Agent checklists — BlueTech Agent Portal

The fact-finder opens the case. USCIS requires biographic data and full histories for BOTH parties, plus the petitioner's proof of status.

Petitioner's parents: full names, dates & places of birthFollow-up callPetitioner biographic data: height, weight, eye colour, hair colour, ethnicity/raceFollow-up call — required in Part 6Petitioner's city/town of birthFollow-up callProof of status: naturalization cert. no. + date/place, OR green card A# + date/class of admissionCopy of certificate or green cardBeneficiary's A-Number, I-94, passport no./country/expiryCopy of documentsBeneficiary's parents: full names, dates & places of birthFollow-up callBeneficiary's address history (5 years) — required on I-130A for spousesFollow-up call / worksheetBeneficiary's employment history (5 years) — I-130AFollow-up call / worksheetBeneficiary's prior U.S. entries: dates, places, status usedFollow-up callBeneficiary's biographic data (height, weight, eyes, hair, ethnicity)Follow-up callWhere the beneficiary will live in the U.S. (address)Follow-up callProcessing choice: consular processing vs. adjustment of statusConfirm with client/attorneyBeneficiary's employment abroad (if applicable)Follow-up callInterpreter / preparer details, if usedNote at intakeSupporting evidence: marriage/birth certificates, photos, proof of bona fide relationshipDocument request list

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

BIGGEST GAP. Part 8 of the I-485 is roughly 80 yes/no inadmissibility and security questions. Do NOT expect the client to self-answer these — walk through them live and document each answer.

Full Part 8 security & inadmissibility battery (~80 questions)GUIDED interview — never self-serveApplicant's parents: names, dates/places of birthFollow-up callCity/town of birth; biographic data (height, weight, eyes, hair, ethnicity)Follow-up callALL prior U.S. entries (dates, places, status) — not just the most recentFollow-up call / I-94 travel history printoutImmigration court history: any orders, appeals, current proceedingsFollow-up call + document copiesFull address history since age 18 (or 5 yrs), with exact datesWorksheetFull employment history (5 yrs) incl. employer addressesWorksheetPrior/current spouse details; all prior marriages for both partiesFollow-up callAll children: names, DOB, country, current address, statusFollow-up callI-864: sponsor's SSN, exact AGI from last 3 tax returns/transcriptsTax transcriptsI-864: sponsor's household member breakdown; joint sponsor if neededFollow-up callI-864: assets if income is below 125% of poverty guidelineBank/asset statementsI-693: civil surgeon name & appointment date; sealed envelope trackingSchedule + trackImmigrant category / underlying petition receipt numberCopy of I-797Public charge & benefits history if requestedFollow-up call

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

Now close to complete. Verify the eligibility category is correct — that single field drives the whole filing.

Confirm the eligibility category is correct for their situationVerify against underlying casePrior EAD card numbers & validity dates (if any)Copy of prior cardUnderlying receipt number (e.g. pending I-485/asylum)Copy of I-797If (c)(3) student: SEVIS record + DSO recommendationSchool / DSOPassport-style photos (2) meeting USCIS specsDocument requestFiling fee or I-912 fee waiver decisionConfirm with client

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

Now close to complete. Confirm the document type is right — advance parole vs. re-entry permit have different rules.

Confirm correct document type for their statusVerify against caseFor re-entry permit: full trip history since becoming LPRFollow-up callPrior advance parole/re-entry docs: numbers, issue & expiry datesCopiesUnderlying pending application receipt number (advance parole)Copy of I-797Passport-style photos (2)Document requestIf applying from abroad or biometrics needed, confirm logisticsConfirm with client

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

BIGGEST GAP alongside I-485. Part 12 is ~50 good-moral-character and allegiance questions. Walk through them live; several require documents even when the answer is 'no'.

Full Part 12 battery (~50 questions: organizations, persecution, military, taxes, polygamy, child support, misrepresentation…)GUIDED interview — never self-serveLegal name change request (if wanted) — exact new nameConfirm with clientBiographic data: height, weight, eye/hair colour, ethnicity/raceFollow-up callCity/town of birth; parents' detailsFollow-up callComplete 5-year address history with exact move datesWorksheetComplete 5-year employment/school history with addressesWorksheetEVERY trip outside the U.S. (5 yrs): exact departure/return dates, destinationsI-94 travel history + passport stampsSpouse: full immigration history, A#, date became USC, prior marriagesFollow-up callIf 3-year rule: proof of living in marital union for 3 yearsDocumentsAll children: names, DOB, A#, current addressesFollow-up callArrest/citation records: certified dispositions for EVERY incidentCourt records — even dismissed/expungedTax filing status; payment plan documents if owedTax transcripts / IRS agreementSelective Service number (men who lived in U.S. 18–26)SSS website lookupDisability exemption (N-648) or accommodation requestDoctor / medical certification

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

Now largely complete for I-90 and I-539. I-751 waiver cases and I-912 need real evidence, not just answers.

I-90: confirm reason code; prior card copies (front & back)CopiesI-90: class of admission & date residence grantedGreen card / I-797I-751: joint filing — full evidence package (lease, joint accounts, insurance, photos, affidavits)Document request listI-751: waiver — divorce decree, or evidence of abuse/extreme hardshipGUIDED — sensitive; involve attorneyI-751: children included as dependents (names, A#s)Follow-up callI-539: current I-94, passport bio page, proof of maintained statusCopiesI-539: co-applicant dependents' full details & I-94sFollow-up callI-539: evidence supporting the reason (school letter, medical, employer)Document requestI-912: proof of benefit award letter / income documentation / hardship evidenceDocuments — required, not optionalConfirm current filing fees & edition date of each form before filingUSCIS.gov — check every time

Before filing: confirm form edition date, current fee, correct lockbox/filing address, signatures in black ink, and that every “N/A” is written in rather than left blank.

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Agent completion checklists

I-130 / I-130A — Family Petition

I-485 packet (with I-693 & I-864) — Adjustment of Status

I-765 — Work Authorization

I-131 — Travel Document

N-400 — Naturalization

I-90 / I-751 / I-539 / I-912 — Renewals & Other Requests