Gather the actual birth and marital-status information and the relevant petition and visa-process dates and records. Identify which events have occurred and which remain anticipated.
Use case dates rather than a graduation calendar
A school year or family moving plan does not supply the legal age calculation. Keep official notices available and have the applicable protection and any required steps assessed rather than producing an unsupported date estimate.
Provide genuine records rather than assuming a transfer to a personal account resolves every preceding fact. Identify the relevant employers, pay records, deposits and transfers, and explain material differences between gross earnings and funds retained. Preserve records showing the amount actually available to the investor and the later transfer. Make a dated gap chart showing missing broker records, the institution that held them, requests made and independent evidence still available. A first review should index the source-of-funds records, transfer trail, enterprise documents, job evidence, and every version of a report. What answers the question is the earning history behind the contributions: assessments and returns for the relevant years, employment records or business financial statements, and the plan’s own contribution history connecting the two.