Keep the person’s identity, relationship and current intention clear, with uncertainty accurately recorded.
Avoid contradictory household records
Update the relevant preparation account when plans change and follow current official instructions. Do not remove an intended person from one document while presenting the household as unchanged elsewhere. Each person’s actual assessment and immigration milestones remain separate.
A dated copy of the executive order and the official programme page and questions-and-answers, personal eligibility and identity documents, and evidence of the lawful source of the funds to be paid. If a corporation plans to make a payment, preserve the corporate authorization and any written terms, while recognizing that private documents do not displace government screening or eligibility rules. The applicant is named on the application; the payer is named on the payment record; the qualifying relatives are named by the relationship evidence — birth or marriage records showing the connection the published terms require. Gather each child's identity and civil records, and raise anything unusual — a separated parent's consent, an adoption, a guardianship order — with a qualified adviser before filing rather than after.