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BEAUMONT · EB-5 FIELD GUIDE

Does the project’s promised exit date set when I must file EB-5 Form I-829?

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THE DIRECT ANSWER

No. The ordinary filing window is the 90 days before conditional residence’s second anniversary, not a private exit anniversary.

Track the two events independently

Petition approval and the establishment of conditional residence are different stages. Keep the actual residence date and later evidence requirements visible while reviewing any capital withdrawal under the applicable sustainment rules. A repayment, distribution or maturity notice does not automatically remove immigration conditions.

Assembling a career-length financial record commonly takes several months before anything can be filed, and the overall process runs for years, including a two-year conditional residence period. If an official response deadline already applies, track that actual deadline rather than assuming a records request pauses it; no preparation milestone promises adjudication timing. Agree the review points and what each one unlocks in practical terms: petition filed, receipt issued, decision received, the category checked quarterly, visa or adjustment application lodged, residence granted. Records supporting job creation have to exist as events occur rather than being assembled at the end, so the reporting arrangement and the investor's entitlement to receive information should be settled at subscription rather than requested when a filing window approaches.