How to prepare Form DS-5540
Confirm eligibility and filing category first, then match every answer to passports, civil documents, and immigration records.
- 1
Confirm an express written request
Do not treat an old checklist as current without an express consular request.
- 2
Check current official policy
Use current Department of State and USCIS pages rather than old DS-5540 tutorials.
- 3
Prepare historical data only if requested
If requested, prepare household, insurance, income, asset, and skill records.
- 4
Verify the current official edition and filing method
Reopen the official page on filing day and verify edition, fee, online eligibility, address, and signature rules.
- 5
Transfer to the official form and review every answer
This site creates a preparation worksheet only. Transfer verified answers to the official PDF or system and add evidence, translations, and signatures.
Common evidence checklist
Evidence varies by category and case. Use this list to prepare, then review the current official instructions before filing.
- Express written consular notice
- Case number and notice date
- Current official public-charge policy
- Insurance and household records if requested
- Income, asset, and debt records if requested
- Education and occupational records if requested
Form DS-5540 FAQs
Is DS-5540 currently required for immigrant visas?+
Generally no. Routine use ended; investigate further only upon an express written consular request.
Did I-864 replace DS-5540?+
They serve different legal functions. Cases requiring I-864 still follow I-864 rules regardless of DS-5540 discontinuation.
Can this worksheet be filed directly?+
No. This is a DS-5540 preparation worksheet. File only through the current official form or system.
Should AI translate a person's name?+
No. Use the existing passport or official-record spelling. Names and identification numbers are never sent to AI.
Why are fees and addresses not hardcoded?+
Agencies change fees, filing channels, and addresses. Verify them again on the actual filing date.