Do I need to submit projected balance sheets to USCIS?

USCIS does not typically require a separate document titled projected balance sheets. What the EB-5 petition must include is a detailed business plan, and it is within that plan that financial projections normally appear.

These projections help demonstrate how the venture intends to meet its job-creation goals and establish its economic viability. They commonly include elements such as:

• projected income statements;
• cash flow projections;
• projected balance sheets for the business.

Including well-supported financial information is considered good practice because it reinforces the credibility of the project and shows that it was carefully planned. The key is that projections reflect realistic expectations without promising guaranteed results.

Because the required documentation may vary by case, it is worthwhile to build the plan with professional support and review the latest USCIS guidance before filing.

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Victoria Harper

Editor-in-Chief

Meet the author

As a journalist and lead editor at Visto n’ Visa, Victoria helps ensure that immigration topics are covered in a clear, trustworthy, and easy-to-understand way. Her focus is on delivering useful, human, and relevant content for people exploring new paths abroad.