Family-based immigrationI-864P 2026 Poverty Guidelines: Sponsor Income Calculator for Form I-864

September 15, 2026by Neonilla Orlinskaya

How much income does an I-864 sponsor need in 2026?

In 2026, most Form I-864 sponsors must meet 125% of the applicable HHS Poverty Guidelines. For a household of 2 in the 48 contiguous states and the main U.S. territorial table, that amount is $27,050 per year. The 2026 I-864P figures became effective March 1, 2026.

The required amount changes with household size and location. Alaska and Hawaii use separate, higher figures. Use the calculator below for a quick estimate, then confirm household size and the applicable sponsorship rule before relying on the result.

2026 I-864 Sponsor Income Calculator

Select the sponsor's location, household size and applicable income standard. The calculator uses the USCIS 2026 I-864P amounts, including the official rounded 125% figures.

Required annual household income

$27,050

Household size 2 · 48 contiguous states + D.C. and listed territories · 125% standard

100% guideline for the same household $21,640
125% guideline for the same household $27,050
When does the 100% standard apply? Under 8 CFR § 213a.2, the lower threshold applies when the sponsor whose financial ability is being evaluated is on active duty in the Armed Forces of the United States, other than active duty for training, and the intending immigrant is that sponsor's spouse or child. The regulation also expressly provides this rule for a qualifying joint sponsor or substitute sponsor when the same active-duty and spouse-or-child conditions are met.
Current Form I-864 edition as of September 15, 2026: 08/24/26. USCIS currently states that the previous 10/17/24 edition is accepted during a 30-day transition period through September 30, 2026, and that beginning October 1, 2026, only edition 08/24/26 will be accepted. Because form-edition rules can change, confirm the accepted edition on the current USCIS Form I-864 page immediately before filing.

Official income source: USCIS I-864P, HHS Poverty Guidelines for Affidavit of Support . Page reviewed September 15, 2026.

2026 I-864P income requirements at 125%

Most sponsors use the 125% column. The first geographic category covers the 48 contiguous states, District of Columbia, Puerto Rico, U.S. Virgin Islands, Guam, and the Commonwealth of the Northern Mariana Islands. Alaska and Hawaii have separate thresholds.

Household size 48 states + D.C. and listed territories Alaska Hawaii
2$27,050$33,813$31,113
3$34,150$42,688$39,275
4$41,250$51,563$47,438
5$48,350$60,438$55,600
6$55,450$69,313$63,763
7$62,550$78,188$71,925
8$69,650$87,063$80,088
Each additional person+$7,100+$8,875+$8,163
48 states + D.C. and listed territories — 125%
Household 2$27,050
Household 3$34,150
Household 4$41,250
Household 5$48,350
Household 6$55,450
Household 7$62,550
Household 8$69,650
Each additional+$7,100
Alaska — 125%
Household 2$33,813
Household 3$42,688
Household 4$51,563
Household 5$60,438
Household 6$69,313
Household 7$78,188
Household 8$87,063
Each additional+$8,875
Hawaii — 125%
Household 2$31,113
Household 3$39,275
Household 4$47,438
Household 5$55,600
Household 6$63,763
Household 7$71,925
Household 8$80,088
Each additional+$8,163
The calculator above also shows the 100% figure for the selected household. Do not choose 100% simply because a sponsor is connected to the military; the active-duty and spouse-or-child conditions must be satisfied.

Who counts in household size for Form I-864?

Household size is not the same as the number of people who happen to live at one address. The Form I-864 calculation includes people for whom the sponsor has specified financial responsibility under the form and regulations, and the same person should not be counted twice.

The sponsor The person signing Form I-864 is included in household size.
The sponsor's spouse and required dependents A spouse, dependent children and other qualifying dependents may need to be counted under the current I-864 instructions even when they are not all immigrating in the present case.
The intending immigrant or immigrants covered by the affidavit Include the principal intending immigrant and the accompanying or qualifying derivative immigrants who must be included on the affidavit.
People previously sponsored under an I-864 when the obligation remains in force A prior sponsorship obligation can continue to affect household size even though the earlier immigration case is already complete.
Certain household members whose income is being included A qualifying household member who contributes income through Form I-864A may affect the household calculation depending on that person's relationship and status in the household.

Household size should be resolved before deciding that the sponsor is below the income threshold. A one-person difference can materially change the required annual income.

For the broader requirements of the affidavit itself, see Arvian Immigration's Form I-864 Affidavit of Support guide .

When a joint sponsor is used

If the petitioning sponsor does not meet the applicable financial requirement, a qualifying joint sponsor may file a separate Form I-864. The petitioning sponsor normally still submits the petitioner's own Form I-864 even when the petitioner's income is zero or insufficient.

A joint sponsor generally qualifies separately. The petitioner's income is not simply added to an unrelated joint sponsor's income to create a combined amount. The joint sponsor must satisfy the applicable financial rules for the immigrants covered by that joint sponsor's affidavit, using the joint sponsor's own household income and qualifying assets.

A joint sponsor must satisfy the applicable sponsorship requirements, including age, qualifying U.S. immigration status and U.S. domicile. A joint sponsor cannot cure a petitioner's separate failure to meet the petitioner's own domicile requirement.

The 100% active-duty exception is not categorically limited to the petitioning sponsor. Under 8 CFR § 213a.2, a joint sponsor whose own financial ability is being evaluated may use the 100% threshold if that joint sponsor is on qualifying active duty and the intending immigrant is that joint sponsor's spouse or child. The regulation contains a parallel rule for a qualifying substitute sponsor.

When Form I-864A is used

Form I-864A, Contract Between Sponsor and Household Member, is used when a qualifying household member agrees to make income and/or assets available to help the sponsor meet the financial requirement. This is different from a joint sponsor: the household member signs Form I-864A, while a joint sponsor files a separate Form I-864.

Household-member income The contributing person must qualify under the applicable household rules and document the income being relied upon.
Relationship and residence evidence Depending on the contributor, the package may need evidence of the relationship, shared principal residence or tax-dependent status required by the regulations and current instructions.
Intending immigrant's continuing income An intending immigrant's income can sometimes be included when the income will continue from the same lawful source after permanent residence. The regulations do not require an intending immigrant to sign Form I-864A in every case merely because the sponsor relies on that immigrant's continuing income. The exact I-864A requirement depends on the family configuration and whose income supports whom.

Check the current USCIS Form I-864A page before preparing a household-member contract.

Current income vs the most recent tax return

A tax transcript or federal income tax return documents a prior taxable year. Form I-864 also examines the sponsor's current and reasonably expected household income. These figures can differ when the sponsor changed jobs, received a raise, lost employment, changed working hours or began self-employment.

When the current annual income claimed on Form I-864 is materially different from the most recent tax record, current evidence should explain and support the difference rather than leaving the reviewing officer to infer how the new figure was calculated.

Evidence that can support current income

  • the required IRS tax transcript or federal tax return for the most recent taxable year;
  • recent paycheck stubs or other current earnings records;
  • an employer letter confirming employment and compensation;
  • Forms W-2 or 1099 when applicable;
  • financial records supporting continuing self-employment or other lawful recurring income.

The regulations also allow a sponsor to submit additional prior tax returns voluntarily when the sponsor believes they help demonstrate the ability to maintain income. Historical income is evidence, but the reasonably expected household income for the relevant year remains central to the sufficiency analysis.

Self-employed sponsors

Self-employment is not disqualifying, but business revenue should not be presented as though every dollar of gross receipts automatically equals the sponsor's personal annual income. The evidence should establish the income actually available to the sponsor and connect the current business activity with the sponsor's tax reporting and financial records.

Depending on the business structure, useful evidence can include federal tax returns and schedules, Forms 1099, contracts, invoices, bank records and current business financial statements. A recent profit-and-loss statement can help explain present business performance when it is consistent with the remaining evidence.

Foreign income and U.S. domicile

A petitioner living or working abroad must address two separate issues: whether the claimed income can reasonably continue and whether the petitioner satisfies the U.S. domicile requirement. Strong foreign earnings do not independently establish U.S. domicile.

A sponsor temporarily abroad may be able to show that U.S. domicile was maintained. If domicile must be re-established, evidence can include concrete steps toward a principal U.S. residence, employment, financial ties or other actions consistent with returning to live in the United States by the required time.

Unemployed petitioner with a joint sponsor

An unemployed petitioner can potentially proceed with a qualifying joint sponsor, but the petitioner normally still submits the petitioner's own Form I-864 when the affidavit is required. The joint sponsor can solve an income shortfall; the joint sponsor does not replace the petitioner's required role or fix a separate domicile deficiency.

Related family immigration pathways are explained at Family-Based Immigration to the USA and K-1, CR-1 and IR-1 Visa Pathways .

How assets can cover an I-864 income shortfall

When qualifying income is below the applicable threshold, Form I-864 can permit qualifying assets to make up the difference. Assets are not simply added dollar-for-dollar to annual income. First calculate the income shortfall, then apply the multiplier required for the particular case.

Income shortfall = required annual income − qualifying annual income.
Required net asset value = income shortfall × the applicable multiplier.
5× — general rule In cases that do not fall within a regulatory exception, significant assets generally must exceed five times the difference between household income and the applicable poverty-line requirement.
3× — specific U.S.-citizen spouse/child rule Under 8 CFR § 213a.2(c)(2)(iv)(B)(1), the three-times rule applies when the intending immigrant is the spouse of a U.S. citizen, or is the child of a U.S. citizen and that child has reached the 18th birthday.
1× — specified orphan situation A one-times calculation applies to the specific orphan/adoption circumstance described in 8 CFR § 213a.2(c)(2)(iv)(B)(2). Do not apply the 1× multiplier to other cases merely because the intending immigrant is a child.

Only net asset value counts. Liens and liabilities reduce an asset's value. For consular processing, the Department of State states that assets must be convertible to cash within one year without considerable hardship or financial loss.

Form I-864EZ exception: the Department of State states that a sponsor cannot use assets to make up the income difference when submitting Form I-864EZ. If assets are necessary, determine whether Form I-864 rather than I-864EZ is required.

Asset shortfall calculator

Income shortfall $6,250
Calculated minimum net asset value $31,250

The calculator performs arithmetic only. It does not determine whether a case actually qualifies for the selected 3× or 1× regulatory exception.

What can qualify as an asset?

  • cash held in qualifying checking or savings accounts;
  • stocks, bonds, certificates of deposit and similar investments;
  • net equity in real property when ownership, value and liabilities can be documented;
  • other assets that can realistically be converted to cash within the required period;
  • qualifying assets of the intending immigrant or a household member when the applicable rules are met.

A sponsor's primary automobile generally should not be counted unless the sponsor owns another working vehicle that is not being used in the asset calculation. Foreign assets can require proof not only of ownership and value, but also that the asset can be converted to cash and the funds can legally be removed from the country where the asset is located.

What if the sponsor's income is below the required amount?

An income shortfall does not automatically end the immigration case. Depending on the facts, the financial requirement may be addressed through one of the following mechanisms.

Qualifying household-member income Use permitted household income and Form I-864A when the current instructions and regulations require it.
A qualifying joint sponsor The joint sponsor files a separate Form I-864 and meets the applicable sponsorship rules.
Qualifying assets Document enough net asset value under the correct 5×, 3× or 1× rule, when assets are permitted.
Accurate evidence of higher current income A sponsor whose current income is legitimately higher than the most recent historical tax figure may be able to establish the current amount with proper supporting evidence.

A prospective job offer for the intending immigrant does not substitute for an insufficient Form I-864. The Department of State treats the affidavit's financial requirement separately.

Official asset guidance: U.S. Department of State — I-864 Affidavit of Support FAQs .

Common I-864 problems that can cause delays, RFEs or additional document requests

Meeting the dollar threshold is only one part of a sufficient Affidavit of Support package. The record also needs to establish the correct household size, sponsorship structure and supporting evidence for the income or assets being claimed.

Incorrect household size A required dependent, intending immigrant or person covered by an existing I-864 obligation is omitted, causing the sponsor to use an artificially low income requirement.
Wrong guideline year or geographic table The sponsor uses an outdated poverty guideline, the wrong state group or the 100% military threshold without satisfying its conditions.
Current income is not supported Form I-864 states an annual current income materially higher than the tax record, but current pay, employment or business evidence does not explain the difference.
Household income is included without the necessary I-864A structure A household member's earnings are added to the total without the contract or supporting evidence required for that contributor.
A joint sponsor provides documents but no separate Form I-864 A joint sponsor is a separate sponsor, not merely an additional source of tax documents or income evidence.
Self-employment evidence shows revenue but not qualifying income Gross receipts, isolated deposits or projections are submitted without a clear link to tax records and the income actually available to the sponsor.
Assets are listed at gross rather than net value Mortgages, liens or other liabilities are ignored, or the evidence does not establish ownership, current value or convertibility into cash.
U.S. domicile is not established A petitioner abroad documents income but does not establish qualifying U.S. domicile or a sufficient plan to establish domicile by the time required under the immigration process.
Wrong form edition or mixed-edition pages Use the edition currently accepted by USCIS and make sure all pages belong to the same form edition. On September 15, 2026, USCIS lists edition 08/24/26 as current and currently provides the transition rule described above.

I-864P 2026 FAQ

What income does a Form I-864 sponsor need in 2026?

Most Form I-864 sponsors use 125% of the applicable HHS Poverty Guidelines. In the main geographic table, a household of 2 requires $27,050, a household of 3 requires $34,150, and a household of 4 requires $41,250. Alaska and Hawaii use higher amounts.

Who can use the 100% poverty-guideline threshold?

The 100% threshold applies when the sponsor is on active duty in the U.S. Armed Forces, other than active duty for training, and the intending immigrant is that sponsor's spouse or child. 8 CFR § 213a.2 also expressly applies that rule to qualifying joint and substitute sponsors when those same conditions are satisfied.

Can an unemployed petitioner use a joint sponsor?

Yes, when a qualifying joint sponsor is available. The petitioner normally still submits the petitioner's own Form I-864, and the joint sponsor submits a separate Form I-864.

Can assets make up an I-864 income shortfall?

Yes, when the case permits the use of assets. The general rule is 5× the income shortfall. A 3× rule applies to the spouse of a U.S. citizen or a qualifying child of a U.S. citizen who has reached the 18th birthday, and a specific 1× rule applies to the orphan/adoption case described in 8 CFR § 213a.2. Assets cannot be used to make up the shortfall when using Form I-864EZ.

Is the most recent tax return enough to prove current income?

Not always. The tax return documents a prior tax year. If current income is materially different, current employment, pay or self-employment evidence may be needed to establish the annual income claimed on Form I-864.

Which Form I-864 edition is current in September 2026?

As of September 15, 2026, USCIS lists edition 08/24/26 as the current Form I-864. USCIS currently states that the 10/17/24 edition remains accepted during the transition period through September 30, 2026 and that beginning October 1, 2026 only edition 08/24/26 will be accepted. Always recheck the USCIS form page immediately before filing.

Need help with a more complex I-864 situation?

Cases involving a joint sponsor, Form I-864A, self-employment, assets, foreign residence, prior sponsorship obligations or a disputed household-size calculation can require a case-specific review.

Consultation options

Guidance on related U.S. immigration categories

Compare eligibility criteria, filing procedures, documentation requirements, and practical considerations for U.S. immigration categories relevant to this topic.

Neonilla Orlinskaya

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