility requirements set by U.S. immigration law and policy.
Who can file Form I-526 as a standalone investor?
Form I-526 is filed by an individual foreign investor who has invested, or is actively in the process of investing, qualifying capital in a new commercial enterprise. As a standalone investor, you are usually responsible for directly managing or overseeing the business or project and for demonstrating that your investment will create the required number of full-time jobs for qualifying U.S. workers. You must also show that your investment funds came from a lawful source.
What is this I-526 Immigrant Petition by Standalone Investor template used for?
This I-526 template is designed as a cover letter or personal statement format to accompany your official I-526 petition and supporting evidence. It helps you clearly explain your investment amount, project structure, business plan, job creation projections, lawful source of funds, and other key factors that officers typically review. It does not replace any official USCIS forms or legal requirements, but it can help you organize your narrative in a professional and easy-to-follow way.
What should I include in my I-526 investor cover letter or personal statement?
In your I-526 investor cover letter or personal statement, you should usually include: a short introduction about yourself, a clear description of the new commercial enterprise, details about your total investment and how the funds are being used, a summary of how the required jobs will be created, and a concise explanation of your lawful source and path of funds. You may also highlight key supporting documents, the project’s timeline, and any additional positive factors. The tone should be factual, respectful, and focused on the requirements of the EB-5 program.
How long should an I-526 investor statement be and how detailed should it get?
An I-526 investor statement is often effective at around two to five pages, depending on the complexity of your project. It should be detailed enough to explain your investment, business, job creation plan, and source-of-funds story, but not so long that it becomes repetitive or confusing. The most important points are clarity, consistency with your business plan and financial documentation, and a logical, organized presentation of the facts that support your eligibility.
Can AI Lawyer help me draft my I-526 investor petition statement?
Yes. AI Lawyer can help you use this I-526 template by suggesting clear wording, organizing your narrative, and helping you present your investment and job creation story in a more structured and readable way. You must still provide the true facts, financial details, and project documents, and AI Lawyer does not replace a licensed immigration attorney or provide legal advice. However, it can save time, reduce stress, and help you create a more polished investor statement to review with a qualified professional if needed.
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